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Insights
Blog &
Commentary
Market insights and financial commentary from the Waterloo Capital Advisors team.
Investor Newsletters
Our investor newsletters provide timely market commentary and investment insights for our clients.


AI Spending Drives Long-Term Opportunity
AI Robot at work in an office AI Spending Drives Long-Term Opportunity Despite Short-Term Market Volatility June 26, 2026 Dave Dookie, Managing Director AI Remains the Long-Term Investment Theme: Despite a sharp pullback in technology stocks this week, artificial intelligence continues to be the dominant long-term growth story. Investors are becoming more selective, favoring companies with proven AI-driven earnings while reassessing stretched valuations. Global Markets Ended
Waterloo Group
Jun 296 min read


Trinidad Charts a Stronger Economic Course
June 20, 2026 Trinidad Charts a Stronger Economic Course, from Stabilization to Growth Trinidad & Tobago Mid-Year Review Shows Improving Fiscal Position: The Government reported a reduction in the fiscal deficit from 5.8% of GDP to 4.0% of GDP, supported by stronger than expected revenues and controlled expenditure. Investor confidence was further boosted by the successful US$1 billion international bond issue and Moody’s Stable Outlook. U.S. Markets led by Technology Stocks:
Waterloo Group
Jun 226 min read


Moody’s Strengthens Trinidad and Tobago’s Credit Outlook
Moody’s Strengthens Trinidad and Tobago’s Credit Outlook
Waterloo Group
Jun 136 min read


IPO Revival, AI Pullback and Strong Liquidity Shape Global Markets
Strong pipeline of June IPOs, led by the anticipated SpaceX listing.
Waterloo Group
Jun 78 min read


Natural Gas Rebounds as Global Demand Outlook Improves
Natural Gas Rebounds as Global Demand Outlook Improves
Waterloo Group
May 317 min read


Trinidad at an Inflection Point, Economic Confidence and Market Strength Return
Trinidad at an Inflection Point, Economic Confidence and Market Strength Return
Waterloo Group
May 246 min read


Caribbean Bonds and Global Markets Face Higher Interest Rates
Caribbean Bonds face higher interest rates.
Waterloo Group
May 176 min read


AI Rally Extends as Energy Risks Support Oil Markets
AI Rally Extends as Energy Risks Support Oil Markets
Waterloo Group
May 97 min read


Caribbean Bonds Steady as Global Equities Grind Higher
Caribbean Bonds Steady as Global Equities Grind Higher
Waterloo Group
May 36 min read


Tech Rally Continues and Trinidad Bonds show Strength
Tech Rally Continues and Trinidad Bonds show Strength
Waterloo Group
Apr 266 min read


Geopolitics Drive Energy Prices
Geopolitics drives energy surge in 2026, Trinidad Assets hold firm.
Waterloo Group
Apr 196 min read


Trinidad and Tobago's Economic Recovery
T&T's Economic Recovery Underway but Gradual
Waterloo Group
Apr 116 min read


Strong Credit, High Yield
Strong Credit, High Yield: Trinidad & Tobago Bonds Are Gaining Investor Attention Dave Dookie, Managing Director Caribbean sovereign bonds continue to trade at elevated yields due to global rising interest rate pressures, offering attractive income opportunities relative to developed markets. Trinidad and Tobago bonds yield 4.9% to 6.7% across the curve, trading tighter than regional peers due to its investment-grade status and energy driven fiscal strength. Higher oil prices
Waterloo Group
Apr 45 min read


T&T Market Advances
T&T Market Advances as Energy Prices Reshape Global Equity Performance Dave Dookie, Managing Director Rising energy prices are driving global markets . Increase in Brent Crude Oil and a modest decline in Natural Gas prices have reinforced inflation concerns, triggering a shift toward energy, financials, and defensive sectors, while pressuring growth and consumer-oriented stocks in the Global Market. U.S. Equities extended the sell-off . S&P 500 fell (-2.10%), Dow Jones Indust
Waterloo Group
Mar 305 min read


Energy prices surge
Energy prices surge, global volatility presents opportunities and risks for Trinidad and Tobago Dave Dookie, Managing Director Higher global energy prices are emerging as one of the most significant macroeconomic variables for Trinidad and Tobago in 2026. As a hydrocarbon dependent economy, government revenues, critical foreign exchange inflows, and overall fiscal stability remain closely linked to movements in oil and natural gas prices. Recent geopolitical developments in
Waterloo Group
Mar 234 min read


Euro area and the U.K. in recession
2023 – Market recovery with bumps along the way Reflecting on the closing of 2022, we note that the U.S. economy narrowly avoided recession, Europe's financial markets continuing to decline, and Asia showed signs of growth following the reopening of major markets after the peak of the Covid-19 pandemic. On the horizon for 2023 forecasted is weaker growth, higher inflation, and more Central Bank interest rate hikes. In contrast to the U.S., the Euro area and the U.K. are mos
Waterloo Group
Dec 30, 20227 min read


US powerful economic restart
Inflation risk on the horizon as markets adjust to the new nominal theme June 1, 2021 Global markets have responded to the re-opening of the more developed economies with double digit stock market year-to-date returns. The S&P 500 index closed May 2021 with a positive return for the year at 11.93 per cent while the Nasdaq and the Dow Jones both produced returns of 6.68 per cent and 12.82 per cent respectively. London’s FTSE index recorded a year-to-date gain of 8.70 per c
Waterloo Group
Jun 30, 20217 min read


IMF 2021 Outlook
In 2021 global growth is projected at 5.5 percent. Overall, this would leave 2021 GDP some 6½ percentage points lower than in the pre-COVID-19 projections of January 2020. The adverse impact on low-income households is particularly acute, imperiling the significant progress made in reducing extreme poverty in the world since the 1990s.
Dave Dookie
Feb 8, 20211 min read


Dave Dookie
Feb 8, 20210 min read


Shutdown of global economies
2021 The Year of Recovery The past year has been one for the history books. The COVID-19 pandemic triggered an unprecedented sudden shutdown of global economies with constraints on social activities and travel not seen in decades. There were massive protests and social unrest in the United States and across Europe. Further, in November we witness what was perhaps the most contentious and polarized US presidential election in recent history. The United Kingdom formally exit th
Waterloo Group
Jan 30, 20217 min read
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