Outlook 2016

In this special feature from the Mid-January 2016 issue of Investment Executive learn about opportunities in U.S. equities, muted prospects in Canada, the outlook for financial services firms, Europe’s recovery, slower growth in China, and much more.

January 15, 2016

Emerging uncertainty

Low commodities prices, rising interest rates and political instability will hamper emerging markets outside Asia. But fund portfolio managers see upside in some industries

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Modest gains for Canadian dollar?

As we head into 2016, the U.S. dollar is likely to remain around current levels against most currencies. But that does not preclude some ups and downs

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Three sectors stand out in the U.S.

Health care, consumer discretionary and telecommunications services stand out as favourites on Wall Street for 2016. Information technology, financial services, industrials and consumer staples also are recommended

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Japanese reforms still needed

Corporate sector has benefited from "Abenomics," while quantitative easing has pushed down the yen vs the US$, making exports more profitable

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China slowing, but still growing

As China's government faces several challenges, the world's second-largest economy is expected to grow by more than 6% this year. Investment opportunities are shifting from export-driven industries to a new domestic economy

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Europe’s slow but steady recovery

Despite market volatility, the region exhibits encouraging signs for investment - especially among domestically focused companies - as the economy begins to pick up steam

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Low price of oil fuels India

India's economy, which is self-contained and has little reliance on exports, is also a major importer of oil. Some say it has tremendous long-term potential

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Tread carefully in the bond junkyard

The baseline for fixed-income investments is sovereign debt, but beating those returns is possible by adding duration risk or default risk – usually using corporate bonds. In the calm waters of senior debt issues, a Bell Canada 6.55% bond due May 1, 2029, with an A (low) rating from Toronto-based DBRS Ltd. recently was priced […]

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Investor outlook 2016: Crisis of credibility in China

Benjamin Tal, deputy chief economist at CIBC World Markets Inc., examines the crisis in China, discusses global trends and gives investors tips for getting lift-off during volatile and uncertain markets in a year of subdued economic growth.

  • January 8, 2016 November 9, 2019
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