Feb 06 2025 16 mins
Ben Jang, Portfolio Manager, analyzes U.S.-Canada trade relations, including recent developments in tariff negotiations and their potential impact on investors.
Ben Jang, Portfolio Manager, examines the potential impact of U.S. tariffs on Canadian goods and broader market trends.
Ben provides insights into the latest discussions between Trump and Trudeau, the potential economic implications, and why these threats may be more about political strategy than economic necessity. He also breaks down the sectors most at risk, the impact on the Canadian dollar, and how Nicola Wealth’s diversified investment strategy works to protect long-term goals in a volatile environment.
Highlights
2:15 - Update on U.S.-Canada trade discussions and border security agreement 6:40 - Analysis of Trump's tariff strategy and negotiation approach
10:35 - Sector-specific impacts and energy market considerations
11:55 - Canadian dollar implications and export sector opportunities
13:00 - Portfolio diversification strategies and risk management approach
14:45 - Market outlook and investment positioning