Equities – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 16 Apr 2024 13:53:11 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Equities – Investment Executive https://www.investmentexecutive.com 32 32 Large-cap stocks have an advantage but fundamentals still matter https://www.investmentexecutive.com/soundbites/equities/large-cap-stocks-have-an-advantage-but-fundamentals-still-matter/ Tue, 16 Apr 2024 17:01:59 +0000 https://www.investmentexecutive.com/?p=483552 Jack Manley of J.P. Morgan Asset Management says regardless of where you’re looking on the market cap-spectrum, company analysis is key to investment success

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]]> AI will be in everything, everywhere…but not all at once https://www.investmentexecutive.com/soundbites/equities/ai-will-be-in-everything-everywhere-but-not-all-at-once/ Tue, 09 Apr 2024 17:01:33 +0000 https://www.investmentexecutive.com/?p=483183 Kathrin Forrest of Capital Group says it’s difficult to put a box around investment opportunities in the era of generative artificial intelligence

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]]> Despite the headlines, real-estate activity remains ‘significant’ https://www.investmentexecutive.com/soundbites/equities/despite-the-headlines-real-estate-activity-remains-significant/ Tue, 02 Apr 2024 17:01:03 +0000 https://www.investmentexecutive.com/?p=482881 Steve Marino of GWL Realty Advisors says $50 billion in transactions in 2023 underscores investor confidence

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]]> Energy investors should ignore the noise, focus on facts https://www.investmentexecutive.com/soundbites/equities/energy-investors-should-ignore-the-noise-focus-on-facts/ Tue, 26 Mar 2024 17:01:46 +0000 https://www.investmentexecutive.com/?p=482561 Zeba Mirza of Foyston Gordon & Payne says Canada’s energy industry looks the best it has ever looked.

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]]> Cash is not king when it’s kept on the sidelines https://www.investmentexecutive.com/soundbites/equities/cash-is-not-king-when-its-kept-on-the-sidelines/ Tue, 19 Mar 2024 17:01:54 +0000 https://www.investmentexecutive.com/?p=482184 Chris Koltek of Portfolio Solutions Group says it could be time to cash in those money market accounts

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]]> Today’s tech trends could drive long-term growth https://www.investmentexecutive.com/soundbites/equities/todays-tech-trends-could-drive-long-term-growth/ Tue, 20 Feb 2024 18:01:23 +0000 https://www.investmentexecutive.com/?p=480648 Jyotsana Wadera, senior investment director, equities at Putnam Investments says tech is a force that creates tailwinds for many industries

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]]> After Covid distortions, outlook for healthcare investing looks bright https://www.investmentexecutive.com/soundbites/equities/after-covid-distortions-outlook-for-healthcare-investing-looks-bright/ Tue, 13 Feb 2024 18:01:49 +0000 https://www.investmentexecutive.com/?p=480325 Jennifer Martin of T. Rowe Price says the sector is ‘re-emerging’ with M&A deals and excitement over new products

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]]> Backdrop of economic uncertainty favours real assets https://www.investmentexecutive.com/soundbites/equities/backdrop-of-economic-uncertainty-favours-real-assets/ Tue, 06 Feb 2024 18:01:25 +0000 https://www.investmentexecutive.com/?p=479718 Vince Childers of Cohen & Steers Capital Management says real estate, listed infrastructure, resource equities and commodities are a hedge against economic shocks

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]]> Conditions ripe for EM outperformance in 2024 https://www.investmentexecutive.com/soundbites/equities/conditions-ripe-for-em-outperformance-in-2024/ Tue, 30 Jan 2024 18:01:30 +0000 https://www.investmentexecutive.com/?p=479320 Ross Cameron of Northcape Capital says the last time emerging market valuations were this cheap was late 2003, just before they rallied 230%

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]]> Canada’s resource-rich economy well positioned for 2024 https://www.investmentexecutive.com/soundbites/equities/canadas-resource-rich-economy-well-positioned-for-2024/ Tue, 23 Jan 2024 18:01:13 +0000 https://www.investmentexecutive.com/?p=478902 Tangible assets provide a hedge against diminishing purchasing power, says Lisa Conroy of Connor, Clark & Lunn Investment Management

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