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For years, investor attention has been fixed on the AI build-out and tech firm dominance, but the real opportunity may be building for Canada. In this video, Jennifer McClelland, Senior Portfolio Manager of RBC Canadian Equity Income Fund, reflects on how the Canadian equity market has evolved over the last two decades – how it has transformed in many ways, yet is remarkably similar in others. She also examines Canada’s unique opportunity moving forward. With a government committed to competitiveness, a supportive world-class banking sector and a wave of real infrastructure projects getting green lit, Canada is uniquely positioned to benefit from the next decade's demand for power and commodities. Despite inevitable bumps in the road, it’s a compelling path ahead for Canadian equities. Watch to learn more.

Key Takeaways

• History rhymes: Today's TSX shares striking similarities with 2006 given its dominant commodity and financial sectors and an environment of rising rate concerns, but with a deeper, more investable set of names.
• The narrative is shifting: As uncertainty grows around the AI and data-centre build-out, there is no question Canada's commodities, power generation and infrastructure will be an integral part of the equation.
• Policy tailwinds are building: A Canadian government focused on competitiveness and removing barriers to innovation, combined with a strong banking sector, creates a powerful foundation for growth.
• Real projects, not hype: The era of ‘easy money’ on low rates and infinite growth is over; what's replacing it is tangible investment in green lit projects across the Canadian economy.