Times of geopolitical crisis and heightened volatility
Global markets face an increasingly volatile backdrop as the conflict between the U.S., Israel, and Iran has escalated into a full-scale regional war, disrupting global energy markets and rattling investor confidence. The closure of the Strait of Hormuz has sent oil prices surging, reigniting inflation expectations and pushing bond yields sharply higher. For Canadian investors, this environment presents both significant challenges and selective opportunities.
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