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Stock impact report

Hot Picks: Financial stocks gain on earnings strength and rising volatility [BNN Bloomberg (Canada)]

Brookfield Corporation Class A Limited Voting Shares (BN) 
Company Research Source: BNN Bloomberg
BNN Bloomberg spoke with Mike Clare, senior vice-president and senior portfolio manager at Brompton Funds, who highlighted CIBC, Brookfield Corp. and CME Group as top picks tied to earnings momentum, long-term growth trends and trading activity. Key Takeaways Strong earnings growth and margin expansion are supporting Canadian bank performance, with broad strength across business segments. Credit conditions remain stable despite geopolitical risks, with limited signs of stress from mortgage renewals so far. Long-term themes such as artificial intelligence investment and aging demographics are driving growth for alternative asset managers. Real estate recovery and prior capital deployment are positioning select firms for potential multi-year upside. Elevated geopolitical and macroeconomic volatility is boosting trading volumes, benefiting exchange operators with fee-driven revenue models. Read the full transcript below: ROGER: All right, it's time for Hot Picks, and tod Show less Read more
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