It is the first of three companies that he recommends in the last third of the clip. GLTA We see equity flows moving from risk-on to risk-off equities: Portfolio manager
Steve DiGregorio, portfolio manager at Canoe Financial, discusses his investing strategy for the current market conditions. DiGregorio says they see equity flows moving from risk-on to risk-off equities, however with the low bond yields, cash will stay trapped in equities. He also says inflation will remain subdued and rates muted.
https://www.bnnbloomberg.ca/video/we-see-equity-flows-moving-from-risk-on-to-risk-off-equities-portfolio-manager~2242594