Fuelled by strong housing and manufacturing, the U.S. economy is gaining momentum
The common market, which will be established in 2015, is a positive sign
The key performance driver of the PH&N Canadian Income Fund has been the tactical exposure to cyclical stocks
Valuations have become "incredibly compelling, based on historical measures in the past 20 years," according to one portfolio manager
Fund portfolio managers are optimistic about returns, but security selection will be key
Lead manager of TD Global Growth Fund focuses investment themes to find good prospects
Fund portfolio managers are cautious for 2013, saying it could be a year of transition
The days of double-digit returns are behind us, fund manager says
Investors will face some of the same problems they did in 2012 - anemic U.S. growth and weakness in Europe
U.S. "fiscal cliff" and other woes will be dealt with effectively