Investment insights from top market experts

4 weeks ago


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.

Michelle Connell, president and owner of Portia Capital Management Michelle Connell, president and owner of Portia Capital Management

In your opinion, what single investment should investors own right now — and why?

Technology stocks, those companies operating in domestic markets and emerging markets.

Tech stocks’ growth rates are significantly higher than the underlying economies. For example: Nvidia revenue is growing over 70 per cent versus the companies in the S&P 500 are only growing 10 to 11 per cent.

From your perspective, what is one investment investors should consider dropping from their portfolios — and why?

Cash: Have some five to seven per cent for opportunities, but timing the markets never works. Still invested.



Source link

Keep exploring EU Venture Capital:  November 2025 Investment Insights: Will the Fed’s Desire for Neutral Spark Conflict?

EU Venture Capital

EU Venture Capital is a premier platform providing in-depth insights, funding opportunities, and market analysis for the European startup ecosystem. Wholly owned by EU Startup News, it connects entrepreneurs, investors, and industry professionals with the latest trends, expert resources, and exclusive reports in venture capital.

Leave a Reply

Your email address will not be published.