Minimizing risk should be a major theme for your clients this year
Appealing yields draw much interest to bonds of a certain brewery, as well as those of financial services companies and junk, a.k.a. high-yield debt
Canadian equity fund managers are tilting their portfolios heavily toward cyclical stocks, betting on economic improvement and crossing their fingers in hopes of an upside surprise.The consensus economic prediction for 2011 won’t surprise anyone: sluggish growth with a vigilant watch on a few fronts. For instance, fund managers are aware of the risk that China’s […]
Some, however, believe 2011 will be a good year, citing potential benefits to many U.S. firms from growth in emerging markets, Europe or Japan; S&P analysts pick IT, industrials and materials as sectors to overweight
Increasing holdings of investment-grade corporate bonds is a good idea for your clients as interest rates begin to rise
Most analysts are bullish about the demand for oil and its price over the medium term because of strong growth in emerging economies. Their views on base metals vary, depending on the product, but copper is a favourite
With massive migration into cities from rural areas, China is “like the U.S. at the end of the 19th century.” Investment fund managers remain bullish on infrastructure and consumer plays despite the government’s efforts to cool the economy
Despite sovereign debt woes in some European countries, many fund managers expect market growth to exceed expectations and bolster market returns. Says one manager: “There are pockets where opportunities lie”
Reforms, such as raising capital requirements and imposing liquidity minimums, are intended to prevent a repeat of the recent global financial crisis
With a strong yen challenging exporters’ profits, Japan can expect modest growth over the next year. But fund managers have found a few bright spots