As we close the books on Q1 2026 earnings season, we wanted to provide a comprehensive analysis outlining our current views on the overall market environment and macroeconomic backdrop and how earnings have shaped our outlook for the remainder of the year. Across US and Canadian markets, Q1 results were very strong and are pointing to 20%+ growth in earnings for the full year. This is well above long-term averages and the levels that were anticipated at the beginning of the year. Earnings has historically been the main driver of equity market performance and these results are a key consideration for our Investment Committee’s base case view that equity markets should continue to be strong for the remainder of the year.
Insights - The Calm Beneath the Storm: Q1 Earnings Breakdown
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