Equities | Investment Executive https://www.investmentexecutive.com/soundbites/equities/ Canada's news source for financial professionals Tue, 28 Oct 2025 13:11:45 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Equities | Investment Executive https://www.investmentexecutive.com/soundbites/equities/ 32 32 Magnificent 7, sure… but increase exposure to S&P 493 too https://www.investmentexecutive.com/soundbites/equities/magnificent-7-sure-but-increase-exposure-to-sp-493-too/ Tue, 28 Oct 2025 17:01:04 +0000 https://www.investmentexecutive.com/?p=523500 Jack Manley of J.P. Morgan Asset Management says it’s time for investors to cast a wider net in search of earnings

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]]> Reshaping of global supply chains opens up opportunities https://www.investmentexecutive.com/soundbites/equities/reshaping-of-global-supply-chains-opens-up-opportunities/ Tue, 14 Oct 2025 17:01:08 +0000 https://www.investmentexecutive.com/?p=522229 Companies with tariff resilience and pricing power appear set to shine in 2026, says Auritro Kundu of AGF Management

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]]> Blend of passive and active investing makes sense in complex markets https://www.investmentexecutive.com/soundbites/equities/blend-of-passive-and-active-investing-makes-sense-in-complex-markets/ Tue, 23 Sep 2025 17:00:00 +0000 https://www.investmentexecutive.com/?p=519006 Chris Koltek of Portfolio Solutions Group says a thoughtful use of passive strategies requires active decisions about where, when and how to apply them

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]]> Luxury goods market eager for China demand to rebound https://www.investmentexecutive.com/soundbites/equities/luxury-goods-market-eager-for-china-demand-to-rebound/ Tue, 16 Sep 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=518973 Louis Meagher of Setanta Asset Management says current downturn brings buying opportunities

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]]> Covered-call ETFs can offer enhanced yields… but there’s a catch https://www.investmentexecutive.com/soundbites/equities/covered-call-etfs-can-offer-enhanced-yields-but-theres-a-catch/ Tue, 09 Sep 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=518897 Shane Murphy of Irish Life Investment Managers says the higher income potential comes at the cost of limited upside if markets rally

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]]> Growing bottlenecks pose challenge to AI frontrunners https://www.investmentexecutive.com/soundbites/equities/growing-bottlenecks-pose-challenge-to-ai-frontrunners/ Sun, 31 Aug 2025 14:01:00 +0000 https://www.investmentexecutive.com/?p=518359 Kathrin Forrest of Capital Group says constraints include supply of human capital and computer chips, and the build-out of data centres

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]]> Resource nationalism is an investment killer https://www.investmentexecutive.com/soundbites/equities/resource-nationalism-is-an-investment-killer/ Tue, 12 Aug 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=516774 Investing in natural resources? Dylan Fricker of Mackenzie Investments says consider the jurisdiction carefully

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]]> Real assets shine as market dynamics change https://www.investmentexecutive.com/soundbites/equities/real-assets-shine-as-market-dynamics-change/ Tue, 15 Jul 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=514756 Michelle Butler of Cohen & Steers says investors who count on an inverse correlation between stocks and bonds may no longer be diversified enough

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]]> Steady legitimization of crypto makes it a portfolio consideration https://www.investmentexecutive.com/soundbites/equities/steady-legitimization-of-crypto-makes-it-a-portfolio-consideration/ Tue, 24 Jun 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=513204 Jack Manley of J.P. Morgan Asset Management says the regulatory framework is catching up to retail enthusiasm

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]]> Taking the emotion out of portfolio management https://www.investmentexecutive.com/soundbites/equities/taking-the-emotion-out-of-portfolio-management/ Tue, 17 Jun 2025 17:01:46 +0000 https://www.investmentexecutive.com/?p=512325 Vim Thasan of Beutel Goodman says times of stress call for dispassionate investment strategies

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