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  5. BIP.UN: What would you think about tactically moving / trimming from EMA / FTS - the more regulated utilities to ones like BIP / BEP given the big differences in performances YTD. [Brookfield Infrastructure Partners L.P.]
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Q: What would you think about tactically moving / trimming from EMA / FTS - the more regulated utilities to ones like BIP / BEP given the big differences in performances YTD. Would you not feel that when the markets recover EMA / FTS will be used as a source of cash?
Asked by Michael on April 14, 2025
5i Research Answer:

While this is a bit of a sector/timing call, we do not think it is that bad of an idea (if taxes apply we would not sugges it). With markets wary, some utilities have done quite well, relatively, as scared investors look for a safe place to hide. But others have lagged. IF markets settle down, the laggards should start to do better as fear subsides. 

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