Watch video here

The global economy remains resilient, but rising energy costs, bond yields and persistent inflation are creating new challenges. AI advances and strong corporate earnings provide important sources of support, with new opportunities emerging amid ongoing trade pressures. Our latest webcast explores the key developments investors need to watch:

• The global economy continues to hold up. Growth forecasts remain above consensus for 2026 and 2027, supported by rapid AI advances and stronger productivity growth. Can that momentum continue?
• Energy and inflation remain key risks. The Strait of Hormuz blockade continues to disrupt energy markets, while inflation remains around 3% in several markets. With oil prices still elevated, will central banks need to keep tightening?
• Bond yields are rising. Inflation, central-bank rate increases and a broader reassessment of bond-market assumptions are pushing yields higher. How well can the economy absorb higher borrowing costs?
• AI continues to drive both productivity and markets. AI technologies are advancing rapidly, while concerns continue to emerge. Corporate earnings remain strong, but with AI hyperscalers once again leading the stock market, can broader market participation return?
• Canada faces both trade pressures and new opportunities. U.S. tariffs remain a headwind, even as corporate tax cuts and deregulation could support growth. Canada is also exploring closer ties with the European Union — including potential associate membership. How meaningful could that relationship become?

The bottom line: The global economy remains more resilient than expected, with AI-driven productivity and strong corporate earnings providing support. Yet rising yields, persistent inflation, energy-market disruptions and trade tensions will continue to test that resilience.