Episode Summary
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
Episode Featured on:
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Disclaimer
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.