Market Focus
Underweight TSX Despite Commodity, Currency And Valuation Tailwinds
A decade of Canadian equity underperformance has led to a historical discount relative to the S&P 500. Sector composition largely explains this underperformance. Banks and natural resources stocks are overrepresented in the TSX while the US stock…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.