The Lipper Fund Awards Ceremony

Border Lines: How Canadian Investors Are Rethinking Their Portfolios Amid Trade Tension

Over the past year, rising tariffs, retaliatory measures and unresolved questions about the future of the Canada-United States-Mexico Agreement have strained the economic partnership between Canada and the United States. This panel looks at how that trade shock is reaching investors through inflation, diverging policy between the Bank of Canada and the Fed, and shifting currency dynamics. Drawing on fund flow data and market performance, the panelists will consider whether Canadian investors are reducing their long-standing reliance on U.S. assets, anchoring in their home markets, or diversifying further abroad.

This discussion aims to give the audience a practical framework for positioning portfolios within North America, as the old assumptions no longer hold.

• Moderator: Brandon Adkins, Manager, Lipper Research U.S.
• Duration: 30 minutes