For a properly diversified global equity portfolio, Canadian investors need companies in sectors other than financials or energy
Approximately half of the industries in the market show continued rising momentum the other half are heading in the opposite direction
Investors can cash in on the ‘grey’ market, says CIBC report
Craig Fehr, Canadian market strategist for Edward Jones, discusses the U.S. Federal Reserve’s QE reduction policy in the near-term future. Fehr predicts a gradual pace to reduction, with the Fed working in tandem with economic growth, and suggests investors position portfolios for short-term elevated volatility and long-term higher interest rates and growth. He spoke at the TMX Broadcast Center in Toronto.
Improvement in U.S. and Europe will leave fewer doubts about Canada’s oil and non-oil export prospects
Craig Fehr, Canadian market strategist for Edward Jones, urges investors to position both equities and the fixed-income portion of their portfolios for short-term volatile interest rates and long-term rising rates. Fehr gives specific tips on bond and fixed-income strategies for the long and near term. He spoke at the TMX Broadcast Center in Toronto.
Larry Siegel, director of research of the Research Foundation of CFA Institute, says investors should ignore apocalyptic scenarios for the global economy.
Portfolios constructed using a top-down strategy can respond to macro-evel events, such as interest rate changes
Dean Orrico, president and chief investment officer of Middlefield Capital Corp., highlights economic trends in Europe, Asia and the United States that point to upcoming equity gains in global companies. He spoke at the 2013 CIFPs annual conference in Niagara Falls, Ont.
Strategists share their outlook for global equities at the Morningstar Investment Conference