Turbulent markets test our patience and our perspective. It’s easy to lose sight of the big picture when every headline shouts crisis. We stop thinking in years and start reacting to “right now”. And because right now feels chaotic, we instinctively project that chaos into the future. But here’s the reality, the portfolios are holding up well. Despite global uncertainty and nonstop noise, the positioning we entered the year with – reduced concentration risk, a focus on quality, and preparing for geopolitical tension – is doing its job.

 

 

Now is a time to pause, tune out the headlines, and trust the strategy we built for moments like this. In times of uncertainty, it’s normal to feel uneasy. History tells us that sound investing principles like staying disciplined, not reactive, is what works. Here are a few other reminders:

• Don’t React, Think Long-Term

Markets move fast, but your goals haven’t changed. Staying focused on where you want to go matters most.

 

• Trust the Tools

Diversification, high-quality assets, and inflation protection aren’t just theory – they’re working as designed.

 

• Use Us as Your Filter

Social media is loud. We are here to offer perspective and cut through the noise.

 

Volatility grabs attention, but it’s rarely the best guide for action. The real work – building a thoughtful, durable portfolio – happens long before the headlines turn loud. Trust the process.

 

I have also attached some commentary from our CIBC Economics team entitled “Questioning the narrative”.

 

As always, if you have any questions, please feel free to give us a call.

 

Have a great weekend.

 

Milan