Video: Three investment themes shaping the second half of 2026 and beyond

Find out what AI, defence spending, and geopolitical risk could mean for your portfolio.

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Dominick Hardy

VP, RBC Wealth Management Canada

July 28, 2026

Watch video here

From AI to global conflict, the forces shaping the investment landscape are closer to home than you might think. In this video, Dominick Hardy, VP and senior portfolio manager, RBC Wealth Management Canada, walks through three key themes that investors should have on their radar, and what they could mean for your portfolio.

Key themes:

  1. How AI is driving capital spending and creating new ways to invest
  2. Why rising defence budgets are opening up new opportunities
  3. What geopolitical tensions mean for interest rates and your portfolio