Skip to main content

From the Desk of the Fundamental Equities Team: Owning the Inputs to the Future - The Case for Canada

Published: October 16, 2026

Market Perspectives  10 minutes

The strongest case for Canada is not what mattered over the last decade. It is what may matter in the next one.

As the world demands more electricity, more critical minerals, more secure supply chains and more trusted partners, Canada's competitive advantages become increasingly relevant. For years, Canada was often viewed primarily as a resource market in a technology-driven world. The next decade may reveal a different reality: The world needs exactly what Canada has.