In the Money with Amber Kanwar If We are Headed for Recession, This is Where to Hide
Stocks may be falling but Rebecca Teltscher, portfolio manager at Newhaven Asset Management’s portfolio is up, proving that her long-term, fundamentals driven approach is working. Rather than chasing short-term trends, she focuses on defensive investments—companies that provide critical infrastructure and offer long-term stability by prioritizing dividends. She says Donald Trump’s trade war means stagflation is a huge risk but notes the sectors she invests in are attractive regardless of an economic slowdown or rise in inflation. She tells In the Money with Amber Kanwar why she’s bullish on Canadian stocks, why valuation matters more than hype, and reveals the companies she’s buying now—including one energy name she calls “the most enticing buy in the market.”
Timestamps
00:00 Show intro
01:45 Rebecca explains her defensive approach to investing
04:00 What tariffs mean for the defensive dividend-paying approach
06:00 Is stagflation is a big risk and what’s the stagflation playbook?
09:45 U.S. vs. Canadian stocks & why Rebecca thinks Canadian stocks are poised to continue to outperform
14:45 Carney vs. Poilievre: assessing the what the next Prime Minister will mean for Canadian markets
17:45 In the Money mailbag: Is Algonquin Power & Utilities hopeless?
22:45 What are Rebecca’s thoughts on Telus as a long-term hold?
25:45 Will BCE cut the dividend?
29:40 What is a catalyst for Nutrien?
31:45 Rebecca’s thoughts on Gibson Energy
33:45 Is there more upside in Manulife?
35:15 Rebecca’s thoughts on the Hamilton U.S. Bond Yield Maximizer ETF
39:45 Rebecca’s Pro Picks
53:00 Goodbye & coming up
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