Backdrop for equities remains positive
Model portfolio still holds a market weight in trusts
Declining interest scenario prompts shift in asset mix
U.S. and Chine could easily put the S&P/TSX under pressure in the coming weeks
UBS Securities LLC has raised its S&P 500 target to 1,450 from 1,400.“We expect a broad rally by year end. We think industrials, financials, and healthcare are the most attractive sectors. We now see opportunity in tech, but we remain cautious on consumer discretionary,” the firm says in a new report. The report argues that […]
Energy and utilities likely to lag: report
Excess cash could be directed to bond market
Japan's Nikkei to out-perform U.S. stock market for third consecutive year
After a short-lived correction, energy and materials stocks have already recovered much of the ground lost in the recent panic attack about U.S. interest rates. They are poised to set new highs in the months ahead, according to a CIBC World Markets report released today.Projected new record high oil prices and record high valuations in […]
Recent weakness in the stocks of capital markets firms presents an attractive buying opportunity, says independent investment research firm BCA Research in a new report.“The capital markets group has been in corrective mode for the last two months. We view this setback as an opportunity to build positions and recently boosted positions to overweight, because […]