机构：大选后加拿大将迎来投资旺季

Group 1 - The core viewpoint is that Canada is expected to experience an investment boom following the recent federal election, particularly for investors interested in bonds, foreign exchange, and stocks sensitive to environmental, regulatory, and trade policies [1] - The Liberal Party, led by Mark Carney, has won a minority government, which will influence upcoming discussions with the United States [1] - The Trump administration continues to discuss the idea of Canada as the "51st state," but may shift its policy direction due to rising inflation concerns [1] Group 2 - Mark Carney will need to select a new cabinet, which will be crucial for the government's policy direction [1] - The upcoming Throne Speech will clarify which items from the Liberal Party's campaign platform will be prioritized in the early days of governance [1] - A revised fiscal cost assessment will not be available until the formal budget is released, expected in June [1]