June 11, 2025
WEBINAR: Home Country Bias
As clients have moved to increase their allocations to global equities and alternative assets in recent years, the question of whether to persist with recommending a Canadian home country bias in asset mix is a salient one.
We revisited and revamped our 2021 analysis on Home Country Bias, walking through how Canadian equity allocations have influenced portfolio risk and return characteristics and why Canada continues to present compelling opportunities today. It’s a timely discussion given the current uncertainty surrounding the US administration and the increasing concentration risk in global markets.
As always, we bring the bottom-up view and highlight the value of maintaining a material exposure to best-in-class businesses from right here in Canada.
Access the video recordings below (closed captioning available).
Home Country Bias with Perry Teperson, CFA (30:00)
Economic Update with Jim Gilliland, CFA (15:35)
Q&A Moderated by Maggie Hofmann (7:47)
Recent Posts
- WEBINAR: When Strong Markets Become Narrow
- The Award-Winning Leith Wheeler Income Advantage Fund: 16 Years of Rich, Quality “Vanilla” Tastes Better Than Ever
- 3 Generations in Québec | Kevin Warsh Has Arrived as Fed Chair. Here's What it Means
- Leith Wheeler’s Focus on Philanthropy: Trees for Life with Mark Cullen
- VIDEO: Leith Wheeler Outlook 2026
- Resources for Reconciliation
- Leith Wheeler: Investing in Women
- WEBINAR: Leith Wheeler in Québec
- In Conversation with Julia Chung: Advice for Your Golden Girls Era
- Leith Wheeler Establishes Montréal Office, Hires Industry Veterans Eric Desbiens and Denis Durand