Robert Gill's Top Picks: November 1, 2023

Top picks from Robert Gill, senior vice president and portfolio manager, Goodreid Investment Counsel

FOCUS: Canadian large caps 

MARKET OUTLOOK:

Markets are very volatile right now and this is not surprising with so much going on. The biggest disruptions right now seem to be geopolitical and include Russia’s invasion of Ukraine and the Israel-Hamas war. Perhaps the biggest recent disruption in North America has been the dysfunction of the U.S. government, which took 21 days to elect a House Speaker. During this time, no legislation was passed in the House of Representatives.