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Investor Outlook: Copper disruption, AI spending and defence demand drive strategist’s picks
Copper prices are set to rise after a deadly mudslide halted production at Freeport-McMoRan’s Indonesian mine, while global defence spending and demographic shifts are creating new opportunities for investors. Technology, meanwhile, may pause after strong AI-driven gains, though long-term prospects remain intact. BNN Bloomberg spoke with Laura Lau, chief investment officer at Brompton Group, who expects copper supply disruptions to support prices, sees AI spending as essential for tech companies, and highlights TD Bank, Chartwell Retirement Residences and BAE Systems as attractive plays in banking, housing and ... (full story)
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