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James Telfser s Top Picks: Feb. 17, 2021 BNN Bloomberg VIDEO SIGN OUT Focus: North American stocks MARKET OUTLOOK: The combination of low interest rates with historic levels of fiscal and monetary support will continue to lead to premiums on companies demonstrating above average growth. The shrinking opportunity set for positive risk-free real rates of return will continue to push investors out on the risk curve, into equities and alternative income solutions. This scenario also brings out speculators who will continue to inflate asset prices. There are certain areas of the market which concern us, but we caution against trying to time a market correction.

United statesJames telfserAkumin incConstellation softwareFirstservice corpIntertape polymer groupAventine investmentNorth americanAventine investment counselNorth americaIntertape polymerService corpMyers squibbReturn averageஒன்றுபட்டது மாநிலங்களில்ஆகுமின் இன்க்