Perspectives Looking ahead to 2026 with investing lessons from 2025
Jan 12, 2026
Yuko Girard, Vice President and Portfolio Manager at Scotia Global Asset Management, lends her expertise on navigating the investment landscape as we head into 2026. She emphasizes the importance of discipline over panic in a volatile market and discusses the impact of tariffs on investment strategies. Yuko also highlights how to differentiate between fleeting market panic and lasting corrections. The conversation dives into the real implications of AI on productivity and suggests that diversification will be crucial in the coming year.
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Episode notes
Stay Disciplined During Market Panic
- Do stay disciplined and avoid panic selling during headline-driven sell-offs.
- Discipline usually wins because markets can rebound quickly after event-driven falls.
Headlines Move Markets, Details Matter
- Tariff talk sparked early 2025 volatility but effects unfolded slowly across sectors.
- Once details emerged, markets recovered and some regions outperformed the U.S.
Use Fundamentals Before Reacting
- Do check fundamentals like earnings, GDP, jobs and inflation before reacting to drops.
- Avoid frequent trading because timing the market typically reduces long-term returns.