Forget the S&P 500. Inflation Could Make Canada the Better Bet

Shannon argues persistent inflation extends a multi-year advantage for value stocks and Canadian equities over U.S. growth stocks.

• Inflation favors value and Canada: Shannon says value outperforms growth by 11% annualized when inflation exceeds 2.5%, and Canada has beaten the U.S. by 8% on average in six periods since 1970 when inflation topped 4%.
• Early in a long cycle: She argues the current inflationary regime is only five years old within cycles that historically run 20-40+ years, implying 15+ years remaining.

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