Greg Newman’s Top Picks for Oct. 15, 2026 - BNN Bloomberg
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Published: October 15, 2026 at 1:13p.m. EDTGreg Newman, senior wealth advisor & portfolio manager at Newman Group, ScotiaMcLeod, shares his outlook on North American Equities. Greg Newman, Senior Wealth Advisor & Portfolio Manager, Newman Group, ScotiaMcLeodFocus: North American EquitiesTop Picks: Alphabet, Brookfield Corp., Amazon.com MARKET OUTLOOK:Bond yields have risen sharply in a short period. Add the prospect of further rate hikes, contentious midterm elections, tariffs, sticky inflation, weakening market breadth, a heavy initial public offering (IPO) calendar and geopolitical uncertainty, and it is understandable that investors are reassessing risk. But this is not a one-sided story. Productivity is improving, earnings remain strong, and the scale of artificial intelligence (AI) investment could mark the beginning of a generational economic cycle. AI may displace jobs and create profound disruption. Those risks are real. But history also shows that major innovations create new industries, raise productivity and expand wealth in ways that are difficult to anticipate at the outset.
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