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Stock impact report

Market Outlook: Diversification takes centre stage as investors rethink AI-heavy portfolios [BNN Bloomberg (Canada)]

NextEra Energy, Inc. (NEE) 
Last nextera energy, inc. earnings: 4/22 07:30 am Check Earnings Report
US:NYSE Investor Relations: investor.nexteraenergy.com
Company Research Source: BNN Bloomberg
Utilities tied to population growth, along with senior living and skilled-care operators, are emerging as compelling options for portfolios that need stability as well as long-term earnings potential. BNN Bloomberg spoke with Michael Landsberg, chief investment officer at Landsberg Bennett Private Wealth Management, who also weighed in on Oracle's stock slide but emphasized that diversification, steady earnings momentum and demographic demand are shaping today's strongest investment themes. Key Takeaways Lower-beta sectors tied to demographic growth, including major utilities in fast-growing U.S. states, offer more predictable earnings. Senior living and skilled-care companies benefit from the “aging of America,” a long-term trend driving steady revenue expansion. Diversification has become essential as many portfolios remain overly concentrated in volatile, high-risk AI names. Strong corporate earnings continue to underpin equity performance, even as monetary policy uncer Show less Read more
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