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Lighthouse Outlook

Lighthouse Outlook

Written by: MacNicol and Associates Asset Management
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Join us on Lighthouse Outlook, where the experts at MacNicol & Associates Asset Management guide you through the turbulent waters of investing. Each episode shines a light on strategies to secure your financial future, offering insights and advice to help you navigate towards safe harbour investments. Whether you’re a seasoned financial planner or just starting, our discussions provide the knowledge you need to make informed decisions.2025 MacNicol and Associates Asset Management Economics Personal Finance
Episodes
  • The AI Trade Is Propping Up Markets—but the Breadth Is Weakening MAAM Weekly Research Meeting Ep. 90

    The AI Trade Is Propping Up Markets—but the Breadth Is Weakening MAAM Weekly Research Meeting Ep. 90
    Oct 16 2026

    The team breaks down how hot inflation data, rising yields, and concentrated AI-driven earnings are shaping the markets. They also discuss election risks, bond-market signals, energy, gold, and what could be next for stocks.

    This discussion is for informational purposes only and does not constitute investment advice.

    To learn more go to http://www.MAAM.ca or http://MacNicol.com

    You can also follow us on
    X @MacNicol_Asset and
    Instagram @MacnicolAsset

    Tags

    #inflation #cpi #realestate #concentration #investing

    Keywords: market analysis, economic indicators, AI impact, sector performance, investment strategies
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    46 mins
  • Rates Are Rising, Breadth Is Fading — MAAM Weekly Research Meeting Ep. 89

    Rates Are Rising, Breadth Is Fading — MAAM Weekly Research Meeting Ep. 89
    Oct 9 2026

    Rising yields are reshaping the outlook for bonds, while gold’s correction and a narrow, AI-led rally raise questions about the market’s underlying strength. The team examines market breadth, shifting rate expectations, and what these trends could mean across equities and other asset classes.


    This discussion is for informational purposes only and does not constitute investment advice.

    To learn more go to http://www.MAAM.ca or http://MacNicol.com

    You can also follow us on
    X @MacNicol_Asset and
    Instagram @MacnicolAsset


    Keywords: market trends, investment strategies, stock indices, commodities, currencies, geopolitical impacts, economic shifts

    Hashtags: #interestrates #bonds #treasuries #energy #mergers #canada #inflation #energy
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    42 mins
  • The Hidden Risk in Markets: Everything Depends on a Few Stocks - MAAM Weekly Research Meeting Ep. 88

    The Hidden Risk in Markets: Everything Depends on a Few Stocks - MAAM Weekly Research Meeting Ep. 88
    Oct 2 2026

    In this market update, the team examines why strong headline index performance may be masking broader market weakness. They discuss AI company valuations and deal activity, narrowing market breadth, the influence of mega-cap stocks, rising Treasury yields, a stronger U.S. dollar, and the outlook for bonds, gold, oil, and crypto.


    This discussion is for informational purposes only and does not constitute investment advice.

    To learn more go to http://www.MAAM.ca or http://MacNicol.com

    You can also follow us on
    X @MacNicol_Asset and
    Instagram @MacnicolAsset


    Keywords: market outlook, investing, macroeconomics, AI stocks, Nvidia, Meta, S&P 500, market breadth, market concentration, interest rates, bond yields, inflation, US dollar, Canadian dollar, Bitcoin, gold, portfolio hedging, equity correction

    Hashtags: #MarketOutlook #Investing #Macroeconomics #AIStocks #Nvidia #SP500 #InterestRates #MarketBreadth #Bitcoin #Gold
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    25 mins
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