The final Fed decision of 2025 may set the tone for the entire 2026 market — and today on In the Money with Amber Kanwar, portfolio manager Brianne Gardner joins Amber to break down what really matters for investors right now. From earnings strength to sector rotation to how much weight you should put on Powell’s language ahead of a potential Fed chair transition, Brianne lays out her top-down roadmap for the year ahead.

She also walks through how she’s positioning client portfolios — why the U.S. still earns the biggest weighting, how her team uses downside-capture targets to protect wealth, and why falling rates could unleash a flood of sidelined cash into equities in 2026.

Then it’s time for a busy mailbag, where Brianne weighs in on NFI Group (NFI.TO), Boston Scientific (BSX), Fairfax Financial (FFH.TO), Rogers (RCI.B.TO), EQB (EQB.TO), Netflix (NFLX) and Oracle (ORCL) — breaking down which names she’s avoiding, which ones she’s actively vetting, and where she sees undervalued stability versus pure momentum risk.

In Pro Picks, Brianne reveals a theme she didn’t even set out to create — market darlings that have pulled back and now offer compelling entry points. She starts with Capital Power (CPX.TO), calling the recent weakness a rare chance to buy a major Canadian power producer at an attractive valuation as it upgrades its fleet and extends asset life. Next is TMX Group (X.TO), a long-term winner that’s dipped on slower IPO activity but continues to deliver double-digit growth in its expanding data and analytics business. And finally, she makes the case for Meta (META), where she used the latest pullback to add to her position, citing strength in core advertising, the monetization of Reels, and meaningful AI-driven engagement tailwinds. 

Timestamps
00:00 Questrade’s new tools for investors. Use promo code INTHEMONEY
02:00 Show intro
04:00 Brianne’s investment style
05:50 A top down approach in 2025
09:30 The Fed rate decision and the picture for 2026
13:05 What potential rate cuts will mean for stocks next year
14:05 ITM Mailbag: NFI Group (NFI)

17:30 Boston Scientific stock (BSX)
20:30 Fairfax Financial stock (FFH)
23:40 Telcos & Rogers stock (RCI.B)
28:40 Why Brianne likes to rent not own energy
30:45 EQB Inc (EQB)
33:50 Netflix stock (NFLX)
38:15 Oracle stock (ORCL)
41:40 Brianne’s Pro Picks (CPX, X, META) 

Sponsors

Sign up for your first self-directed account at https://questrade.com. Get your $50 cash reward when you use the promo code: INTHEMONEY. Or open a QuestWealth Portfolios account and your first $10,000 will be managed for free for one year. Promo code: INTHEMONEY.  

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.

With tools like the ETF Compare Tool and Market Insights, you can easily identify ETFs that hold your favourite stocks, match your risk tolerance, and align with your investment goals. To explore these tools, head to www.bmoetfs.com and check out the Tools section.

Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

[email protected]

DISCLAIMERS 

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.

Contact: [email protected]

#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews