Utilities, telecoms and REITs “overvalued”, says BCA Research
Dividend-focused and value managers pull ahead
Kate Warne, Canadian market strategist for Edward Jones, says historically U.S. stocks tend to rise in presidential election years. She discusses how advisors can help clients take advantage of the attractive valuations and favorable outlook for the U.S. market. She spoke at the TMX Broadcast Centre in Toronto.
Kate Warne, Canadian market strategist for Edward Jones, says advisors should help clients build diversified, “all terrain” portfolios of defensive and aggressive stocks to protect them from market volatility. She spoke at the TMX Broadcast Centre in Toronto.
Your clients might consider buying calls on some of the beaten-down sectors; if stability returns, they could do well
After a year of outperforming most asset classes, will long government bonds continue to deliver the goods this year?
There are many prospects in the U.S. consumer industries and high technology; within these categories, multinational firms have appeal because they can withstand economic blows and they provide exposure to emerging markets
Fixed-income portfolios don’t have to be restricted to government debt. Infrastructure issues, investment-grade corporates and municipal bonds can be effective diversifiers
Fund portfolio managers expect that continued low interest rates will help consumers keep spending this year. These managers also favour firms in the technology and industrials sectors but are less positive about health care and utilities
Canadian banks and insurers will search for revenue in the context of the overindebted Canadian consumer base as well as the uncertain global economic outlook for the year ahead