{"id":3538,"date":"2026-01-16T18:15:35","date_gmt":"2026-01-16T18:15:35","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/?p=3538"},"modified":"2026-01-16T18:13:15","modified_gmt":"2026-01-16T18:13:15","slug":"us-national-security-strategy-investors","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/us-national-security-strategy-investors\/","title":{"rendered":"Good News! The U.S. Has Told Investors Exactly What It Wants"},"content":{"rendered":"<h2><span style=\"font-size: 14pt\">The Gold Standard Moment<\/span><\/h2>\n<p>Montagu Norman, the Governor of the Bank of England had a problem. An increasingly urgent problem. One that he could not solve. So he paced the decks of the liner cursing his bad luck at having forgotten the code book prior to boarding for Liverpool. The steadily increasing number of messages he had received from the radio room sat unread in his stateroom.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-3539\" src=\"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-1.png\" alt=\"Coverpage of Time Magazine with Montagu Norman on it\" width=\"489\" height=\"646\" srcset=\"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-1.png 489w, https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-1-227x300.png 227w\" sizes=\"(max-width: 489px) 100vw, 489px\" \/><\/p>\n<p>The Great Depression was rocking Britain in 1931. Norman&#8217;s unshakeable faith in the Gold Standard (backing the pound with gold) was proving to be ruinous\u2014the pound was crashing and the cabinet grumbling. His plan was to return to England to save the pound (and the gold standard). Disembarking, he had no idea that his world had changed.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-3540\" src=\"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-2.png\" alt=\"Old Newspaper outlining Britain Off The Gold Standard\" width=\"762\" height=\"448\" srcset=\"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-2.png 762w, https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-2-300x176.png 300w\" sizes=\"(max-width: 762px) 100vw, 762px\" \/><\/p>\n<p>You see, two days earlier, while he was in the middle of the North Atlantic the cabinet had voted to abandon the Gold standard. His staff had frantically sent those messages asking for his direction on how to preserve the system.<\/p>\n<p>Prime Minister Mark Carney might feel a little kinship with his predecessor.<\/p>\n<p>When we wrote about our investment thesis The Cold War 2.0, we couldn&#8217;t have predicted that within days, Venezuelan President Nicol\u00e1s Maduro would be removed, that Iran would experience domestic unrest or that America would raise prospects of taking control of Greenland. That said, we didn&#8217;t forget the code book. The U.S. National Security Strategy, released in November 2025, plainly stated:<\/p>\n<p style=\"padding-left: 40px\"><em>&#8220;We will deny non-Hemispheric competitors the ability to position forces or other <\/em><em>threatening capabilities, or to own or control strategically vital assets, in our <\/em><em>Hemisphere. This \u201cTrump Corollary\u201d to the Monroe Doctrine is a common-sense and potent restoration of American power and priorities, consistent with American security interests.&#8221;<\/em><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-3541\" src=\"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-3.png\" alt=\"National Security Strategy Document\" width=\"1143\" height=\"1481\" srcset=\"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-3.png 1143w, https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-3-232x300.png 232w, https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-3-790x1024.png 790w, https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-3-768x995.png 768w\" sizes=\"(max-width: 1143px) 100vw, 1143px\" \/><\/p>\n<h2><span style=\"font-size: 14pt\">The World Has Changed\u2014or Has it Just Changed Back?\u00a0\u00a0<\/span><\/h2>\n<p>It&#8217;s tempting to believe that Republican President Donald Trump is an outlier. History suggests otherwise. Remember it was Democratic President Jimmy Carter, in 1980, that declared that the U.S. would repel by force any foreign attack on the Persian Gulf. Democratic President Kennedy pushed America to the brink of nuclear war by pushing Russian missiles out of Cuba. Indeed, the author of the Monroe Doctrine, President James Monroe, was himself a Democratic-Republican. As ugly and repugnant as we might find it, the National Security Strategy is consistent with American policy throughout history.<\/p>\n<h2><span style=\"font-size: 14pt\">The U.S. National Security Strategy Investors Should Read<\/span><\/h2>\n<p>Here are three other quotes that Canadian investors should take seriously:<\/p>\n<ol>\n<li>&#8220;The United States will reindustrialize its economy, &#8216;re-shore&#8217; industrial production&#8230;&#8221;<\/li>\n<li>&#8220;the United States must never be dependent on any outside power for core components\u2014from raw materials to parts to finished products\u2014necessary to the nation\u2019s defense or economy.&#8221;<\/li>\n<li>&#8220;America requires a national mobilization to innovate powerful defenses at low cost, to produce the most capable and modern systems and munitions at scale, and to re-shore our defense industrial supply chains.