Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the second quarter of 2024. 

In this episode, Ben provides an insightful overview of growth and inflation across major economies, including the U.S., Canada, Europe, and Asia. He explores how the U.S. is navigating a slowing economy, the impact of rising unemployment in Canada, Europe’s positive growth outlook, and the surprising trade recovery in Asia.

The discussion also zooms in on equity markets, highlighting the performance of AI stocks, the influence of the 2024 Canadian federal budget on trading activity, and the resilience of Canada’s financial system amidst higher interest rates. Ben also shares his thoughts on the recent rate cut by the Bank of Canada, its impact on the bond market, and the importance of active management in fixed income portfolios. 

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