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Weekly Update for the week ending August 21, 2026

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The AI Revolution: Understanding the Technology Behind the Investment Boom

AI is capable of far more than answering questions in a chatbot. It can analyse financial information, understand images, create content, solve complex problems, and increasingly take actions on our behalf. In Part 5 of The AI Revolution, we explore what these capabilities look like in the real world – from AI-assisted investment research to cybersecurity systems that can detect and respond to threats – and why these capabilities could create enormous economic value.

Weekly Update for the week ending August 7, 2026

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The AI Revolution: Understanding the Technology Behind the Investment Boom

Artificial intelligence (AI) may seem like software running in the cloud, but behind every AI-generated response is a vast physical infrastructure. From Nvidia’s powerful AI chips to advanced memory, high-speed networking, massive data centres, and enormous amounts of electricity, today’s AI systems depend on some of the most sophisticated technology ever built.

In Part 3 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we explore the infrastructure that makes AI possible and explain why companies across multiple industries—not just technology firms—are benefiting from the AI revolution.

Weekly Update for the week ending July 17, 2026

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Why Interest Rates Impact Some Stocks More Than Others
After better-than-expected inflation reports helped push markets higher, technology stocks led the charge while more defensive sectors lagged. The difference comes down to a key investing concept: some stocks are far more sensitive to changes in interest rate expectations than others.

In this week’s update, I explain why growth stocks like Nvidia often react differently than dividend-paying companies like utilities, and how Fed policy influences investor behaviour.

Weekly Update for the week ending June 26, 2026

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Canada’s Missing SPR

Last week we looked at America’s Strategic Petroleum Reserve and why it matters for oil prices, inflation, and financial markets. This week, we turn to Canada – where no such reserve exists. Instead of a government-controlled buffer that can be released during supply shocks, Canada relies on a very different system shaped by domestic production, commercial inventories, and private market forces. The result is an approach to energy security that looks quite different from what many investors might expect, with important implications for how supply disruptions are absorbed.

Monthly Portfolio Update May 2026

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Historically, May through October is a weaker period for markets, averaging gains of around 2% compared to roughly 7% from November through April. However, May got off to a strong start as the S&P 500 (S&P) and Nasdaq Composite (Nasdaq) both reached record highs in the opening week. While the rest of the month wasn’t a straight shot higher, the rally continued. The S&P broke above 7,500 for the first time, the tech-heavy Nasdaq crossed both the 25,000 and 26,000 milestones, and the Dow Jones Industrial Average (DJIA) climbed above 50,000 before ending May with its first-ever close above 51,000.