&#8221;<\/li>\n<\/ol>\n<h2><span style=\"font-size: 14pt\">Why Canada Matters More Than Ever<\/span><\/h2>\n<p>There is no other country on earth better positioned than Canada to prosper from these U.S. goals. The great risk for Canada is that Prime Minister Carney hasn&#8217;t got the code book. He must feel a little like his predecessor Montagu Norman, disembarking and realizing that the world has changed since he attained Canada&#8217;s highest office.<\/p>\n<p>Prior to recent events, aligning closer trade with China to gain leverage in trade negotiations with the U.S. made perfect sense. Since the release of the U.S. National Security Strategy many believe it risks antagonizing our largest trading partner. The reaction by Trump&#8217;s 2024 co-campaign manager to the Associated Press headline is a flashing caution light. Yes, the world has changed.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3542\" src=\"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-4.png\" alt=\"Tweet showing Mark Carney and President Xi of China shaking hands\" width=\"748\" height=\"606\" srcset=\"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-4.png 748w, https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-4-300x243.png 300w\" sizes=\"(max-width: 748px) 100vw, 748px\" \/><\/p>\n<p>Think about it this way\u2014you&#8217;re biggest client, responsible for almost 80% of your business wants to renegotiate your contract. She&#8217;s gone to the bother of publishing a guideline on what she&#8217;s looking for in a vendor. She&#8217;s articulated both what she wants vendors to do and not do. Are you going to read the guideline?<\/p>\n<h2><span style=\"font-size: 14pt\">What the U.S. Is Asking of Its Allies<\/span><\/h2>\n<p>We can&#8217;t predict the outcome of these negotiations, but we have no doubt about what the Americans want out of allies and trading partners. The U.S. National Security Strategy isn&#8217;t written in code. It clearly tells us what to expect and early results suggest that (unlike most briefing documents) this one should be taken seriously. It&#8217;s only 33 pages and written in plain English and you can find it <a href=\"https:\/\/bigmail.wellington-altus.ca\/t\/c\/262e074b-ee48-4b6e-8b2c-4ca9c28bd023\/00000000-0000-4000-8000-000000000001\">here.<\/a><\/p>\n<p>At Evans Family Wealth, we don&#8217;t do politics\u2014we do investment management and financial planning. Despite all the anxiety, I don&#8217;t remember a time when the investment and trade opportunities have been so clearly laid out. We might prefer the strategy was different, but we take the world as it is, not as we&#8217;d prefer it to be.<\/p>\n<p>&nbsp;<\/p>\n<p>Glen<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The U.S. National Security Strategy is not political theatre &#8211; it&#8217;s an investment roadmap. For Canada and Canadian investors, the opportunities are unusually clear.<\/p>\n","protected":false},"author":219,"featured_media":3542,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"2normal","footnotes":""},"categories":[93],"tags":[404],"class_list":["post-3538","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-insights-news","tag-government-policy-economic-impact"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>U.S. National Security Strategy: What It Means for Investors - Evans Family Wealth<\/title>\n<meta name=\"description\" content=\"The U.S. National Security Strategy signals a major shift toward reshoring, reindustrialization, and secure allies.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/us-national-security-strategy-investors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"U.S. National Security Strategy: What It Means for Investors - Evans Family Wealth\" \/>\n<meta property=\"og:description\" content=\"The U.S. National Security Strategy signals a major shift toward reshoring, reindustrialization, and secure allies.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/us-national-security-strategy-investors\/\" \/>\n<meta property=\"og:site_name\" content=\"Evans Family Wealth\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/people\/Glen-Evans-Wellington-Altus-Private-Wealth-Evans-Family-Wealth\/61565599821051\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-16T18:15:35+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/advisor.wellington-altus.ca\/evansfamilywealth\/wp-content\/uploads\/sites\/205\/2026\/01\/Jan-19-Photo-4.png\" \/>\n\t<meta property=\"og:image:width\" content=\"748\" \/>\n\t<meta property=\"og:image:height\" content=\"606\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Evans Family Wealth\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Evans Family Wealth\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/evansfamilywealth\\\/us-national-security-strategy-investors\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/evansfamilywealth\\\/us-national-security-strategy-investors\\\/\"},\"author\":{\"name\":\"Evans Family Wealth\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/evansfamilywealth\\\/#\\\/schema\\\/person\\\/b8af151f15d638f55fae8eefac74cc4c\"},\"headline\":\"Good News! 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