Our recent conversation with Som Seif, CEO, Purpose Investments, continues. Som weighs in on the U.S./Canada and U.S./China trade war, and what that means for the economy and markets. Is the trade war for real?
Guardian Capital LP's Sam Baldwin ignores the TSX playbook to find Canada’s “coiled spring” stocks—building concentrated, index-agnostic portfolios around valuation asymmetry, quality, and patience to capture returns others miss.
While occasional bouts of volatility are likely, we expect the fixed income markets to provide ballast for portfolios and are likely to deliver solid returns in 2026.