Glenn Fortin’s holdings include leading health-care companies
Equity-income managers discuss their holdings in the dividend-rich financial services, real estate, utilities and telecommunications sectors, and their overall expectations for 2017
Among their favoured holdings are infrastructure stocks such as pipelines, which are energy-related but less vulnerable to swings in commodity prices
With the very real prospect of further interest-rate increases in 2017, how will rate-sensitive equities such as dividend-rich stocks and real estate investment trusts perform?
Part three of a global equity roundtable
Part two of global equity roundtable
In the first instalment of a three-part global equity roundtable, three mutual fund managers explain how they’re positioning their portfolios for potentially stormy market conditions in the year ahead
In part three of a fixed-income roundtable, the managers explain why they are positioning their portfolios conservatively
In part two of a fixed-income roundtable, the managers discuss the impacts of Brexit and the U.S. election, the rate shock of negative yields, and volatility in corporate bonds
In the first installment of a fixed-income roundtable, three mutual fund managers explain why interest rates around the world remain so low and, in some cases, in negative territory