Yet investor demand expected to remain strong
After five years of soundly beating his peers in Canadian equities, Eric Sprott is experiencing a comedown
They may be wary of aftershocks from the burst bubble — but they are not ready to miss out on select opportunities
The markets of europe, Australasia and the Far East have been flat in Canadian-dollar terms so far this year, weighed down by concerns about a slower global economy, persistently high energy prices and the spectre of further hikes in U.S. interest rates. Managers of international equity funds maintain, however, that there are plenty of attractive […]
Natural resources funds were on a tear last year, thanks to surging commodity prices and strong demand from fast-growing economies in Asia. And, although markets briefly corrected in the spring, fund managers maintain that resources stocks will resume their upward trend.“There were a lot of skittish investors. They were sector rotating, unsure where they wanted […]
Despite a relatively buoyant economy, U.S. equity markets have been on a roller-coaster ride this year, thanks to stubbornly high oil prices and steadily rising interest rates. Yet fund managers are looking beyond the gloom and maintain there are many attractive opportunities.“There has been a pullback since the beginning of the year — much of […]
As the commodity cycle continues into its seventh year, Rory Ronan, manager of AIM Trimark Investment Ltd.’s $307.9-million Trimark Canadian Resources Fund in Toronto, is thoroughly aware of the key drivers — and the dangers that may lie ahead. “Prices have come off very low levels when the cycle bottomed in 1998. And there’s been […]
Japanese stocks performed relatively well in 2004, with the median fund returning 5.9%, but conditions are proving to be much tougher this year. Fund managers attribute the struggle to market anticipation of an economic slowdown, which is prompting some to be less upbeat about the short-term outlook.“The general economic news out of Japan has been […]
Richard howson is a bargain hunter, plain and simple. A long-time value investor and manager of the $380.5-million Saxon Stock Fund since March 1989, he doesn’t bother with top-down macro-economic calls or pay heed to hot sectors or the latest and greatest investment trend. For him, generating strong performance numbers is a matter of identifying […]
Although energy fund managers see continued volatility and occasional short-term weakness in oil prices, they remain bullish on the sector for the long term. Despite a pullback to about US$41 a barrel this past fall, the price of a barrel of crude has been hovering in the US$55 range.“The oil price will continue to be […]