Organization: Canada will welcome an investment boom after the general election.

CIBC Capital Markets analyst Avery Shenfeld believes that it will be a busy spring for investors interested in Canadian bonds, foreign exchange, and stocks sensitive to environmental, regulatory, and trade policies. The Liberal Party and its leader Mark Carney won a minority government in the federal election. Talks with the United States are on the horizon, as the Trump administration continues to discuss the "51st state," but policy direction may change in the face of unpopular inflation spikes. In Canada, Carney needs to choose a new cabinet. The Throne Speech at the opening of the new Parliament should clarify which items from the Liberal Party's election platform will be prioritized in the early days of governance, but updated fiscal cost assessments will have to wait until the official budget is released in June.