Building or rebalancing your portfolio and wondering what investments to consider next?
Here’s what leading experts featured on BNN Bloomberg say investors should consider adding and dropping from their portfolios today.
Hans Albrecht | Equity Fund Manager, Option Pit
In your opinion, what single investment should investors own right now — and why?
Apple didn’t need to chase AI – it waited patiently for AI to come to it. With its high-margin moat, fiercely loyal customer base, billions of devices, AI-friendly Apple Silicon, and premier “AI in your pocket” positioning, Apple is one of the best-placed long-term winners in the next phase of personal computing.
From your perspective, what is one investment investors should consider dropping from their portfolios — and why?
Adobe used to be the tollbooth for creativity – Photoshop, Illustrator, Premiere, Acrobat – but AI is turning creative work from scarce expert labor into abundant instant output. Adobe may still win, but it may have to win with lower pricing power, more competition, and a less magical moat.
