The economic outlook in the United States remains uncertain, with conflicting indicators and concerns about inflation and interest rates. However, amid the possibility of a soft landing for the global economy, investors are looking for opportunities in equities. Natalie Taylor, portfolio manager with CIBC Asset Management, suggests that several factors could influence the performance of equities this year. These factors include upcoming elections worldwide, geopolitical tensions, tighter financial conditions on real estate markets, and the role of artificial intelligence (AI) in driving market strength. Taylor highlights potential growth in transportation stocks, particularly Canadian Pacific Railway and TFI International Inc. Within financials, she mentions Manulife as an interesting opportunity, and in industrials, she names WSP as having strong growth prospects. Despite this positive sentiment, a recent report from a portfolio manager indicates that BCE, a Canadian telecommunications company, still faces many challenges ahead. The report does not provide specific details regarding the challenges or the name of the portfolio manager. [62dc74f8] [084aaffd] [d330f55d]