Canada is emerging at the center of several powerful investment themes: AI-driven infrastructure demand, growth in the energy sector, and the increasing importance of metals and mining and critical minerals. Ahead of the Canada Investment Summit, our analysts examined the scale of the North American data center buildout, the outlook for Canadian oil and gas production, and the evolving investment case for metals and mining.

Moderated by Camilla Sutton, Head, Equity Research, Canada and UK, the conversation will include perspectives from Randy Ollenberger, Oil and Gas Equity Analyst, John Gibson, Industrial and Energy Services Equity Analyst and Matt Murphy, Metals and Mining Equity Analyst.

Click here for transcript.

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