News & Insights
10.20.26 | Commentaries
Market Tides Live – Can declining productivity in Canada be reversed?
Theresa Shutt, CIO, and David Ferreira, Portfolio Manager, explore what’s behind Canada’s productivity slowdown and what it could mean for the economy and markets.
Watch the entire video or jump directly into these sections:
- Why should productivity matter to clients (0:00)
- How does this show up for ordinary Canadians? (1:58)
- Is tax policy a leading cause? (2:59)
- Is it the level of tax rates themselves? (4:18)
- How does regulation factor in? (4:51)
- Concrete example an advisor could use with a client (5:30)
- What about the major project office? (6:43)
- Competition policy (7:12)
- How does protecting incumbents impair productivity (8:37)
- Government report and fiscal discipline (9:09)
- How will this impact our markets? (9:59)
- What does catching up with our peers require? (11:47)
- Is there an upside case? (13:23)