Miscellaneous (MISC) - 5i Research

Miscellaneous (MISC)

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Miscellaneous (MISC)

Q: What does your crystal ball say about US inflation heading into 2026? With equities looking vulnerable as they bouncing along the top, bonds also seemed poised to drop if prices rise more. In a conservative portfolio, what would be your equity/fixed income mix...and I assume you would stay short on most bonds.

Read Answer Asked by Curtis on January 02, 2026

Miscellaneous (MISC)

Q: Undervalued sectors, I think the CAD banks are on the high side now, thinking of rebalancing with the gains I had, but looking into what sectors are now undervalued. Any suggestions.

Read Answer Asked by Tim on January 02, 2026

Miscellaneous (MISC)

Q: Looking ahead to next year’s CUSMA negotiations, could you provide best- and worst-case scenarios and how each might affect markets?

Read Answer Asked by Matt on January 02, 2026