INVESTED: August Edition

Good morning! This month’s issue of Invested is packed with insights, from being featured by the Calgary Chamber, to tariffs and commodities, to warnings about Canada’s capital drain. Plus, we explore the psychology of conspiracy theories. Curious what it all means for investors and families? Find out below. Happy reading!

VIEWPOINT SPOTLIGHT

INSIGHTS FROM THE VIEWPOINT TEAM

Featured Member: Viewpoint Investment Partners

We’re proud to be featured as a member of the Calgary Chamber! At Viewpoint Investment Partners,  we’ve built our firm on family values, data science, and innovation.  From serving the founding family to launching Viewpoint Private Wealth this year, we’re growing with purpose and without compromising quality. Read on to see how we’re shaping the future of investment management!

Dial-A-Tariff: Policy Pivots Keep Growth Cushioned, but Craftsmanship Decides Commodity Outcomes

Rain may have dampened Calgary’s summer, but markets are blazing. Global equities push toward all-time highs, trade tensions ebb and flow, and commodities like copper and cocoa swing wildly as tariffs and regulations reshape pricing. With financial conditions loosening, could this volatility be the perfect setup, or the calm before the storm? Curious what it means for investors? Read on for more of CIO Scott Smith’s insights!

INSIGHTS FROM THE VIEWPOINT FOUNDATION

EXPLORING PHILANTHROPIC TRENDS & IMPACTFUL INITIATIVES

Conspiracy Culture: The Psychology Behind Conspiracy Theories

Conspiracy theories aren’t just wild ideas, they’re psychological lifelines in times of crisis, offering clarity, blame, and belonging when reality feels overwhelming. Rooted in cognitive dissonance, they become identities that resist facts, fueled by mistrust in institutions. But what if empathy, not debunking, is the real solution? Ready to explore the psychology behind conspiracy culture?

AUGUST’S INVESTMENT PULSE

What Today’s Modern Market Trends Reveal About Investor Thinking

The Bullish Case for Oil Is Real – But Far, Far Away

Oil bulls may dream of $100 crude, but reality says otherwise…for now. With prices hovering near $65, markets face more pain before any rebound. Supply cuts, dwindling investment, and steady demand could fuel a recovery by 2027–2028. Until then, patience (and losses) will test investors’ resolve. Read more from this Bloomberg article and found out if today’s slump will lay the groundwork for tomorrow’s boom!

Posthaste: Canada Suffering ‘Major Capital Drain’ as Foreign Investors Go MIA

This article from the Financial Post discusses Canada and how we are facing an unprecedented capital drain as foreign investors retreat and Canadians pour billions into overseas markets. With $8.3 billion leaving the economy in June alone, concerns mount over bond markets, federal debt, and investor confidence. Can Ottawa restore stability with clear policy and trade deals—or will this outflow spiral into something far more damaging?

PODCAST PICK

UNLOCKING INSIGHTS, ONE EPISODE AT A TIME

The Trade Value Leader Index

In episode of Geopolitical Cousins, Jacob Shapiro and Marko Papic debut their “Trade Value Index” where they rank their top 30 world’s most “tradeable” leaders. Based on “leadership effectiveness, economic performance, future potential, and strategic skill, their picks range from controversial figures to rising stars. Want to hear who made the cut and why? Tune in now!

MORE TO EXPLORE

CURATED READS FOR THE INQUISITIVE

The Housing Market Truth (In Five Cool Charts)

The housing market is shifting in surprising ways, from power swinging to buyers, to climate costs reshaping affordability, to zoning reforms actually working. With  real-time data storyboards, hidden signals are revealed before the headlines catch up. Want to see how today’s narratives (and tomorrow’s prices) are being rewritten in five powerful charts? Keep reading this article from Epsilon Theory to uncover the truth!

Misinformation: The Invisible Risk Undermining Families’ Wealth

Misinformation isn’t just a social media nuisance spread by conspiracy theorists, it’s an invisible risk that can derail even the smartest wealth strategies. From meme stocks to climate costs, emotion-driven narratives distort decision-making and feed financial echo chambers. The antidote? Canadian Family Offices calls for more media literacy, curiosity, and evidence-based discipline. Want to protect family wealth from the hidden cost of bad information? Read on for the full story.