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Insights
February 2026
With electricity demand set to soar, clean energy valuations are riding high, but can that be sustained through 2026?
As energy demand rises, automation accelerates and healthcare advances, engineering group IMI is well placed to...
Uncovering new investment opportunities in the AI market requires a rethinking of conventional approaches to valuations...
We run through our thoughts on last week’s choppy price action in the S&P 500 and reiterate our 7,750 12-month-forward...
With 100 more S&P 500 companies reporting, we're replacing 'sleepy' with 'slightly squishy' to as a phrase to describe...
January 2026
The voluntary carbon removal market is shifting from early adopters to mainstream corporate buyers, creating urgency...
Can biotech sustain its renewed momentum in 2026, or have the biggest near-term opportunities already been captured?...
4Q25 reporting season kicks off this week with the big Banks. Here’s a rundown on what we’re watching and hoping to...
What RBC's Canadian Bank CEO Conference reveals about banking's 2026 outlook.
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