Trade Ideas
Canada’s latest budget marks a major pivot toward long-term growth, with C$115B in infrastructure spending alongside substantial allocations for defense and housing. Alongside those investments, the Feds are encouraging private sector participation via regulatory streamlining and tax incentives.
Recent Podcasts
Hundreds of billions of dollars have been allocated to building out compute capacity in recent months — with hundreds of billions more to come next year. Bipan is joined by Malcolm White, BMO Global Asset Management portfolio manager to discuss sector expectations for 2026 and beyond. This podcast was record live on November 25, 2025.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.