In this episode, we're helping investors gear up for 2026 by looking back at 2025. From trade uncertainty to a lesson on headlines versus reality, to AI, Yuko Girard, Vice President and Portfolio Manager on the Multi Asset Management Team at Scotia Global Asset Management, breaks down the last 12 months and gives us some tips for the year ahead.
For legal disclosures, please visit http://bit.ly/socialdisclaim and www.gbm.scotiabank.com/disclosures
Key moments this episode:
00:10 — Yuko’s one word to sum up 2025 when it came to investing
1:08 — The overarching lesson investors can best take away from 2025
2:30 — How did tariffs and U.S. relations affect investing in 2025 and what lesson can investors take into the new year?
6:36 — How everyday investors can spot the difference between short-term panic and a deeper market correction
8:52 — What lesson can investors take into 2026?
10:57 — How did AI factor in for investors in 2025?
13:19 — What are the main lessons when it comes to volatility that investors can take from 2025 going into 2026?
14:04 — How should investors approach rebalancing portfolios after a market swing?
16:07 — Why diversification is increasingly important
16:43 — One surprising trend that investors should watch for in 2026
17:30 — The main takeaway from 2025 and one key theme for 2026
