Hosted by the North Capital Forum

Markets are constantly pricing the future—but what happens when investors look beyond the next quarter and consider the forces shaping North America over the next decade? From fiscal sustainability and demographic change to tariffs, inflation, artificial intelligence, and the evolution of the USMCA, the region is entering a period of significant adjustment.
 
This conversation will examine what financial markets are telling us about the United States, Mexico, and Canada—and where those signals may be misleading. The discussion will move from bond markets and fiscal fundamentals to the effects of trade policy on inflation and investment, before turning to AI-driven productivity, capital allocation, and equity valuations.
 
The conversation will also challenge some of the assumptions that shape long-term investment decisions: what do investors consistently get wrong about North America, and where does excessive pessimism obscure genuine opportunity? Looking beyond the headlines and short-term volatility, the discussion will consider what the region is most likely to get right—and what could ultimately drive stronger growth and prosperity across North America.