North American equity markets opened flat at the start of last week, as consumer confidence continues to find its footing. Concerns about tariffs and inflation, coupled with last week's batch of weak economic data raised some warning flags about US growth prospects. Despite the current market challenges, today's guest feels confident in his positioning, and even sees opportunity for Canadian equities later this year. Joining the show today to discuss how he’s navigating the North American equity market landscape is Portfolio Manager Darren Lekkerkerker.

Recorded on February 25, 2025.

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