Value's moment: Canada, tariffs, and the case for stock picking

About this episode

Richard Wong discusses the outperformance of value over growth in 2026 and its implications.

Richard Wong, lead portfolio manager and head of Mackenzie's Cundill boutique, joins host Rajan Bansi to discuss why value has quietly outperformed growth in 2026, and why that trend has staying power.

People in this episode

Host: Rajan Bansi

Guest: Richard Wong

Topics covered

• value investing
• stock picking
• market trends
• Canada
• tariffs
• portfolio management

Keywords

• value investing
• stock picking
• Canada
• tariffs
• market trends
• portfolio management
• growth

Mentioned in this episode

Organizations: Mackenzie, Cundill

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