Editorial companion

What stands out

Greg Newman, senior wealth advisor and portfolio manager at Newman Group, Scotia Wealth, lays out his take on North American stocks on BNN Bloomberg. He frames allocation choices the way someone who actually manages money must: weighing sector exposure, interest-rate sensitivity, and the often-overlooked Canada versus U.S. tradeoffs that dividend and commodity cycles create. For investors who want to translate high-level market noise into practical portfolio moves, hearing a private-wealth practitioner explain where he would trim, tilt, or hold reveals how macro policy and corporate earnings intersect with everyday asset allocation decisions.