BMO’s Belski: New Cycle Is About Growth Again

The video discusses the renewed credibility in owning equities, emphasizing a new market cycle focused on North America. It highlights the institutional nature of the current bull market and the potential for growth driven by corporate spending and reduced regulation. The discussion also covers the impact of US economic policies on Canada and the potential trade dynamics under the Trump administration.

What factors contributed to the credibility of owning equities in the fourth quarter?

How does the speaker differentiate between the current market cycle and previous cycles?

What is the significance of the term 'Wall of worry' in the context of the stock market?

What does the speaker mean by 'the beach ball effect' in relation to corporate investment?

In what ways does the speaker believe the new tax cuts will impact corporate America?

How does the speaker view the relationship between the U.S. and Canadian economies?

What are the potential implications of trade policies under the Trump administration according to the speaker?