- Equity markets have been held captive to noise for too long again—and need to return to their fundamental drivers
- Join Brian for a disucssion of why markets still have room to run—and what you can do about it as an investor
Canada is reorienting at a pace not seen in decades. A $25 billion Canada Strong Fund. 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 U.S. 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.