Canada is reorienting at a pace not seen in decades. Defense spending at its highest in years. A sovereign wealth fund launching for the first time in the country’s history. Trade relationships being rebuilt from scratch as the USMCA review looms. The 2026 US midterm elections threatening a seismic shift in Washington policy. And cold and hot wars in the Middle East, Eastern Europe, and Southeast Asia continuing to reshape global capital flows.
Our panelists will tell you which trends and risks matter most for North American markets—and name the specific stocks and ETFs positioned to benefit from what comes next.
- What does the macroeconomic environment look like and what does that mean for markets? Benjamin will provide his answers—and the data behind them
- Learn about the impact of geopolitics, rising commodities prices, and US-Canada trade tensions on the Canadian economy
- Plus, discover the best asset allocation and portfolio strategies for the year ahead