Canadian bond markets have recovered in the past year, thanks to central banks responding to the credit crunch and actions such as the Federal Reserve Board’s engineering of the US$30-billion rescue of Bear Stearns Cos. Inc. in March. Yet fund managers expect economic conditions to remain challenging for the near term, although they are divided […]
Mutual Discovery Fund co-manager Anne Gudefin remains concerned about the impact of past corporate excesses
Some fund managers are bullish; others more defensive, favouring well-established, “tall, dark, handsome and rich” companies
“Your spreadsheet may have looked good six months ago, but it’s not looking so clever today,” says one fund manager
Performance of Acuity Clean Environment Equity fund has been good, but some analysts question fees, turnover
Emerging economies are driving demand, they say, and we could be in a period of sustained high prices
Mawer Investment Management’s Martin Ferguson seeks out companies that are trading below their intrinsic value
Worries of recession caused by the credit crunch and the subprime mortgage mess have been factored into the market
“In the here and now, our focus is a kind of ‘safety first’ approach to stock selection,” says one fund manager
Natural gas prices have rebounded, but there’s concern that record-high oil price increases ae not here to stay