Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Maricic to analyze market themes from the fourth quarter of 2024.
Together, they explore key economic and political developments shaping the final months of 2024 and the early days of 2025. From Justin Trudeau's resignation and its implications for Canada’s political landscape to Trump’s policy shifts and their influence on global markets, Ben offers expert insights on interest rates, inflation, housing, and public equities.
Listen now to gain valuable perspectives on the factors driving today’s markets and what they mean for the year ahead.
Highlights
2:22 - Political transitions in Canada and implications for proposed legislation
6:30 - North American equity market performance and valuation metrics
13:20 - Bank of Canada's interest rate decisions and currency implications
17:37 - Changes to Canadian immigration policy and real estate sector impacts
19:44 - Current inflation trends and monetary policy outlook
20:57 - Market sentiment and portfolio positioning considerations
