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Look to Europe and emerging markets for Q4 growth

David Tulk, institutional portfolio manager, Fidelity Investments Canada ULC, discusses opportunities for growth in the fourth quarter.

  • By: David Tulk
  • September 20, 2017 January 16, 2018
  • 14:30
Equities drive Q1 gains for Canadian DB pensions: Northern Trust

With price/earnings multiples well above historical averages, today’s stock market favours active management and a critical approach to stock picking

Myles Zyblock expects to see a broad-based improvement in corporate earnings this year, primarily driven from Europe

The new approach, which focuses on greater use of technology and “reorienting” some investment teams, comes under the leadership of Mark Wiseman

The difference is due to investors' behavioural patterns, particularly the timing of their purchases and redemptions

Help your clients keep their cool

Fear and impatience lead advisors and their clients to make rash decisions, resulting in returns based more on luck and not the economic value of their holdings

Investors should be wary of sticking to strategies designed to capitalize on a falling interest rate environment and ignoring the risk of rising inflation

The firm also recommends selling high-grade bonds and investments in education, energy efficiency and the emerging-market health-care sector

Volatility likely to impact client portfolios in wake of Trump election victory

AGF’s chief investment officer recommends holding a little bit more cash than normal in clients’ portfolios and an anchoring in a balanced portfolio