Market Commentaries
Q2 Market Commentary: Volatility, War, and Valuation Discipline
14.04.26
The first quarter of the year served as a reminder that markets rarely move in straight lines and that uncertainty—while uncomfortable—often creates opportunity.
Q4 PIMG Commentary: A Surprisingly Good Year
08.01.26
2026 will be remembered as another year that proved how difficult it is to forecast the market. What started with optimism quickly turned to extreme pessimism and swung back to cautious optimism.
Craig White on In the Money: Navigating the Most Unloved Bull Market
10.22.25
Craig White, Senior Wealth Advisor and Portfolio Manager at Plena Wealth, Raymond James Ltd., joins Amber Kanwar on the In the Money podcast to explore what he calls "the most unloved bull market ever."
Q3 PIMG Commentary: Market Strength Amid Economic Weakness
10.08.25
Over the past few months, North American equity markets have shown resilience amid mixed economic signals.
Q2 PIMG Commentary: A Record Recovery
10.07.25
The second quarter of 2025 was a strong reminder of the importance of having a long term investment plan that accounts for unexpected, short term disruptions.
Q1 PIMG Commentary: Re-Emphasizing A Diversified Approach
04.30.25
The first quarter of 2025 offered mixed results for globally allocated investors.
Q4 PIMG Commentary: Cautious Optimism As We Enter 2025
01.21.25
The year 2024 was a strong one for equity markets and the fourth quarter was a positive contributor.
Q3 PIMG Commentary: The Impact of Lower Rates
10.07.24
Gains in financial markets over the last three months were broad-based across assets classes and geographies.
Q2 PIMG Commentary: Mixed Messages
07.16.24
So far, in 2024, economic data and financial markets have provided many mixed messages.
Q1 PIMG Commentary: Economic Resilience Supports Another Good Quarter
04.11.24
The first quarter proved to be another constructive period for most equity markets. The positive momentum from late 2023 has continued thanks to decent corporate earnings, a resilient economy and inflationary readings that are trending closer to targets.
Q4 PIMG Commentary: A Strong Finish
01.23.24
Investors have much to celebrate after asset prices rose across the board in the final quarter of 2023. Market sentiment swung from concern to euphoria as the potential for a soft economic landing and lower rates ahead began to gain traction. The tried-and-true maxim of buying into fear is once again looking wise as we turn the page on a volatile but rewarding year.
Q3 PIMG Commentary: Inflation and Interest Rates
01.18.24
The third quarter delivered some familiar headwinds to financial markets. A resurgence of inflation and stubbornly strong employment were enough to send bond and stock markets lower.
Q2 PIMG Commentary: Resilience in the Face of a Slowing Economy?
07.11.23
The second quarter witnessed a consolidation of early 2023 trends as artificial intelligence (AI) captivated the markets’ attention. Inflation and interest rates mostly continued along their expected trajectories - softer inflationary pressures and slightly more aggressive monetary policy.
Q1 PIMG Commentary: Ignoring the noise
04.12.23
The first quarter was once again a testament to a few key principles to successful investing; 1) avoiding investment decisions based on short-term noise, and 2) the importance of focusing on company specifics as opposed to markets as a whole.