U.S. equity fund manager says economy is “responding in a meaningful way to signs of stabilization”
Continuing growth in China is an important driver of economic expansion in the region
Risk taking returns to the markets
Narrow market makes it difficult for large cap active managers
Rebound in emerging markets signals that investors are willing to take on risk again
U.S. equity funds from AGF and PH&N produce much different results
“What differentiates this commodity cycle from others is the financial crisis that is overlaid on it,” reckons one manager
Two Canadian equity funds with distinctly different strategies
Some see tentative signs of a market bottom, but suggest the economy will muddle along for a while yet
Only two fund indices posted positive returns last month