Webinar on Demand | State of play for the USMCA:​ Canadian exceptionalism, shifting trade dynamics and Trump 2.0

Gain exclusive insights into the evolving dynamics of North American trade, economic performance and investment flows with ISI EPFR and CEICs’ special market insights session on the USMCA review.

In this on-demand webinar, Senior Thematic Analyst Kirsten Longbottom  and Macro Strategist Ahmet Kaya examine the upcoming USMCA review and its implications for Canada, the United States, and Mexico. Combining institutional fund flow intelligence with macroeconomic analysis, they explore how shifting trade relationships, tariff uncertainty, AI-driven investment trends, and changing supply chains are shaping investor sentiment across North America.

Drawing on EPFR’s global fund flow data and CEIC’s extensive macroeconomic database, discover how investors are positioning during the critical period for North American trade and economic integration.

What you’ll learn:

• Institutional fund flow trends across the US, Canada, and Mexico
• How the USMCA review could influence markets and investment decisions
• The role of AI, supply chains, and trade diversification in shaping economic prospects
• Key risks and opportunities emerging from shifting North American trade dynamics