This episode explores the third pillar of our 2026 market outlook: the transformative AI supercycle. Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management, unpacks how disciplined, cash-flow-backed investments in artificial intelligence infrastructure are reshaping economic growth, enhancing productivity and driving the next phase of expansion. He says today’s AI investing cycle is fundamentally different from prior tech booms, and explores what this means for the markets and broader economy.

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.

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.