Part one of the roundtable focuses on North American energy stocks
Manulife’s Chris Arbuthnot says junior firms in the sector are substantially undervalued
Many global strategists and portfolio managers think resources are entering a new phase in which demand will grow, albeit not at the frenetic pace that kept pushing energy and mining share prices higher in the past decade. That doesn’t mean commodity prices will drop significantly, but it does suggest that we may not see sustained […]
Commodities had a rocky ride in 2011, but some fund managers say the outlook is brighter for 2012
Strong oil prices will create some good investment returns. “It’s going to be another good year,” says one energy fund manager
Investors to tap into emerging markets by investing in Canadian resource stocks
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
Soft assets or hard assets? Banks or base metals? This is sometimes the basic choice for Canadian investors — and it is part of a fundamental investment trade-off throughout known stock market history. We know the recent version of this story: banks and financial assets enjoyed a record boom in the 1980s and 1990s; since […]
But demand from emerging economies, the spectre of inflation and scarcity of supply suggest a brighter future