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How Inflation, Trade and AI are Reshaping Markets.
There’s a lot happening in world right now. In this week’s video, Will and Greg focus on three big forces, money, politics and technology. From interest rates and inflation to trade wars, the Middle East, U.S. midterms and the impact of AI, we connect the dots and explore what it all means for investors and portfolios.
We dig deeper into the AI story. the transformational opportunities, the doomsday fears, the role of regulation, and how we’re approaching it as investors.
We go beyond the headlines on AI doomsday fears, rising interest rates and Canada’s response to the trade war and look at what it all means for you.
Connecting the dots between the headlines, the bigger forces at play, and how we’re positioning for a changing world.
Why a changing world is creating new opportunities in the real economy, the opportunities we see across power, infrastructure, defence and resources, and how we’re positioning for what comes next.
What the latest tariffs could mean for markets and our portfolio, and the growing importance of Canada’s natural resources in a changing world.
Making sense of the risks, opportunities and what becomes more valuable in an AI world.
How fundamentals, positioning, and technicals work together to help us decide what to own, why to own it and when to own it.
How the right portfolio, the right plan and the right people work together to help you make the most of your wealth.
After a bumpier July, we look at the risks and opportunities shaping the months ahead and how we are positioned for what comes next.
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