Equity-income managers discuss their holdings in the dividend-rich financial services, real estate, utilities and telecommunications sectors, and their overall expectations for 2017
Among their favoured holdings are infrastructure stocks such as pipelines, which are energy-related but less vulnerable to swings in commodity prices
With the very real prospect of further interest-rate increases in 2017, how will rate-sensitive equities such as dividend-rich stocks and real estate investment trusts perform?
His policies may stimulate U.S. economic growth, but their potential impact on Canada is murky
But portfolio managers anticipate market uncertainty
Validea’s John Reese cites valuation gap
Jaime Ramos Martin, who has 17 years of experience, replaces Stephen Weeple and joins the five-person global equity team
Part three of a global equity roundtable
Jamie Robertson will oversee the firm’s Canadian asset allocation franchise, which includes portfolio management, research and development
Part two of global equity roundtable