Campbell and Rob met with National Bank of Canada’s geopolitical analyst, Angelo Katsoras, to discuss some of the topics front of mind at the beginning of 2026. We hope you will find the discussion of value while we navigate a dynamic geopolitical landscape together.
- What are challenges in diversifying Canadian trade? What is your take on the upcoming CUSMA negotiations?
- China-US tensions and the challenges of reshoring – challenges for Canada-US?
- What do the US-Canadian tensions under the Trump administration mean for Carney’s ‘made in Canada’ /infrastructure strategy?
- What are some of the geopolitical challenges you see in Europe, what should investors be looking for?
- Can you please discuss more on the concept of zones of influence and how the recent events in Venezuela relate to this?
- To what extent, I any, does the incursion into Venezuela relate to the Canadian Energy Industry– how are refineries in the gulf a consideration?
- In a broad sense, how should we take geopolitical factors into account when investing?
Best,
National Bank Financial
Rob Hunter Campbell Hunter
Senior Wealth Advisor Wealth Advisor CIM®
National Bank Financial – Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).