Gavin Graham's Top Picks: February 28, 2023

Top picks from Gavin Graham, chief investment officer, SmartBe Investments

FOCUS: North American and global large caps 

MARKET OUTLOOK:

The North American central banks have made it plain they are willing to continue raising interest rates if inflation remains above the two per cent target, despite Bank of Canada Governor Tiff Macklem announcing a pause after the most recent rise to 4.75 per cent. He made it plain it was data dependent and the recent minutes from the U.S. Federal Reserve meeting showed the Fed governors felt the same.