Cautious optimism about sovereign debt and U.S. relative strength
Investors to tap into emerging markets by investing in Canadian resource stocks
But managers of high-yield fixed-income funds suggest that investors be cautious in 2011
Dynamic Funds, the top performer, attributes its success last year to encouraging managers to follow their beliefs
Asset managers expect an increase in outsourcing over the next three years, driven by need for lower costs and more sophisticated products
52% of large cap managers beat S&P/TSX benchmark
Some fund managers see a strong upside among Canadian resources companies
Greetham bullish on commodities and resource stocks
Equity overweights highest since July 2007
“There are many high-quality companies trading at reasonably low multiples,” says one Canadian equity fund manager