IPO Momentum, Small Caps & Sector Rotation

Episode 6 of  The Market this Month is live - and we're seeing growing signs that capital markets are reopening as investors position for opportunities in the second half of 2026.

Powered by the Canadian Securities Exchange in partnership with Stockhouse, host Anna Serin is joined by Bruce Campbell of StoneCastle Investment Management to break down the latest trends shaping junior and small-cap markets.

Spotlight topic: IPO momentum returns as capital markets reopen

A surge in IPO activity across Canada and the U.S., alongside continued financing strength, is signalling renewed investor confidence. As capital flows back into growth sectors, investors are watching for opportunities across technology, resources, and emerging small-cap companies.

Also in this episode:
• IPO resurgence: Major new listings reflecting stronger risk appetite
• Technology markets: New growth companies returning to public markets
• Resource sector strength: Financing momentum continuing beyond PDAC
• Inflation & rates: Driving shifts across commodities and sectors
• Small caps: Earnings growth supporting continued outperformance
• Market outlook: Sector rotation opportunities emerging into summer

“The risk appetite and interest in new companies has really evolved here.” — Bruce Campbell

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