skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. MISC: We're approaching January, many of which have a lot of turbulence as fund managers sell winning stocks/sectors from this year to buy into what they think will be the winning stocks/sectors for 2026. [Miscellaneous]
You can view 0 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: We're approaching January, many of which have a lot of turbulence as fund managers sell winning stocks/sectors from this year to buy into what they think will be the winning stocks/sectors for 2026. Do you have any insight on what we should expect from them this time around? Canadian banking has been insanely good this year. Will they bet on that continuing or sell off to buy tech? Or will they go for gold or the long neglected healthcare or real estate sectors?

I presume there will also be a lot of retail selling of winners this year from people who put it off so the taxes would be delayed. Though I'm not sure how much retail moves the needle compared to funds.
Asked by John on December 10, 2025
5i Research Answer:

Such predictions are of course difficult. Generally, managers will often 'stick to what is working' and only manage exposure levels. Certainly managers will take losses prior to year end, and exit positions they do not want to be embarrassed by. With some economic uncertainty, managers 'might' get a bit more defensive, which good benefit health, staples and utilities. But interest rates will play a role. If rates do go down, gold and tech will probably still do well. Banks should be fine but we would not expect the same degree of returns as this year. Retail is still important, and yes we might expect high volatility in early January as investors shift selling into a new tax year. But this can be offset by the January bounce in tax-loss selling stocks (which were oversold in December) so there is some balance. Of course, in addition to rates, the market will continue to be moved by corporate earnings. The outlook seems good at this time, but of course much can happen. Peter Hodson will soon be doing his annual 'prediction' column in the Financial Post, with publication on Dec 20. He was 5 for 5 for 2024, but 2025 was not a perfect call.