Stan Wong, portfolio manager at Scotia Wealth Management, shares his outlook on North American Large Caps & ETFs. Stan Wong, Portfolio Manager, Scotia Wealth ManagementFocus: North American large caps and Exchange-traded funds (ETFs) Top Picks: Taiwan Semiconductor, Global X U.S. Electrification ETF, BHP Group MARKET OUTLOOK:Equity markets continue to navigate a backdrop of geopolitical tensions, resilient economic growth, and structural shifts in global supply chains. With the S&P 500 having experienced a drawdown of as much as nine per cent from its January high, and oil prices above US$100 per barrel, recent volatility has understandably kept investor attention focused on…