As we approach the release of the next—2025—edition of The Household

Balance Sheet Report in Canada, we take a deeper look at state of the union

of Canadian household wealth. Carlos Cardone, Managing Director on our ISS

Market Intelligence Canada team, joins me to help me unpack household financial

behaviour over the past several years. From the feast of the vast

savings buoying inflows into investment funds and deposits of the pandemic

years to the more recent inflow famine on the investment side, the

podcast explains key factors driving household financial product choices. And

since no country is an island, household behaviours observed in Canada are

relevant to listeners around the world as we observe similar patterns reverberate

around the globe.

Join Christopher Davis, Head of U.S. Fund Research, and Benjamin Reed-Hurwitz, Head of EMEA Research at ISS MI, as they unpack the findings of the Global Whitepaper: Growing Revenues, Not Assets, New Name of the Game. Uncover why seeking growth at the right price is essential, how active managers are adapting, and what the future holds for index funds and ETFs in the U.S. and U.K.

The full report is available now in the newly launched MarketSage research platform, a key addition to ISS MI’s suite of solutions designed to provide unparalleled access to surveys, insights, and unbiased research that empowers financial services professionals to make informed decisions and stay ahead of market trends.

In this episode, Benjamin Reed-Hurwitz, Associate Director of EMEA Research at ISS MI, leads a conversation with Goshka Folda, Global Head of Research at ISS MI, diving into the latest Household Balance Sheet (HBS) Report. Ben and Goshka dissect the evolving power dynamics, growth avenues, specialized strategies, and overarching trends, which, while focused on the Canadian wealth management landscape, provide transferable insights applicable to other geographies.

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For a deeper dive into the insights and analysis behind ISS Mi's Household Balance Sheet, visit https://page.issmarketintelligence.com/household-balance-sheet