Risk Multiplicity: The Market’s Wall of Worry… and Why It Keeps Climbing It Anyway
A discussion of compounding market risks, including leveraged Treasury trades, AI concentration, geopolitics, and pressure in bond markets.
Market Research & Resources
A considered collection of reports, updates, and trusted sources to help you follow the developments shaping markets and financial planning.
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Croft Financial Group Insights
R N Croft Financial Group Inc. is a licensed discretionary portfolio management and investment fund management firm serving investors and investment professionals across Canada since 1993.
Learn more about Croft Financial GroupMore recent publications
The Magnificent Tech Meltdown & the AI Mega Cycle: No Free Lunches Left
A discussion of the June technology sell-off, the maturing AI investment cycle, and the market’s growing focus on execution and fundamentals.
Canada’s Mid-2026 Playbook: A Slower Economy, a Stronger TSX
A mid-year outlook on slower Canadian growth, TSX resilience, interest rates, energy, financials, and AI-linked infrastructure.
Portfolio Managers’ Brief — June 2026
Monthly commentary on market resilience, inflation, interest rates, geopolitics, earnings, and portfolio positioning.
AI Mega Cycle Intact, But With More Volatility
Macro-economic commentary on technology-sector volatility, oil-market tensions, biotech, and Bitcoin.
Outside The Income Box
Macro-economic commentary on income investing, inflation, trade negotiations, and changing market narratives.
Financial Decisions
Video Updates
Periodic commentary from our team on markets, financial planning, and long-term investment decisions.
Winter 2026 Video Update
A year-end review of market performance, planning opportunities, and the importance of keeping investment decisions aligned with personal goals.
Watch on YouTubeSpring 2025 Video Update
A measured look at global market volatility, geopolitical developments, diversification, and maintaining a disciplined long-term strategy.
Watch on YouTubeWinter 2025 Video Update
Commentary on recent market performance, portfolio positioning, tax planning, and staying focused on long-term financial goals.
Watch on YouTubeExternal source
Daily Market Coverage
For current headlines and daily coverage of Canadian and international markets.
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