Sound Investment Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around.