$50B Strategist Brent Joyce on Tariffs, Recession Risk & Why He’s Bullish on Canadian Stocks

Описание: $50B Strategist Brent Joyce on Tariffs, Recession Risk & Why He’s Bullish on Canadian Stocks | In the Money with Amber Kanwar

Markets are swinging on tariffs, recession talk is everywhere and investors are left wondering what’s real and what’s noise. In this episode of In the Money with Amber Kanwar, Brent Joyce, Chief Investment Strategist and Managing Director at BMO Private Investment Counsel (who oversees $50 billion in assets), shares how he’s navigating today’s uncertainty.

📉He breaks down why today’s volatility has more in common with the COVID shock than with the dot-com bubble or financial crisis. He also explains how tariffs are reshaping sentiment and why it’s critical to separate the economy from the equity market especially in Canada. Plus, his thoughts on inflation, the Fed and recession risk.

In Pro Picks, Brent reveals why Canadian stocks are his top allocation right now citing strong global franchises, attractive dividend yields, and compelling valuations. He also explains why he’s increasing exposure to government bonds and staying cautious on the European equity rebound.

Timestamps
00:00 Intro
01:20 Brent joins Amber
02:20 10% drops = the price of admission
03:30 This time is like COVID
07:00 Brent on "global exceptionalism"
09:00 Why Brent likes the U.S.
13:15 Break: Amber speaks to the CEO of Raymond James Canada
15:35 Inflation expectations
17:30 Brent on the Fed
18:30 Tariff impact
19:50 Pro Picks
33:30 ETF Minute: CI’s new Solana ETF

Sponsors
​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. Learn more at https://bmo.com/onlineinvesting?ecid=...

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today.

Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information.

ETF Minute is brought to you by CI Global Asset Management. Find out more about the CI Galaxy Solana ETF here: https://funds.cifinancial.com/en/fund... =

And learn about CI’s digital assets here: https://www.cifinancial.com/ci-gam/ca...

DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. See 00:50 in the video for our full disclaimer.

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