Barlow’s Research Roundup: Scotia analyst’s top picks, earning preview for yield-heavy energy infrastructure sector
Scotiabank analyst Robert Hope anticipates a strong quarter for the energy infrastructure sector, driven by higher energy prices and expanding opportunities. RBC Capital Markets highlights the Canadian government's National Electricity Strategy, which aims to double grid capacity by 2050 to meet growing electricity demand. BofA Securities reports increased optimism among fund managers, with expectations for double-digit EPS growth and a shift in investment strategies.
- ▪Scotiabank forecasts positive results for the yield-heavy energy infrastructure sector in Q1/26.
- ▪The Canadian government's National Electricity Strategy aims to double grid capacity by 2050, addressing rising electricity demand.
- ▪BofA Securities' survey shows a significant increase in fund manager optimism, with expectations for double-digit EPS growth.
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ShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott BarlowCommodity price tailwindScotiabank analyst Robert Hope forecasted another strong quarter ahead for the yield-heavy energy infrastructure sector,“OUR TAKE: Positive. Overall, Q1/26 results reinforced our constructive view on the infrastructure sector. Results on balance were ahead of expectations and 2026/2027 estimates moved higher.
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