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We are seeing the market take a bit of a pause, as it resets and determines which direction it's going from here. After a strong recovery, things aren't pulling back in a big way. But investors are starting to look more carefully at what comes next. Where will the next leg of returns come from?

In the US, major indices are finishing a bit mixed. The real story she's seeing is under the surface. Leadership keeps shifting. Energy, AI, and tech names are holding up well. Consumer and rate-sensitive areas are easing.

At the beginning of the year a lot of people took profits on tech names to rotate into value. The peak-to-trough selloff in March was ~9%. What carried us out of the recovery was growth.

She's not surprised to see growth continue to do well. However, having a diversified portfolio (including exposure to value) is prudent. Great environment for more active management, as she expects more volatility ahead.

As expected, both the BOC and the Fed held rates.

She's certainly monitoring oil. Its move above $105 is now front and centre because that can feed into inflation. Canada is still an energy-heavy country, so that makes it harder to determine the path of rate cuts going forward.

At the beginning of the year, markets were anticipating 3 rate cuts out of the US. Now we've gone down to 0. To see US rate cuts on the table, we'll need to see energy and oil pull back.

She expects a short-term blip in inflation, which could cause some panic and volatility in markets. Once we get through that short period, we could see inflation pull back down, which could possibly put rate cuts back on in the US for the second half of the year. It's a matter of wait-and-seeing the economic data to determine what impact closure of the Strait has had.

One of the largest US banks, the gold standard. Leading across all divisions. Consistently delivers some of the strongest returns in the industry. 

Just reported strong quarter, record trading revenue, earnings up 13%, revenue ahead of expectations. Pulled back on slightly higher expense guidance. Higher-quality name, trades at a premium (for good reason).

Citi is still a turnaround story. CEO has been simplifying the business -- cutting costs and focusing on strongest franchises. Strong quarter, beat on revenue and earnings. Outperforming peers. Cheaper, with more upside potential (but more risk if turnaround stops working).

She's sticking with JPM, but C is a reasonable choice if you like the turnaround angle.

Still a turnaround story. CEO has been simplifying the business -- cutting costs and focusing on strongest franchises. Strong quarter, beat on revenue and earnings. Outperforming peers. Cheaper, with more upside potential (but more risk if turnaround stops working).

JPM is one of the largest US banks, the gold standard. Leading across all divisions. Consistently delivers some of the strongest returns in the industry. Just reported strong quarter, record trading revenue, earnings up 13%, revenue ahead of expectations. Pulled back on slightly higher expense guidance. Higher quality name, trades at a premium (for good reason).

She's sticking with JPM, but C is a reasonable choice if you like the turnaround angle.

Telcos have been under pressure for quite a while, extremely volatile. She owns none of them. Until she sees a sector turnaround, she's staying clear.

This name is still one of the Big 3. Still using capital to push into the US via Ziply. Good move to sell sports stake to Rogers. Rebuilding balance sheet, pivoting to fibre as the growth story. Turnaround still has some work to do, but it's taking the right steps.

Strong name. Second-largest of the Big 5, with one of the largest US retail franchises among those 5. Redeemed from money-laundering scandal, and Q1 had record earnings. Stock's now run past consensus target. Not a bad idea to trim, wait for a better point to re-enter.

RY is her play in the sector.

She trimmed on the big runup. Still one of the top O&G producers in Canada. Essential backbone of Canadian energy. Stands out on capital return. Raised dividend again. Compounded annual growth of 20%. Ranks 9/10 on value.

Energy will still be one of the top performers for 2026. If oil pulls back, this name will see some volatility -- great time to take a look at it.

One of the highest-quality ways to play global infrastructure spending. Pullback and volatility in the 1-year chart. Strategic push into power and energy. Acquisitions have focused on energy consulting. 10/10 on fundamentals. Long-term compounder.

Quite volatile. On her watchlist. One of the strongest platforms in the e-commerce space. Total value of goods sold expected to grow 32%. AI already helping merchants attract customers.

Be patient for a favourable entry point to get in.

Oligopoly, with high barriers to entry. Long-term contracts create a stable base of revenue. Story's shifting more to digital, which should support margins over time. Risks are that it depends on relatively small number of customers, plus heavily regulated.

Path to analysts' lofty targets could take a while.