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
Mentioned in this episode
Organizations: Mackenzie, Cundill
More episodes of The Invested
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- Building resilience through volatility
- Finding value beyond concentrated markets
- The new phase of the energy transition
- Canada beyond the value label
- When global tension hits home
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