Eric Nuttall

Canada Pension Plan Investment Board (CPP Investments | Investissements RPC) grew its asset base to C$777.5 billion ($554 billion), allowing its investment teams to deploy roughly $6 billion across private markets during its fiscal 2026 second quarter ended Sept. 30 and in the weeks following the quarter. https://lnkd.in/gYycqEnU

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TSX 60 outperforming the S&P 500 in a positive year for both hasn't happened since 2017. Robert Taylor, Senior Vice President and Chief Investment Officer of Canoe Financial, explains that Canada's strong equity performance is driven by the rate cutting cycle and outperformance in the financials sector, gold stocks, and Shopify. https://hubs.la/Q03LmvLd0

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The loonie continues to stand out as energy‑linked volatility leaves CAD better insulated than many of its G10 peers. With oil swings still dictating intraday moves and key domestic data due later this week, CAD direction will hinge on both the energy backdrop and shifting global risk sentiment. https://loom.ly/398wv4A #Energy #Oil #MiddleEast #FXVolatility #FXMarkets #ForeignExchange #FinancialServices #FXTraders

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UBS has raised its copper price outlook to US$13,000/t by 2026 on tightening global supply, another sign of strengthening sector fundamentals. At Cascade Copper, this supports the long-term opportunity for responsible exploration across Canada. 🔗https://lnkd.in/gqN3Jq-G

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Carlyle Commodities Corp. (CSE: CCC) has completed the sale of its 100%-owned Newton Gold Project in British Columbia to Axcap Ventures. The deal includes a cash component, shares, and warrants, along with additional milestone-based payments for future resource definitions and study completions. This transaction frees Carlyle to focus on its Quesnel Gold Project and Nicola East Project, while still participating in potential upside through staged payments and shares. The Newton Gold Project previously underwent preliminary metallurgical testing, returning solid recovery results. #CarlyleCommodities #CSECCC #gold #BritishColumbia #mining #exploration #investment For further info, visit www.carlylecommodities.com ....... Into metals & mining stocks? Track insiders, 100+ commodity hubs & AI powered insights. Join our free OreStocks 2.0 waitlist for 50% off at launch → orestocks.com

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💭 https://go.td.com/468M2UL It’s been quite the year for Canadian stocks, with the TSX Composite Index up roughly 13% year-to-date. Michael O’Brien, Managing Director and Co-Head of Canadian Equity Portfolio Management at TD Asset Management, says the market’s performance has been impressive, but that there are a number of big picture uncertainties investors should keep in mind going forward.

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Rebecca Teltscher, CFA, portfolio manager at Newhaven Asset Management Inc., is steering through market turbulence with clarity and conviction. Here's her May 2025 watchlist:   ➡️ Canadian Natural Resources Limited (CNRL) ($CNQ): The largest oil producer in Canada, known for low-cost operations, premium long-life assets, and a robust 5.5% dividend. Scott Stauth.   ➡️ K-Bro Linen Systems ($KBL): Canada's top laundry and linen processor with exposure to healthcare and hospitality. Stable cash flows and potential for strategic M&A in a fragmented sector. Linda McCurdy.   ➡️ Pembina Pipeline Corporation ($PPL): Fee-based earnings, LNG projects like Cedar LNG, and resilience in the Western Canadian Sedimentary Basin. Recently raised dividends despite macro noise. Scott Burrows.   🔍 Teltscher’s view contrasts sharply with the broader market narrative fueled by short-term optimism around U.S.-China trade relief. As DOGE (Department of Government Efficiency) slows U.S. spending and Canada faces GDP contraction, her strategy is grounded in cash flow and consistency.   📰 Originally published via BNN Bloomberg.   #RebeccaTeltscher #NewhavenAssetManagement #CanadianNaturalResources #KBroLinen #PembinaPipelines #Dividends #CedarLNG #DOGE #TSX #Investing #BNNBloomberg #OilAndGas #Healthcare #Infrastructure #CanadaMarkets #USeconomy #LNG #LongTermInvesting 🔗 https://lnkd.in/gWJz6DJF

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CPP Investments holds $114 billion in Canadian assets. Learn the stories behind our investments in Radical Ventures, Wolf Midstream and Northleaf Capital Partners in Mapping Canadian Capital, an ongoing series from CPP Investments Insights Institute.     Each story demonstrates how scale, partnership, and patience can translate Canadian strengths into globally relevant platforms.  🔹Radical Ventures (Toronto)  Backing frontier AI and deep-tech companies with global ambition.   🔹Wolf Midstream (Calgary)  Building critical energy infrastructure through long-term partnerships and disciplined execution.   🔹Northleaf Capital Partners (Toronto)  Connecting global institutional capital to Canada’s mid-market across private equity, credit, and infrastructure.     Read more here: https://lnkd.in/gypkt5rN

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Anfield Energy Inc. Receives Approval to List on NASDAQ ⛏️ TSXV:AEC NASDAQ:AEC ◾️US listed uranium companies trade at premium valuation multiples and have greater exposure to institutional & retail investors  ◾️Trading is expected to commence on Sept 18, under the symbol AEC Full note: https://lnkd.in/gh6RQDQK #uranium #anfieldenergy #mining #juniormining #criticalminerals

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Cidel's Portfolio Manager Philip Young, CFA, joins BNN Bloomberg to talk about the opportunity we see in the utility sector from the additional power demands from Artificial Intelligence. Watch the full interview by clicking the link below: https://lnkd.in/eyDZ_vey #WealthManagement #InvestmentManagement #InvestmentInsights #Cidel #FinancialPlanning #PrivateBanking #ArtificialIntelligence

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Chris McHaney, CFA, EVP, Head of Investment Management and Strategy, Global X Canada and his team, joined us to open the market and celebrate the launch of the Global X Copper Producer Equity Covered Call ETF (TSX:CPCC). #CPCC provides exposure to a broad range of copper mining companies globally and employs a dynamic covered call option writing program. Learn more: http://ms.spr.ly/6041Q6kW9

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Cynthia Shaw-Pereira, CIPM joined peers at the CFA Societies Canada’s CIPC Asset Owner Forum, hosted with TSG Performance, for a panel discussion on the Global Investment Performance Standards (GIPS®) and their application for Canadian asset owners. The forum explored how GIPS standards can enhance transparency, governance, and comparability in performance measurement and reporting. Discussions also highlighted the evolving role of custodians and performance software providers in helping asset owners meet compliance objectives.

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