Brendan Caldwell’s Top Picks for June 24, 2026 - BNN Bloomberg
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Article Excerpt
Brendan Caldwell, President, CEO & CIO, Caldwell Investment Management Ltd.
Focus: North American equites
Top Picks: PriceSmart, Materion, Ryman Hospitality Properties
MARKET OUTLOOK:
Equity markets move through 2026 with a constructive but more volatile backdrop following a strong 2025. Global growth remains resilient, supported by past rate cuts, fiscal support, and continued capital spending tied to AI and productivity-enhancing investments.
The near-term backdrop has become less straightforward, however, as supply shocks and sticky energy prices have increased inflation uncertainty.
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