Rates Are Going Up. Are Canadian Dividend Stocks Still Safe?

Bushell bets Canadian infrastructure and energy-export names offer the best defense against rising rates and pricey U.S. equities.

• 18% YTD despite rate pain: Ryan Bushell's Newhaven dividend portfolio is up 18% in 2025, driven mostly by infrastructure positions bought cheap in 2020.
• Tech debt is the new rate risk: Bushell flags massive long-end bond issuance by AI-spending tech giants (Amazon, Google) as crowding out government debt and pushing yields higher, a bigger market risk than dividend-sector rate sensitivity.

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