5 December 2025 – View the original article here: Click Here
A rotation into undervalued and interest-sensitive sectors may shape market performance in 2026 as utilities, industrials and real estate benefit from cooling inflation, expected rate cuts and surging demand tied to AI-related infrastructure. At the same time, small- and mid-cap companies may regain momentum as the breadth of the market widens.
BNN Bloomberg spoke with Brett Ewing, senior financial advisor and chief market strategist at First Franklin Financial Services, who said next year may reward active investors willing to look beyond mega-cap AI names and position for a shift in monetary policy and sector leadership.
View the full video here: https://www.bnnbloomberg.ca/investing/market-outlook/2025/12/05/market-outlook-investors-may-find-new-opportunities-beyond-ai-in-2026/.