Canadian Equity Compass
from Macro Minutes
Interesting factoid - the Canadian stock market has outperformed the S&P and Nasdaq over the last year and has similar performance YTD. Who would have thought, without the AI driver and with tariffs and trade policy uncertainty. Listen to this episode to hear from Sara Mahaffy who recently launched her flagship Canadian Compass report. Sara unpacks what has happened to Canadian stocks, the fundamentals at the index and sector level, and what to expect going forward. Participants: Sara Mahaffy (Research), Head of Canadian Equity Strategy & Global Sustainability Strategy Research Jason Daw (Desk Strategy), Head of North America Rates Strategy * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
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