There's no shortage of factors driving markets right now. In this episode, Sarah Bull and Andrew Csumrik begin with oil, examining what it is truly signalling about today's market environment, before unpacking the broader mix of forces at play, including ongoing volatility. The conversation reflects the reality investors are facing: a convergence of factors, where staying disciplined matters more than ever.

Despite a strong finish for equity markets in 2025, investors navigated a series of disruptive themes throughout the year, from DeepSeek-driven volatility early on to tariffs, geopolitical conflicts, and U.S. political risk. This episode reviews the forces that shaped markets in 2025 and considers the outlook for 2026, including consumer strength, market breadth, protectionism, elevated valuations, and risks associated with rising long-term interest rates.

In this final Women & Wealth episode of the year, Sarah Bull welcomes Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management to reflect on an eventful 2025 and explore what themes matter for investors for 2026.

They discuss AI's growing market influence, the widening wealth divide in the U.S., and the policy forces to watch in the year ahead – along with the value of diversification and a steady long-term approach.