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Commentary

Viewpoints – a new four-part video series

January 23, 2025

Photo of TJ Sutter and Carolyn Kwan sitting down talking to each other

Introducing our new video series, Viewpoints. Portfolio managers TJ Sutter and Carolyn Kwan discuss what they see as possible trends for the markets in 2025. They look at how the year is shaping up with regard to risks for the Canadian economy, fixed income trends and the impact of potential tariffs.

Market outlook

A look at projected 2025 economic trends and policies in the US and Canada, focusing on interest rates, consumer growth and labour markets. View.

Photo of Carolyn Kwan and TJ Sutter.

Risks

Risks to the Canadian economy include increased volatility, policy uncertainty and inflation, not to mention the political changes in the US and Canada. View.

Photo of TJ Sutter.

Tariff war

The impact of US tariffs on Canada and potential economic responses. View.

Photo of Carolyn Kwan and TJ Sutter.

Fixed Income

In a volatile market, active fixed income strategies consider the risks and expectations for inflation, interest rates and market reflexivity. View.

Photo of Carolyn Kwan.

CC&L Investment Management Ltd.
January 23rd, 2025