How the economy and investments will perform in the year ahead. From the Mid-January 2014 issue of Investment Executive newspaper.
January 14, 2014
How the economy and investments will perform in the year ahead. From the Mid-January 2014 issue of Investment Executive newspaper.
January 14, 2014With stronger growth globally as well as here in Canada, fund portfolio managers are paying close attention to cyclical stocks, such as those in the consumer discretionary sector, and stocks with exposure beyond Canada's borders
Canada’s small-capitalization equities market is unlikely to be particularly strong in 2014. “I would be tempering my return expectations to look for below historical averages,” says Martin Ferguson, director and portfolio co-manager, small-cap equities, with Mawer Investment Management Ltd. in Calgary. Although investment returns may not be as high as they have been in the […]
The financial services sector made a strong showing in 2013, and portfolio managers expect that many companies, including banks and insurers, will benefit from healthy balance sheets and improved conditions in world markets
Although corporate, high-yield and global bonds offer a substantial pickup in yield over Government of Canada bonds, these higher-return issues come with their fair share of peril. Buyer beware when swimming in dangerous waters
A rise in long-term interest rates amid the end of the Fed's quantitative easing program will make it more difficult to find the point at which the reward for investing is sufficient to compensate for the duration and credit risks
Despite a subdued outlook, portfolio managers predict emerging markets will show improvement over last year. The challenge will be in picking stocks and sectors rather than country plays. A growing middle class remains a driving force
Canadian investors can benefit from the anticipated rise of the U.S. dollar this year. But the picture is murky if your clients have exposure to European securities
Financial services firms and their regulators will be working to finalize and implement major regulatory reforms rule-makers also will be assessing the impact of recently implemented changes
Some fund portfolio managers are focusing on stock selection in this tough environment. However, commodity prices should start to improve in 2015 as growth in the global economy gains steam
But perhaps not so great for fixed-income
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