Inflection Point: The Case For Canada

Canada has been a diminishing allocation within some investment portfolios since the Canadian government removed the foreign investment limit for registered plans in 2005. The size and cyclical nature of the Canadian market led investors towards foreign markets where better diversification, lower volatility, and higher returns could be achieved.

A lot has changed in the world since 2005, and we believe the Canadian market is better positioned to take advantage of this changing world. Trade, interest rates, inflation, energy security, and the climate transition are the dominant themes around the globe today. Consequently, Canada’s superior expected growth compared to its G7 peers, its rich resource and commodity diversity, and its historically positive expected returns in inflationary times are all factors that point towards long-term economic prosperity for Canada and its stock markets.

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