Although there are many pitfalls on the horizon, money managers are overweighting industrials and consumer discretionary, staples
The least risky strategy right now is defensive stocks, but pay attention to the early signs of a recovery expected later in the year
Although two small-cap money managers don’t see an economic turnaround until 2010, they say many Canadian small-cap stocks are valued cheaply and they’ve already begun buying in anticipation that the asset class will shine when the recession ends.“When the economy turns around, small-caps should outperform,” says Martin Ferguson, manager of Mawer New Canada Fund with […]
Recovery should set in by second half of 2009, but money managers are guarded on India, Taiwan and Thailand
Unusual conditions could lead to big gains if the bond buy-in is well timed
Oil prices expected to stabilize by mid-year; infrastructure spending could spur demand for some commodities