Market Call: Brianne Gardner on Canadian & U.S. Large Caps (Jul 31, 2026)

Bullish Gator

Brianne Gardner of Velocity Investment Partners/Raymond James discusses outlook, risks and opportunities in Canadian and U.S. large-cap stocks.

Editorial companion

What stands out

Brianne Gardner, portfolio manager and senior wealth manager at Velocity Investment Partners, Raymond James, lays out her mid-year take on Canadian and U.S. large-cap stocks and why she prefers certain sectors as markets digest higher rates and uneven earnings. Her perspective matters because Raymond James runs both wealth-management and capital-markets businesses, so its positioning reflects client flows and corporate activity; the firm has recorded roughly 12% average revenue and net-income growth, which helps explain the bullish fundamental read even as price action softens.