Outlook 2015

Oil prices fuel volatility; all eyes on U.S. interest rates; resources swoon; and much more. How the economy and investments will perform in the year ahead. From the Mid-January 2015 issue of Investment Executive newspaper.

January 14, 2015

China slowing, but still healthy

As the world's second-largest economy assumes a more sustainable rate of growth, fund portfolio managers remain optimistic. The government has chopped lending rates and announced new spending on railways and social housing

  • January 15, 2015 November 6, 2019
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Gold prices stuck in neutral

Most portfolio managers suggest that gold prices won't generate much excitement this year, but there is a school of thought that runs contrary to that belief

  • January 15, 2015 November 6, 2019
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Care required at home

With high stock valuations in attractive sectors and commodities in a slump, Canadian investors are treading carefully

  • January 15, 2015 November 6, 2019
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Volatility still a key theme

Most portfolio managers have their eyes set on equities, but their enthusiasm is tempered by rich valuations for U.S. stocks and the potential that the Fed could start raising interest rates

  • January 15, 2015 November 6, 2019
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Tough economic choices for Japan

The amount of money Japan's government can spend to stimulate that economy is limited by its monumental public-sector debt. Thus, the government needs to find ways to get consumers spending

  • January 15, 2015 November 6, 2019
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Central banks hold the key

What central bankers do in 2015 will affect your clients' portfolios

  • January 15, 2015 October 21, 2019
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Bond rates hinge on world economy

Most economists have predicted rate increases annually since 2009, but those predictions have not come true and rates have remained low. Once again, the consensus is that rates will rise in 2015, but not before mid-year

  • January 15, 2015 November 6, 2019
  • 00:00

Asia keeps pace, to China’s beat

Growth in Asian countries (excluding China) is being driven by a healthy combination of external demand and rising domestic consumption. Potential tightening of global financial markets presents some downside risk

  • January 15, 2015 November 6, 2019
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US$ on an upward surge

Thanks to a confluence of factors, the U.S. dollar (US$) is expected to continue to rise against most currencies, including the euro, the Japanese yen (¥) and the Canadian dollar (C$). In particular, the U.S. is the only major country or region whose economy is accelerating, so there’s strong demand for U.S. investments. As well, […]

  • January 15, 2015 November 6, 2019
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Reduced expectations for financials

After a solid year, slower domestic growth and uncertainty in the energy sector are likely to mean a more muted performance for banks, insurers and investment firms in the year ahead

  • January 15, 2015 November 6, 2019
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