CDPQ CEO Sabia on Global Trade, Credit and Bombardier Relationship

The transcript discusses the impact of trade issues on the global economy, emphasizing the durability of supply chains and the evolving nature of global trading. It highlights the broader implications of the US-China conflict beyond trade, the importance of multilateralism and G20 meetings for global growth, and the significance of the USMCA in easing Canada-US trade concerns. The conversation also covers the current economic cycle, investment strategies, and the relationship with Bombardier, focusing on long-term growth and sustainable investment.

What is the speaker's perspective on the long-term impact of the US-China conflict on global trade?

• It will change the nature of global trading but not lead to a breakdown.

• It will have no significant impact on global trade.

• It will cause a breakdown of global supply chains.

• It will lead to long-term protectionism.

According to the speaker, what is the intrinsic value of G20 meetings?

• They are primarily for economic competition.

• They provide a platform for dialogue and collaboration.

• They always result in immediate policy changes.

• They focus on resolving trade disputes.

How does the USMCA agreement affect Canada-U.S. trade relations?

• It increases uncertainty in the Canadian economy.

• It has no impact on trade relations.

• It introduces new tariffs on aluminum and steel.

• It resolves integration issues between the two economies.

What is the speaker's view on the current economic cycle?

• We are nearing the end of the cycle.

• The cycle will lead to a financial crisis.

• We are at the beginning of a new cycle.

• The cycle is irrelevant to long-term growth.

What investment focus does the speaker suggest for long-term growth?

• Investing in infrastructure and new technologies.

• Focusing on liquidity and agility.

• Avoiding investments in volatile environments.

• Investing in short-term market trends.

What is the speaker's stance on the potential financial crisis?

• A financial crisis is imminent.

• The current cycle will not lead to a crisis.

• The crisis will be worse than 2008.

• There is no need to worry about financial stability.

What is the nature of the relationship between the speaker's organization and Bombardier?

• There is confidence in Bombardier's management.

• The relationship is purely transactional.

• The relationship is strained and uncertain.

• The organization plans to divest from Bombardier.