Energy, Gold, and Growth: Current Insights on Canadian Markets | EP 191

Mark Rutherford, co-manager of Mawer's Canadian large cap strategy, discusses the ongoing volatility in oil, the unique role of gold, the outlook for Canadian banks, and the potential impact of recent political changes. Mark also shares how the Mawer team is leveraging AI to enhance their investment process and decision-making. Key Takeaways: • Oil Market: Global demand is rising, driven by economic growth and higher incomes, while supply is shaped by geopolitics, OPEC, and technology. • Canadian Banks: Loan growth is slow and provisions are higher amid uncertainty, but banks remain well-capitalized and stable. • Political Change: New pro-growth policies in Canada could boost productivity and create investment opportunities, especially in infrastructure and financials.  • Gold's role: Gold remains a store of value; Mawer prefers low-cost producers and streaming/royalty models. • AI Integration: AI is streamlining research, improving efficiency, and generating new investment ideas using proprietary data and tools.    This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.  Visit Mawer at https://www.mawer.com. Follow us on social: LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/

There are no comments yet.

Please log in to write the first comment.