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Strategy8 min read

Fixed vs Variable at Renewal — The 2026 Outlook

With the Bank of Canada in an easing cycle and bond yields choppy, the fixed-versus-variable decision at renewal in 2026 is genuinely close. Here's the framework.

Historically, variable-rate mortgages have out-performed fixed roughly 80% of the time. That's the classic argument for variable. But past performance is not a rate forecast, and in 2026 the calculus is unusually tight.

How to think about it

Fixed rates are priced off government bond yields plus a lender spread. Variable rates move with the Bank of Canada's overnight rate. The spread between the two right now is small — often under 30 basis points — which historically favours fixed for peace-of-mind buyers.

The right answer is the one that lets you sleep. If a 100-basis-point rate hike would stress your household budget, take fixed. If your household can absorb rate volatility, variable has a slight expected-value edge in a falling-rate environment.

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