Category: Analysis & Opinion
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IPO Momentum, Small-Cap Strength, and Sector Opportunities
The first half of 2026 has delivered a fascinating mix of improving market sentiment, persistent economic uncertainty, and renewed appetite for capital formation. In this month’s episode of The Market This Month, Canadian Securities Exchange Director of Listings Development Anna Serin sits down with Stonecastle Investment Management portfolio manager Bruce Campbell to discuss the resurgence…
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Markets in Motion: sector rotation points to new opportunities
Market leadership begins to broaden The market continues to be dominated by technology, but signs of rotation are beginning to emerge beneath the surface. In this week’s Markets in Motion, Bruce Campbell highlights the remarkable performance of SpaceX following its IPO, with the company quickly climbing into the ranks of the world’s largest public companies by…
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Markets in Motion: volatility spikes as investors brace for major IPO
Market volatility rises as traders reposition Investors are navigating a week marked by heightened volatility, shifting market leadership and anticipation around one of the largest IPOs ever brought to market. In this week’s Markets in Motion, Bruce Campbell highlights a sharp increase in volatility, driven in part by weakness in semiconductor stocks and broader repositioning across…
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Markets in Motion: Manufacturing strength fuels market momentum
Economic strength emerges where investors least expected it Consumer sentiment remains near historic lows, yet markets continue to push higher — a disconnect that has left many investors scratching their heads. In this week’s Markets in Motion, Bruce Campbell points to a key factor helping explain the divergence: manufacturing. Recent data shows manufacturing activity reaching…
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Markets in Motion: tech earnings challenge valuation fears
Strong tech earnings continue to drive market leadership Technology continues to dominate market leadership in 2026, and according to Bruce Campbell, the earnings data may justify much of the enthusiasm. In this week’s Markets in Motion, Campbell highlights how both technology and energy have emerged as the top-performing sectors year-to-date. While concerns around valuation remain common,…
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Critical Minerals: The New Global Resource War
Critical mineral demand is predicted to grow 500% by 2050, turning a market already worth hundreds of billions into a multi-trillion-dollar industry — the supply crunch is speculated to create a massive investment opportunity of the next industrial era. Episode Two of the Innovation Report takes viewers deep inside the growing battle for critical minerals…
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Capital Formation, Commodity Cycles & AI Market Growth
In this May 2026 edition of Market This Month, Anna Serin and Bruce Campbell discuss the sharp rebound in global markets following March volatility and examine the sectors currently driving investor momentum. The conversation covers the continued strength of the technology sector, renewed interest in commodities including gold, silver, lithium, rare earths, and energy, and…
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Markets in Motion: record highs raise valuation concerns
Strong markets, but are valuations flashing warning signs? In this week’s Markets in Motion, Bruce Campbell highlights the CAPE ratio, a long-term valuation metric that compares price to earnings. Currently sitting around 38, well above the historical average of 17, it suggests markets are trading at elevated levels. Historically, periods like this have been followed…
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From Global Tensions to Canadian Strength: Volatility, Commodities & Capital
Markets have remained volatile through April, driven by geopolitical tensions in the Middle East and rapid shifts in investor sentiment. In this episode of The Market This Month, Anna Serin and Bruce Campbell break down the recent market swings, the divergence between oil and metals, and why Canadian markets — particularly small and mid-caps —…
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The Uranium Renaissance: Cameco, Rio Tinto, and the Hidden Gem Stallion Uranium
Cameco: Integrated Market Leader Cameco is considered the backbone of the Western uranium supply. For years, the company has benefited from mines such as McArthur River and Cigar Lake in the Athabasca Basin. These offer high grades and thus attractive margins. The numbers speak for themselves: an adjusted EBITDA of approximately USD 1.4 billion for…