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Company: Setanta Asset Management

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Disintegrating euro

Opportunity alert: European equities underpriced

Sean Kenzie of Setanta Asset Management says European outperformance compared to the U.S. has not yet been reflected in prices

Funds:
Canada Life International Value Fund – Mutual Fund
International Value – Segregated Fund
Canada Life Global All Cap Equity Fund – Mutual Fund
CAN Global All Cap Equity – Segregated Fund
Fonds:
Fonds de valeur internationale Canada Vie – fonds communs de placement
Valeur internationales – fonds distinct
Fonds d'actions mondiales toutes capitalisation Canada Vie – fonds communs de placement
CAN Actions mondiales toutes capitalisations – fonds distinct

Transcript: Opportunity alert: European equities underpriced

Sean Kenzie of Setanta Asset Management says European outperformance compared to the U.S. has not yet been reflected in prices

Funds:
Canada Life International Value Fund – Mutual Fund
International Value – Segregated Fund
Canada Life Global All Cap Equity Fund – Mutual Fund
CAN Global All Cap Equity – Segregated Fund
Fonds:
Fonds de valeur internationale Canada Vie – fonds communs de placement
Valeur internationales – fonds distinct
Fonds d'actions mondiales toutes capitalisation Canada Vie – fonds communs de placement
CAN Actions mondiales toutes capitalisations – fonds distinct
Coin stacks

Dividend equities offer returns with a smoother ride

David Pastor of Setanta Asset Management says dividend payers deserve a spot in client portfolios for their steady performance

Funds:
CAN Global All Cap Equity – Segregated Fund
International Value – Segregated Fund
Canada Life Global All Cap Equity Fund – Mutual Fund
Canada Life International Value Fund – Mutual Fund
Fonds:
CAN Actions mondiales toutes capitalisations – fonds distinct
Valeur internationales – fonds distinct
Fonds d'actions mondiales toutes capitalisation Canada Vie – fonds communs de placement
Fonds de valeur internationale Canada Vie – fonds communs de placement
Image of Europe highlighted on globe

Investment opportunities revealing themselves in a recession-bound Europe

Fergal Sarsfield of Setanta Asset Management says Europe is home to strong international companies that are currently undervalued because of geopolitical risk

Funds:
Canada Life Global All Cap Equity Fund – Mutual Fund
CAN Global All Cap Equity – Segregated Fund
Canada Life International Value Fund – Mutual Fund
International Value – Segregated Fund
Fonds:
Fonds d'actions mondiales toutes capitalisation Canada Vie – fonds communs de placement
CAN Actions mondiales toutes capitalisations – fonds distinct
Fonds de valeur internationale Canada Vie – fonds communs de placement
Valeur internationales – fonds distinct
Euro coin being squeezed in a vice

With dramatic squeeze on household budgets, Europe braces for recession

Sean Kenzie, head of equities with Dublin-based Setanta Asset Management, says European growth in Q4 2021 was limited to 30 basis points, while energy costs rose 38% year-over-year

Funds:
Canada Life International Value Fund – Mutual Fund
International Value – Segregated Fund
Canada Life Global All Cap Equity Fund – Mutual Fund
CAN Global All Cap Equity – Segregated Fund
Fonds:
Fonds de valeur internationale Canada Vie – fonds communs de placement
Valeur internationales – fonds distinct
Fonds d'actions mondiales toutes capitalisation Canada Vie – fonds communs de placement
CAN Actions mondiales toutes capitalisations – fonds distinct