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0.000565824217276521 -0.0014145605431913 -0.000188608072425596 -0.00212089777442479 0.00249905695963788 0.00596473029045637 0.0030648811769144 -0.00212184081478695
Stock impact report

Market Outlook: Investor cuts tech and builds cash amid volatility [BNN Bloomberg (Canada)]

Agnico Eagle Mines Limited (AEM) 
Last agnico eagle mines limited earnings: 4/30 05:07 pm Check Earnings Report
Company Research Source: BNN Bloomberg
Portfolio managers are adjusting strategies to focus on protecting capital rather than chasing returns. BNN Bloomberg spoke with Diana Avigdor, portfolio manager and head of trading at Barometer Capital Management, about raising cash, re-entering gold positions and maintaining energy exposure while repositioning portfolios. Key Takeaways Capital preservation is the priority, with a shift away from aggressive positioning as volatility increases and trends remain unclear. Cash levels have risen to about 30 per cent, allowing flexibility to re-enter markets once conditions stabilize. Gold exposure has been reintroduced, including Agnico Eagle, after a prior exit during overextended price levels. Energy remains overweight, with continued focus on large-cap names such as Suncor, Canadian Natural Resources and Imperial Oil. Technology exposure has been largely reduced, with portfolios broadly underweight most sectors while selectively adding defensive names like Bunge Global. Show less Read more
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