Market Outlook: what to expect in 2026
In our February 2026 Wealth insights webinar, we look at the economic dynamics shaping Canada’s outlook and assess the factors that could impact financial markets over the year ahead.
North American stock markets have posted three straight years of gains, but investors are wondering whether this momentum can continue. The economic growth outlook could benefit from recent central bank interest rate cuts and government spending, but Canada’s trade relationship with the United States will continue to be a focus, particularly with North American trade negotiations looming.
In this investment climate of high market valuations and headline-driven market reactions, diversification and security selection are more of an imperative than in recent years.
In the video, Manulife Investment Management Global Head of Macro Strategy Alex Grassino and Chief Investment Strategist Kevin Headland break down the current drivers and risks in the global economy and financial markets in 2026.
Topics covered include:
- Why the Canadian economic outlook could improve as the year progresses
- The importance of a diversified investment approach, looking at global opportunities and not overreacting to headlines
- The risk factor of the USMCA trade negotiations
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Should you wish to learn more about the topics presented or offerings on our platform, please reach out to your investment counsellor or a member of the Manulife Private Wealth team.
Disclosure
Disclosure
The material contains information regarding the investment approach described herein and is not a complete description of the investment objectives, risks, policies, guidelines or portfolio management and research that supports this investment approach. This commentary is provided for informational purposes only and is not an endorsement of any security or sector. The opinions expressed are those of the author(s) and are subject to change without notice. These opinions may not necessarily reflect the views of Manulife Investment Management or its affiliates. The information in this document including statements concerning financial market trends, are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. This material does not constitute an offer or an invitation by or on behalf of Manulife Private Wealth to any person to buy or sell any security. Past performance is no indication of future results. The information and/or analysis contained in this material have been compiled or arrived at from sources believed to be reliable but Manulife Investment Management does not make any representation as to their accuracy, correctness, usefulness or completeness and does not accept liability for any loss arising from the use hereof or the information and/or analysis contained herein. Neither Manulife Private Wealth or its affiliates, nor any of their directors, officers or employees shall assume any liability or responsibility for any direct or indirect loss or damage or any other consequence of any person acting or not acting in reliance on the information contained herein. Please note that this material must not be wholly or partially reproduced.
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