BNN Bloomberg shares their optimistic outlook for the equity markets in 2025, despite expectations for lower returns and increased volatility. They emphasize the need for a robust economy, strong employment, and wage growth to counter inflation. The report highlights potential risks like higher inflation and interest rates, favoring stocks with lower multiples and predictable earnings. Michael Decter, CEO and CIO of LDIC Inc., discusses his top stock picks: TD Bank, Descartes Systems, and JP Morgan, explaining their investment potential.
BNN Bloomberg is Canada’s definitive source for business news dedicated exclusively to helping Canadians invest and build their businesses.Although we are expecting lower positive returns in 2025 and more volatility, we remain constructive on equity markets. We need a stronger economy, strong employment and decent wage growth to counter the higher levels of inflation.
In 2025, we see higher inflation and higher interest rates as the biggest risks. Growth stocks, which typically have the highest multiples, are most at risk. When we screen for new ideas at LDIC, we typically prefer lower-multiple and high earnings predictability. Therefore, LDIC is relatively sheltered from higher-than-expected interest rates.Michael Decter, CEO and CIO of LDIC Inc. discusses his top pick stocks TD Bank, Descartes Systems and JP Morgan.
We owned this stock when it was trading inline with RY at a substantial premium to the group because of it’s strong fundamentals. Now investors can own TD bank at a discount and collect a sustainable five per cent dividend yield as the headline noise slowly disappears.A logistics tech leader specializing in supply chain software and cloud-based services, serving 26K+ customers across 160 countries and processing 24B+ transactions annually.
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