Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.
Asia’s equity outlook will likely depend on U.S. tariffs, China’s stimulus and Japan’s structural changes. Stable fundamentals support cautious optimism for investment-grade bonds.
Even with college tuition inflation slowing in recent years, college education costs continue to be a big-ticket item.