Episodios

  • Fearless forecasts for 2026
    Dec 19 2025

    Philip Petursson, Chief Investment Strategist at IG Wealth Management, throws out the consensus playbook and presents three fearless forecasts for 2026. From a bold call on copper’s relentless rise and oil’s surprising rebound, to the prospect of Canadian equities outpacing their U.S. counterparts for a second year, this episode challenges market assumptions and explores where opportunity may be hiding. Philip shares analytical insights into macroeconomic drivers, sector fundamentals and global trends that could define the year ahead.

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    11 m
  • How the wealth effect will set the stage for 2026
    Dec 11 2025

    Philip Petursson, Chief Investment Strategist, IG Wealth Management, explores the fourth and final pillar of our 2026 market outlook: the wealth effect wave. He says that rising equity markets and the spending patterns of the wealthiest Americans continue to drive economic expansion. He also says consumer discretionary stocks signal economic strength and shares what disciplined investors should focus on as they navigate the markets in the year ahead.

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    6 m
  • How the AI spending boom will shape 2026
    Dec 4 2025

    This episode explores the third pillar of our 2026 market outlook: the transformative AI supercycle. Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management, unpacks how disciplined, cash-flow-backed investments in artificial intelligence infrastructure are reshaping economic growth, enhancing productivity and driving the next phase of expansion. He says today’s AI investing cycle is fundamentally different from prior tech booms, and explores what this means for the markets and broader economy.

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    5 m
  • Why fiscal policy will have a leading role in 2026
    Nov 28 2025

    This week, we have part two of our series on the 2026 market outlook. Ashish Utarid, Assistant Vice-President of Investment Strategy at IG Wealth Management delves into the fiscal engine, examining how expansionary fiscal policies in both the U.S. and Canada will drive market activity. He explains the effects of accelerated depreciation and Canadian stimulus on households, corporations and overall economic growth, emphasizing how this calculated boldness is likely to be rewarded by markets.

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    5 m
  • How will central banks drive the markets in 2026?
    Nov 20 2025

    Philip Petursson, Chief Investment Strategist at IG Wealth Management, begins a four-part series on the 2026 market outlook by looking into the significant influence of monetary policy. He analyzes the current landscape, the signs indicating a weak recession risk and the supportive macroeconomic factors, with a deep dive into how global central banks' easing strategies will influence market performance and the Canadian dollar's stability.

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    9 m
  • Beating expectations: insights from earnings reports
    Nov 14 2025

    Philip Petursson, Chief Investment Strategist at IG Wealth Management reviews third-quarter earnings results, highlighting the strong performance across the board. Philip emphasizes the importance of this earnings growth trend and discusses the balance between AI winners and other sectors. He also provides insights into valuations and the potential risks for the next quarter.

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    7 m
  • A closer look at the health of the bull market
    Nov 7 2025

    Philip Petursson, Chief Investment Strategist at IG Wealth Management, delves into the current market conditions and offers insights on the bull market's health in this episode. He discusses the market cap distortion story, the rotation towards consumer discretionary exposures and why the primary trend remains higher.

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    6 m
  • 2025 federal budget highlights
    Nov 6 2025

    In this special edition of the podcast, Aurèle Courcelles, Vice-President of IG’s Tax and Estate Planning team explains how the changes in the recent federal budget could affect you. He discusses the tightened rules around trusts and the elimination of certain taxes, including on real estate and some luxury vehicles, which will be good news for many taxpayers. He also talks about changes to help caregivers who look after many of Canada’s seniors, plus how double dipping has been eliminated on the Home Accessibility Tax Credit.

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    8 m