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Artificial Intelligence Becomes Canada's Fastest-Growing Investment Theme as Capital Spending Explodes Across Multiple Sectors

While many investors initially viewed AI as a technology-sector story focused on software and semiconductors, the narrative has expanded dramatically.

Ankur Sharma | 08 June 2026

Canada's Banking Sector Emerges as One of the Strongest Investment Themes of 2026

For decades, Canadian banks have been viewed as among the safest and most profitable financial institutions in the world.

Ankur Sharma | 08 June 2026

Could Reverse Mortgage Rates in Canada Affect Retirement Planning for Homeowners?

Canadian home prices have grown substantially over the past two decades, creating significant home equity for many older homeowners. Reverse mortgages offer one way to access that equity without selling the home or making monthly payments.

Ankur Sharma | 19 May 2026

Why Are Mortgage Delinquencies Rising in Toronto, Barrie and Windsor as Debt Pressure Builds?

Canadian mortgage delinquencies have risen unevenly. Some markets have remained relatively stable; others have shown sharper increases. Ontario cities — including Toronto, Barrie and Windsor — have been at the forefront of recent moves.

Ankur Sharma | 19 May 2026

Equinox Gold’s $5.1 Billion Orla Mining Deal: Is a New Gold M&A Wave Beginning?

Gold mining is no stranger to mergers and acquisitions. As gold prices have firmed and capital costs have remained elevated, mid-tier producers have looked at consolidation as a path to scale, lower unit costs and diversified production. The reported $5.1 billion combination of Equinox …

Ankur Sharma | 19 May 2026

Are Canada’s Big Six Banks Overvalued and What Should Investors Watch This Earnings Season?

Canada's Big Six banks are once again under the microscope. Royal Bank of Canada, Toronto-Dominion Bank, Bank of Nova Scotia, Bank of Montreal, Canadian Imperial Bank of Commerce and National Bank of Canada together form one of the most concentrated and influential banking systems …

Ankur Sharma | 19 May 2026

What Is Behind the Production Cut at a Labrador Critical Mineral Mine?

Canada's critical minerals strategy depends on successful project execution across geographies and commodities. When operational issues, market conditions or strategic considerations lead to production scale-backs, they offer important lessons for the broader sector.

Ankur Sharma | 19 May 2026

Canada’s Housing Market Warning: Why Are Mortgage Debt and Delinquencies Rising?

Canada's housing market has long been described in superlatives, and the latest data on household debt continues that tradition. Total mortgage debt has reached new records even as the pace of price appreciation has cooled. At the same time, delinquencies have begun to climb …

Ankur Sharma | 19 May 2026

Why Are Gen Z Canadians Skipping Down Payments and Spending More on Travel Instead?

Generation Z faces a Canadian housing landscape that looks very different from the one their parents or older siblings encountered. Prices have risen faster than wages,Mortgagequalification has tightened and the down-payment hurdle is significant in major cities.

Ankur Sharma | 19 May 2026

Why Is ‘Managed Disengagement’ Becoming Corporate Canada’s New Executive Exit Strategy?

Senior executive transitions have always been delicate. When mismanaged, they can disrupt operations, shake investor confidence and damage organizational culture. Corporate Canada is increasingly adopting a more structured approach known as 'managed disengagement.'

Ankur Sharma | 19 May 2026