January 26, 2026
2026 Outlook with Michael Simpson, CFA, NCM Dividend Champions
Michael recaps the defining market moments of 2025 and lays out a clear, compelling thesis for 2026. He discusses the themes and sectors he believes will continue to drive dividend strength, resilience, and stability in the year ahead.
“One of the areas we like in 2026 is hard assets. These enable the building of infrastructure, so whether it is companies that provide earthmoving equipment to build new buildings, docks, wharfs, pipelines, we like that a lot.”
Disclaimer:
The information in this video is current as of January 13, 2026 but is subject to change. The contents of this video (including facts, opinions, descriptions of or references to, products or securities) are for informational purposes only and are not intended to provide financial, legal, accounting or tax advice and should not be relied upon in that regard. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. The viewpoints expressed by the Portfolio Manager represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. The communication may contain forward-looking statements which are not guarantees of future performance. Forward-looking statements involve inherent risk and uncertainties, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Author
Michael Simpson, CFA
Michael is one of Canada's most accomplished dividend investors and the Portfolio Manager of NCM Dividend Champions.