It was a great opportunity to join the BNN Bloomberg Market Call team on Friday, February 13, 2026, sharing my latest views on North American equities. Amid ongoing market debates, I emphasized why I’m constructively positive on the bull market that began in 2022: supportive global and domestic growth (~3.1% global real GDP forecast for 2026), broadening corporate earnings, rate relief, fiscal tailwinds, and attractive opportunities in quality cyclical and compounder stocks—while staying mindful of risks like persistent inflation or policy shifts.

For quick viewing:

• Nadeem Kassam’s Market Outlook: North American Equities (4:56) – Diving into the macro drivers, why the bull has further room to run, and a balanced risk view.
• Nadeem Kassam’s Top Picks: Brookfield Corp, WSP Global & Canadian Pacific Kansas City (4:50) – In-depth reasoning on each name.

Top picks:(also detailed in the BNN Bloomberg article here):

1. Brookfield Corp (BN.TO) A global alternative asset leader with massive deployable capital (~$180B), a stellar long-term track record (23% annualized returns over the past decade), and strong positioning in renewables, digital infrastructure, and real assets—poised to capitalize on volatility and inflation dynamics.
2. WSP Global (WSP.TO) Premier engineering and professional services firm with dominant exposure to stable OECD markets (~90% of revenue), consistent historical growth (~30% net revenue CAGR), successful M&A integration, and a record backlog driven by infrastructure renewal, electrification, and energy transition trends.
3. Canadian Pacific Kansas City (CP.TO) North America’s leading cross-border rail operator benefiting from pricing power, nearshoring momentum, USMCA trade flows, and solid 10-14% projected annual earnings growth—offering compelling value at around 21x forward earnings.