2024 Global Outlook: Grabbing the Wheel, Putting Money to Work

Apr 19, 2026

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The report analyzes Canada’s investment environment under a new macro regime marked by higher volatility, persistently high interest rates, and tighter policy. It links stagnant growth and supply constraints to inflation dynamics and higher debt sensitivity in households and corporations. It outlines portfolio implications: preference for short-term Canadian bonds for income, caution on credit, and a quality tilt in Canadian equities, emphasizing AI-related themes alongside geopolitical and other “mega forces.”

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2024 Global Outlook: Grabbing the Wheel, Putting Money to Work

Apr 19, 2026

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