From the Desk of the Fixed Income and Equities Teams: The Case for Canada's Investment Renaissance

The 2025 Federal Budget positions Canada as a top investment destination by balancing fiscal discipline with strategic growth. Major investments in infrastructure, defense, and housing, alongside tax incentives, support productivity and competitiveness. Canadian fixed income offers attractive yields and stability, while equities benefit from sector-specific opportunities in industrials, materials, and financials. Policy certainty, stable debt, and trade advantages reinforce Canada’s resilience amid global uncertainty.