When looking at dividend payers for your clients, balance-sheet strength is an important point to consider
There are lots of ways to put clients’ funds into gold; owning physical bullion is the purest form of investing in the metal
It’s important to acknowledge the risks of investing in developing and western economies
Canadian equities to benefit from strength in commodity prices; Doll and Croft bullish on emerging markets
Most of the value lies in small- to medium cap U.S. stocks
Global emerging markets remain the most favoured region for equities
Fragile U.S. recovery prompts revision to model portfolio
Slow growth means major rally doubtful but downside also limited
Growth will continue to disappoint in the near term
Spotlight of investor pessimism has shifted to Japan and the U.S. from China and Europe