Outlook 2026: Key Updates on Equity Markets, Tax & Private Market Trends

Описание: Our Outlook 2026 event originally aired on Feb 2rd 2026.

Some key points throughout the video:
00:00 Introduction & Webinar Overview
01:17 Welcome to Outlook 2026 Roundtable
03:15 Global Equity Market Outlook & Growth Trends
07:30 Impact of Government Policy & Economic Cycles
12:10 Innovation, AI, and Sector Opportunities
18:40 Portfolio Diversification Strategies for 2026
22:34 Canadian Tax Changes Investors Must Know
26:05 Capital Gains & Lifetime Exemption Updates
30:45 Business Succession & Intergenerational Wealth Transfer
35:20 Tax Efficiency: Dividends vs Capital Gains
39:56 Private Markets & Alternative Investment Evolution
43:30 Rise of Private Credit & Income Investing
47:45 Mortgage Investment Corporations & Lending Trends
51:30 Risk, Liquidity & Due Diligence in Alternatives
55:00 Panel Q&A: Market Risks & Investment Strategy
58:20 Technology Investment Trends & Future Opportunities
01:01:15 Managing Investor Behaviour During Market Cycles
01:04:08 Closing Remarks & Final Takeaways

Our Topics of Discussion Were:
1. Outlook on Equity Markets: What’s Driving Change
Speaker: Kieran Moore, Partner & Portfolio Manager, Munro Partners

2. Tax Changes: What’s New and What’s Next
Speaker: Milan Vukovic, Thorsteinssons LLP

3. The Evolving Role of Private Markets
Speaker: Vikram Rajagopalan, 2.0 Capital Partners