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0 0.000461842973389065 -0.00153947657796334 0.000439850450846781 0.0015394765779635 -0.00351880360677362 -0.0039586540576204 -0.00406861667033198
Stock impact report

Market Outlook: Investors turn selective amid global tensions [BNN Bloomberg (Canada)]

Brookfield Infrastructure Partners LP Class A Subordinate Voting Shares (BIPC) 
Company Research Source: BNN Bloomberg
Ongoing conflicts, shifting interest-rate expectations and elevated asset valuations are keeping investors cautious and highly selective. BNN Bloomberg spoke with Garnet Anderson, vice president and head of portfolio management at Tacita Capital, about how geopolitical uncertainty, U.S. economic data and interest-rate risks are shaping portfolio construction, and where he sees opportunities to add stability and income. Key Takeaways Persistent geopolitical tensions are keeping demand for gold and gold producers elevated, even as short-term price moves remain volatile. U.S. labour data continue to signal a “no-hire, no-fire” environment, reinforcing expectations that economic growth can hold up without immediate rate cuts. Elevated equity valuations mean investors should focus on quality companies with durable business models rather than chasing momentum. Infrastructure assets offering stable cash flows and growing dividends can help provide income and portfolio stability d Show less Read more
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