Martin Cobb’s Top Picks for May 22, 2026 - BNN Bloomberg
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Article Excerpt
Martin Cobb, Senior Vice-President, Equities, Lorne Steinberg Wealth Management
Focus: Global and North American equities
Top Picks: McDonald’s, Universal Music Group, Brookfield Corp
MARKET OUTLOOK:
How can we ignore interest rates today? A few years back, there was an often cited acronym of “TINA”, i.e. There Is No Alternative (to equities) given largely the paucity of yields on fixed interest. With 30-year U.S. treasuries now offering over five per cent, that does provide some ‘competition’ for equities.
In addition, higher, medium to longer-term interest rates do affect both corporate…
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