Скачать или смотреть Market Resilience, Rate Cuts & Financial Leadership

Markets remain resilient despite ongoing risks. With rate cuts expected in both Canada and the U.S., financials are emerging as leaders, supported by improving credit conditions, dividend growth, and strong earnings. Portfolio Manager Amit Joshi shares our perspective on market resilience, interest rate outlooks, and opportunities in Canadian financials.

0:00 – Market resilience
1:15 – Outlook for interest rate cuts in Canada and the U.S.
1:50 – Credit spreads remain tight; confidence from earnings season
2:25 – Balancing rate cuts and inflation risks
3:35 – Data dependence: CPI, PPI, jobs reports
4:00 – Financials as sector leaders in 2025
4:20 – Bank of Montreal: improving credit picture and earnings
5:20 – Outlook for U.S. commercial banking exposure
5:40 – Fairfax: dividend growth, operational consistency, capital allocation