07/02/2026
Maili joined BNN Bloomberg television this morning to discuss market performance and what investors should be watching in the second half of 2026.Key Takeaways from the discussion:
• Markets broadened beyond the "Magnificent Seven." While the largest technology stocks were relatively flat to start the year, gains were driven by a much wider range of companies, including smaller-cap stocks. This broader participation is a healthy sign for markets and may support continued strength in the months ahead.
• AI remains a powerful long-term growth trend. Although some technology sectors may experience short-term volatility, investment in artificial intelligence continues to create opportunities across the economy, benefiting not only technology companies, but also industries such as semiconductors, infrastructure, data centres, and energy.
• Canada is showing signs of resilience. Despite modest economic growth, recent data has been better than expected, and foreign investment in Canadian bonds has increased significantly. These trends suggest growing confidence in Canada's economic outlook.
Bottom line: Maili remains cautiously optimistic on the second half of 2026, supported by strong corporate earnings, broader market participation, and continued long-term investment themes such as AI.
