Ryan Fitzgerald, vice-president for U.S. and international equities at Beutel Goodman Investment Counsel, says valuations are better than have been seen in 15 years
Lenny McLoughlin, portfolio manager at Irish Life Investment Managers, says business and consumer confidence surveys are fueling fears of a global recession.
Kathrin Forrest, an equity investment specialist with Capital Group Canada, says some companies are uniquely positioned to navigate periods of high inflation.
Jack Delany of Dublin-based Irish Life Investment Managers says markets reward those who employ risk-reduction strategies in difficult environments
Portfolio manager Greg McCullough says established and profitable innovators in growth areas of the market should soon return to in-favour status
The last few years were extraordinary for financial markets, says T. Rowe Price vice-president Terry Moore, but now the markets have to normalize
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
Challenging economic times call for calm market analysis and reasoned approaches to investing, says global market specialist at J.P. Morgan Asset Management
Diversification, inflation protection, income enhancement and capital preservation are compelling reasons to invest in alternatives, says Chris Koltek of Canada Life’s Portfolio Solutions Group
Orthodox monetary policies through the pandemic have put emerging markets ahead of the curve, says Ross Cameron of Northcape Capital.