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* By most accounts, Canada’s economy appears to be on a track for soft landing, but not without potential risks. So how does an investor navigate the Canadian market? Well, TD Cowen has just released a report called Canada Best Ideas Market Strategy, which addresses some of the key macro themes and offers a compilation of investment ideas.
* Joining us to discuss the report is AP Hardy, Head of Canadian Research, and Andrew Kelvin, Head of Canadian and Global Rate Strategy, both with TD Securities. Nice to have you both here.
* Thank you.
* Thanks for having us.
* This is a great report, I might say. I’ve gone through it. I’ve got it all marked up and highlighted. Why? Why did you put this together?
* This is part of a family of best ideas product that Cowen has done for years. So there’s a Canada Best Ideas product. This was the first iteration, but …