Bi-weekly Wealth Perspectives

 

Every market cycle brings its own set of challenges — and opportunities. In my Bi-Weekly Market Perspectives of this month, I've highlighted a few articles that caught my attention.

 

1. Canadian dividend outlook: Which sectors are poised for growth in 2026?

Which Canadian sectors could be poised to grow and return the most capital to investors in 2026? MoneyTalk discusses with Jennifer Nowski, Managing Director and Co-Head of Canadian Equity Portfolio Management with TD Asset Management.

 

2. Portfolio positioning for 2026: Three themes to watch

Markets will be dominated by questions about the AI trade, potential threats to U.S. Fed independence and a reacceleration of cyclical trends says Jing Roy, VP, Director and Portfolio Manager for Asset Allocation with TD Asset Management. She joins MoneyTalk to discuss whether those themes could be headwinds or tailwinds for the markets in 2026.

 

3. Will market uncertainty continue in 2026?

Markets have been continuing their upward momentum as inflation pressures ease and rate cuts take shape. But stretched valuations and tariff uncertainty are keeping investors on edge. Jeff Evans, Vice President, Director and Lead of Empirical Research and PM Support with TD Asset Management, discusses the current state of the markets and how ETFs can help investors diversify during periods of uncertainty.

 

4. All that glitters: Why gold equities may continue to outperform energy stocks

Gold miners have widely outperformed oil and gas stocks in 2025. Andriy Yastreb, Vice President for Portfolio Research with TD Asset Management, says the current outlook for commodity prices and ongoing economic uncertainties could continue that trend in 2026.

 

5. Beyond the hype: The silent stability beneath market speculation

Markets have come under pressure lately as investors worry about potential overvaluation of AI investment returns and other speculative investments. Brad Simpson, Chief Wealth Strategist with TD Wealth, says the fundamental market drivers remain intact and could reward diversified investors.
 

6. Why an investment process matters, especially in volatile markets

Markets have had a strong run year-to-date. But with those highs come some familiar concerns, such as valuations, volatility, and whether the rally can keep going. Benjamin Gossack, Managing Director, Co-Head of Global Equity Portfolio Management at TD Asset Management, discusses the benefits of having a consistent investment process, even if markets face uncertainty.