Insights
Market Commentary
Monthly market notes for clients of Gianluca Folino, Senior Wealth Advisor with Manulife Wealth Inc. in Mississauga. These pieces are here to provide ongoing market context between reviews. If you would like to discuss your own portfolio, the contact page remains the best place to start.
September 2026
September 2026 Market Pulse
Canadian equities pulled back as higher yields and trade uncertainty weighed on markets. U.S. 10-year Treasury yields topped 5%, bringing income and rate volatility into focus.
Q3 2026
Q3 2026: A positive quarter for stocks, bond yields rise
Both the S&P/TSX Composite and the S&P 500 touched record highs in the third quarter, while long-term government bond yields climbed to levels not seen since before the global financial crisis.
August 2026
August 2026 Market Pulse
Global equities advanced in August as strong corporate earnings and continued artificial-intelligence investment outweighed renewed inflation and interest rate concerns.
July 2026
July 2026 Market Pulse
July was a reminder that strong fundamentals do not always translate into a smooth performance, with resilient earnings set against rising long-term yields and cautious central banks.
April 2026
April 2026 Market Pulse
Stock markets rebounded strongly in April after a weak March, even as higher oil prices and central bank caution kept inflation concerns in view.
March 2026
March 2026 Market Pulse
Stocks and bonds both weakened in March as Middle East conflict pushed oil prices higher, but the rate and inflation backdrop looks very different from 2022.
February 2026
February 2026 Market Pulse
Stocks were mixed in February while bonds gained ground, with geopolitical headlines driving much of the month's volatility.