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Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
Forward Guidance
I'm Not as Bullish on the Canadian Economy as the US Economy
The Canadian economy is going to react much quicker to rising rates than the US will. The TSX, for example, has a much higher weighting to energy double-weighting than the S&P does. And so that's the way we're positioning.
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