The market intelligence we work in.
Research and analysis on private real estate, private credit, and infrastructure — from the Alts Insider research network, which Two Sevens Capital contributes to and draws on.
Browse by theme →February 2026 Market Pulse
The Supreme Court strikes down IEEPA tariffs, Trump pivots to Section 122, and Canadian housing buckles under the weight of uncertainty.
Monday Market Minute | Feb 23, 2026
The US Supreme Court rules that IEEPA cannot be used to impose tariffs, forcing a pivot to Section 122 with a 10% rate capped at 150 days. Canadian private markets process the implications of a narrower, time-limited trade barrier.
Monday Market Minute | Feb 16, 2026
Canadian housing prices fall for the eighth consecutive month with benchmark values down 4.9% year-over-year. Regional divergence widens as Quebec defies the trend while Ontario weakens further. The mortgage renewal wall adds pressure.
Monday Market Minute | Feb 09, 2026
As US-Canada trade tensions persist and bank lending tightens, private credit demand surges. The US House votes to repeal tariffs, but uncertainty remains. Displacement lending opportunity grows for private capital.
Monday Market Minute | Feb 02, 2026
US tariffs on Canadian goods under IEEPA authority send shockwaves through cross-border supply chains. Private markets assess exposure as the Canadian dollar weakens and trade uncertainty peaks.
January 2026 Market Pulse
The BoC holds at 2.25% as trade uncertainty reshapes the outlook, and Canadian private markets enter 2026 on the defensive.
Monday Market Minute | Jan 26, 2026
The Bank of Canada holds at 2.25% on January 28, confirming the end of its easing cycle and warning that monetary policy cannot offset the economic damage from potential US tariffs.
Monday Market Minute | Jan 19, 2026
Escalating Trump tariff threats toward Canadian goods force PE sponsors to pause deal activity, while the Canadian dollar weakens and inflationary pressures re-emerge.
Monday Market Minute | Jan 12, 2026
Canadian housing data reveals softening beneath headline stability as the 2026 mortgage renewal wall approaches peak volume, creating headwinds and opportunities in private lending.
Monday Market Minute | Jan 05, 2026
Canadian private markets enter 2026 with BoC rates steady at 2.25% and deal pipelines healthy, but escalating Trump tariff rhetoric introduces fresh uncertainty.
Q4 2025: Seven Years of Lessons — Canadian Private Markets 2019-2025 in Review
A quarterly review of Canadian private markets
December 2025 Market Pulse
The BoC holds at 2.25% to close the year, and 2025 ends as the year normalization was completed.
Monday Market Minute | Dec 29, 2025
Looking ahead to 2026: stable BoC rates, gradual tariff normalization, and structural tailwinds position Canadian private markets for another strong year.
Monday Market Minute | Dec 22, 2025
A comprehensive review of Canadian private markets in 2025: tariff disruption tested resilience, rate cuts supported fundamentals, and alternatives outperformed.
Monday Market Minute | Dec 15, 2025
Canadian private credit delivers 9%+ returns in 2025, outperforming public fixed income by over 500bps and establishing itself as a core portfolio allocation.
Monday Market Minute | Dec 08, 2025
Canadian infrastructure emerges as the best-performing alternative asset class of 2025, delivering stable returns with inflation protection amid trade chaos.
Monday Market Minute | Dec 01, 2025
Markets debate whether the BoC will deliver a final 25bps cut to 2.00% in December, setting the terminal rate for the easing cycle.
November 2025 Market Pulse
Fortress founders found guilty of fraud, and the regulatory reckoning of 2019-2025 reaches its final chapter.
Monday Market Minute | Nov 24, 2025
Canadian housing market cools with seasonal patterns but 2025 data confirms a genuine recovery year with volumes and prices trending positively.
Monday Market Minute | Nov 17, 2025
Consensus builds around partial tariff normalization in 2026 as political and economic pressures create openings for bilateral trade adjustments.
Fortress Founders Found Guilty
From the Alts Insider archive — contributor insights from November 2025
Monday Market Minute | Nov 10, 2025
Canadian PE exit activity accelerates in Q4 as sponsors push to complete liquidity events before year-end, with valuations supported by falling rates.
Monday Market Minute | Nov 03, 2025
Canadian private credit managers report record Q3 deployment and pipeline activity, positioning the asset class for its strongest annual performance in years.
October 2025 Market Pulse
The BoC cuts to 2.25%, approaching the end of the easing cycle, and private markets operate with steady confidence.
Monday Market Minute | Oct 27, 2025
Canadian crypto investment matures as regulated fund structures capture the majority of institutional and HNW capital flows into digital assets.
Monday Market Minute | Oct 20, 2025
Nine months of US tariffs have produced clear winners and losers in Canadian private markets. Domestic-focused strategies outperform cross-border exposures.
Monday Market Minute | Oct 13, 2025
Canadian office real estate remains challenged as vacancy rates stay elevated, but conversion-to-residential strategies gain investor interest.
Monday Market Minute | Oct 06, 2025
Bank of Canada cuts to 2.25% in October, approaching the neutral rate range and raising questions about how much further easing is warranted.
Q3 2025: The New Normal — Post-Crisis Private Markets in Canada
A quarterly review of Canadian private markets
September 2025 Market Pulse
The BoC resumes easing with a cut to 2.50%, and fall markets open with quiet confidence.