The first half of 2025 has been a year of remarkable volatility and opportunity. From President Trump's new tariff policies to the impressive market recovery we've witnessed, these "peaks and pivots" have created both challenges and strategic openings for investors.

Key themes shaping our investment approach:

• Choppy, Directionless Markets Continue
• Valuation Matters
• Interest Rate Tailwinds Slowly Build
• Canadian Dollar Strength Driven by U.S. Weakness
• Opportunistic Buying in Premium Sectors

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