About this episode

Bryden Teich discusses the impact of global government spending on investment opportunities and shares insights on various sectors and companies.

Global government spending is reshaping the investing landscape—but are you following where the money is actually going? While everyone is focused on AI, Bryden Teich, Chief Investment Officer at Avenue Investment Management, argues the biggest market story is the massive fiscal spending boom unfolding across Canada, the U.S., and around the world. He explains why industrials, financials, energy infrastructure, and other resilient businesses stand to benefit, why he's still bullish on Canada despite recent economic challenges, why he's underweight big tech, why he trimmed gold after its surge, and how he builds a portfolio designed to perform through changing market cycles. In the mailbag, Bryden answers viewer questions on Canadian banks, including why National Bank (NA) and Royal Bank (RY) remain his favourites, whether it's time to buy beaten-down software names like Thomson Reuters (TRI), Accenture (ACN), and Intuit (INTU) after the AI selloff, opportunities in healthcare through Boston Scientific (BSX), GE HealthCare (GEHC), and Medpace (MEDP), plus his outlook on Canadian Natural Resources (CNQ), South Bow (SOBO), Enbridge (ENB), WSP Global (WSP), and Stantec (STN), and…

People in this episode

Host: Amber Kanwar

Guest: Bryden Teich

Topics covered

• government spending
• investing strategies
• market cycles
• financial outlook
• portfolio management
• resilient businesses

Keywords

• government spending
• investment
• fiscal policy
• portfolio
• market trends
• financials
• industrials
• energy infrastructure
• healthcare

Mentioned in this episode

Organizations: Avenue Investment Management, National Bank, Royal Bank, Thomson Reuters, Accenture, Intuit, Boston Scientific, GE HealthCare, Medpace, Canadian Natural Resources

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