The current predictions by market strategists for 2026 are for 9% equity returns and nothing spectacular for the bond market.
However, as discussed in their latest quarterly Market Observer, the team at Canso Investment Counsel Ltd. have their worries, as evidence of credit market excess surfaces and the mania in private debt continues.
With markets frothy and Canada under huge strain, it’s best to concentrate on valuations and look to be paid for the risks assumed.
This article was one of our most popular of the week. (If you'd like to read the Market Observer in full, click here.)
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