On the first episode of Market Minutes in 2026, Chaim sits down with Seth Roteman, Vice President of Investor Relations, to understand firsthand what he is hearing from U.S. investors and where they are allocating capital.
How are interest rates shaping portfolio allocations? Why are investors moving away from the traditional 60/40? How is the great wealth transfer creating an open market for alternatives? Tune in to this episode to find out!
What’s on the Agenda?
00:00 – Introduction
00:21 – The Interest Rate Effect and Outlook
01:00 – The Rate Drop Dilemma for CD Investors
01:44 – Changing Portfolio Allocations
02:51 – The Great Wealth Transfer
03:24 – Beyond the 60/40
04:35 – Why More Money is Coming into the Market
06:34 – The Growing Trend of Self-Directed Retirement Funds
07:35 – Market Minute | Rapid Fire Round
07:59 – Outro
Missed the last episode? Check out the previous Market Minutes episode!
Canadian Commercial Real Estate Outlook for 2026 | Market Minutes: Episode 8
We sit down with Max Goyzman, Vice President of Financing at Peakhill Capital, to break down our outlook on Canadian commercial real estate for 2026—discussing which markets are showing the most promise for new developments and in which asset classes.
