The final Fed decision of 2025 may set the tone for the entire
2026 market — and today on In the Money with Amber Kanwar,
portfolio manager Brianne Gardner joins Amber to break down what
really matters for investors right now. From earnings strength to
sector rotation to how much weight you should put on Powell’s
language ahead of a potential Fed chair transition, Brianne lays
out her top-down roadmap for the year ahead.
She also walks through how she’s positioning client portfolios —
why the U.S. still earns the biggest weighting, how her team uses
downside-capture targets to protect wealth, and why falling rates
could unleash a flood of sidelined cash into equities in 2026.
Then it’s time for a busy mailbag, where Brianne weighs in on NFI
Group (NFI.TO), Boston Scientific (BSX), Fairfax Financial
(FFH.TO), Rogers (RCI.B.TO), EQB (EQB.TO), Netflix (NFLX) and
Oracle (ORCL) — breaking down which names she’s avoiding, which
ones she’s actively vetting, and where she sees undervalued
stability versus pure momentum risk.
In Pro Picks, Brianne reveals a theme she didn’t even set out to
create — market darlings that have pulled back and now offer
compelling entry points. She starts with Capital Power (CPX.TO),
calling the recent weakness a rare chance to buy a major Canadian
power producer at an attractive valuation as it upgrades its
fleet and extends asset life. Next is TMX Group (X.TO), a
long-term winner that’s dipped on slower IPO activity but
continues to deliver double-digit growth in its expanding data
and analytics business. And finally, she makes the case for Meta
(META), where she used the latest pullback to add to her
position, citing strength in core advertising, the monetization
of Reels, and meaningful AI-driven engagement tailwinds.
Timestamps
00:00 Questrade’s new tools for investors. Use promo code
INTHEMONEY
02:00 Show intro
04:00 Brianne’s investment style
05:50 A top down approach in 2025
09:30 The Fed rate decision and the picture for 2026
13:05 What potential rate cuts will mean for stocks next
year
14:05 ITM Mailbag: NFI Group (NFI)
17:30 Boston Scientific stock (BSX)
20:30 Fairfax Financial stock (FFH)
23:40 Telcos & Rogers stock (RCI.B)
28:40 Why Brianne likes to rent not own energy
30:45 EQB Inc (EQB)
33:50 Netflix stock (NFLX)
38:15 Oracle stock (ORCL)
41:40 Brianne’s Pro Picks (CPX, X, META)
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For over 25 years, Raymond James has been helping Canadians
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With tools like the ETF Compare Tool and Market Insights, you can
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Pro Picks is brought to you by ATB Financial. Visit
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Links
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DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
In the Money delivers expert stock picks, market analysis, and
timely investing insights. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers and financial experts. Covering everything from ETFs and
Canadian stocks to global investing trends, dividend strategies,
and risk management, this show is made for DIY investors, stock
market enthusiasts, and anyone looking to sharpen their financial
strategy.
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting
#FinancialNews
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