Portfolio Manager Don Newman joins the program and sits down with host Pamela Ritchie to discuss the investing outlook for Q3. Don talks about the impact of cooling inflation on dividend stocks, interest rates, and the overall market rotation. Don provides insights on sector-specific trends: how technology is feeling the impact of rate changes, while Energy and Financials might see growth from deregulation. Utilities and infrastructure are seeing an increased demand due to the need for AI and data centers, with infrastructure investments in regions like the Carolinas and Texas looking promising. Don also notes how Canadian energy sector companies are improving capital structures and enhancing shareholder returns through these yields. Don also touches how lower interest rates could benefit Canadian banks, and what the current real estate opportunities in the health care and industrial sectors looks like.

And a note to our listeners, Andrei Bruno, our Director of ETFs at Fidelity Investments Canada will hold an AMA on all things ETF. That’s coming up on July 23rd at 12 pm eastern. Go to: reddit.com/r/etfs to pre-sumbit questions now or ask live on July 23rd

Recorded on July 18, 2024

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