The Living Market Podcast

Why fiscal policy will have a leading role in 2026

This week, we have part two of our series on the 2026 market outlook. Ashish Utarid, Assistant Vice-President of Investment Strategy at IG Wealth Management delves into the fiscal engine, examining how expansionary fiscal policies in both the U.S. and Canada will drive market activity. He explains the effects of accelerated depreciation and Canadian stimulus on households, corporations and overall economic growth, emphasizing how this calculated boldness is likely to be rewarded by markets.

How will central banks drive the markets in 2026?

Philip Petursson, Chief Investment Strategist at IG Wealth Management, begins a four-part series on the 2026 market outlook by looking into the significant influence of monetary policy. He analyzes the current landscape, the signs indicating a weak recession risk and the supportive macroeconomic factors, with a deep dive into how global central banks' easing strategies will influence market performance and the Canadian dollar's stability.

Beating expectations: insights from earnings reports

Philip Petursson, Chief Investment Strategist at IG Wealth Management reviews third-quarter earnings results, highlighting the strong performance across the board. Philip emphasizes the importance of this earnings growth trend and discusses the balance between AI winners and other sectors. He also provides insights into valuations and the potential risks for the next quarter.

A closer look at the health of the bull market

Philip Petursson, Chief Investment Strategist at IG Wealth Management, delves into the current market conditions and offers insights on the bull market's health in this episode. He discusses the market cap distortion story, the rotation towards consumer discretionary exposures and why the primary trend remains higher.

2025 federal budget highlights

In this special edition of the podcast, Aurèle Courcelles, Vice-President of IG’s Tax and Estate Planning team explains how the changes in the recent federal budget could affect you. He discusses the tightened rules around trusts and the elimination of certain taxes, including on real estate and some luxury vehicles, which will be good news for many taxpayers. He also talks about changes to help caregivers who look after many of Canada’s seniors, plus how double dipping has been eliminated on the Home Accessibility Tax Credit.

Two cuts, two central banks, one message

Two cuts, two central banks, one message: the tightening chapter is over, says Philip Petursson, Chief Investment Strategist at IG Wealth Management. He uncovers the motivations behind the Bank of Canada and the U.S. Federal Reserve decisions to cut rates. He examines the impact on inflation, growth and monetary policy, and provides insights into what we might expect next in the coming months.

The top three topics on every investor’s lips

Tune in as Philip Petursson, Chief Investment Strategist at IG Wealth Management addresses the top investor questions: is AI in a bubble? What's happening with the Canadian dollar? And is gold's recent surge a safe-haven rally or a market bubble? Philip shares his expert insights on these pressing topics, providing clarity and context for investors navigating today's complex market landscape.

The strange market limbo where optimism meets constraints

Philip Petursson, Chief Investment Strategist at IG Wealth Management breaks down the key factors influencing the market this week, from gauging the optimism of small businesses to the implications of the U.S. Federal Reserve potentially reducing the size of its balance sheet. Philip explores the market’s addiction to liquidity and the challenges of navigating low yields and high valuations.

Momentum-chasing is distorting the volatility landscape

Philip Petursson, Chief Investment Strategist at IG Wealth Management, explores the surprising connection between the S&P's upward movement and the simultaneous spike in expected volatility, a situation that has never happened before. He explains how traders' focus on single-name leverage is distorting the volatility landscape and discusses the potential implications for the market as it heads into a busy October with significant economic data releases.

What credit spreads and bonds reveal about the economy

Right now, liquidity is plentiful, demand is strong, and even the riskiest bonds are trading just fine, says Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management. He says if credit spreads start drifting wider, that’s your cue to pay attention. This week Ashish dives into the bond market and explores the significance of credit spreads and their implications for the economy.