Three managers discuss the current volatility in the Canadian equity market and how it's affecting their outlook for various sectors and specific companies.
In part three of the roundtable, the managers discuss current portfolio strategies for their core and core-plus mandates
Invesco’s Ashley Misquitta cites fair values and powerful macro drivers
In part two of the roundtable, the managers discuss discuss why they expect higher interest rates in 2015.
In part one of this roundtable, fund managers discuss the outlook for interest rates in 2015 and whether Canada will follow the U.S. lead.
AGF’s Peter Frost considers that bond yields have bottomed and is switching his focus back to equities.
Jason Gibbs forecasts significant growth ahead for Canadian stocks
Beutel’s Glenn Fortin favours health-care providers with a leg up over their rivals
TDAM’s Michael O’Brien expects cash-flow growth to fuel dividend increases and share buybacks
Investors need to be selective, says Franklin Bissett’s Thomas O’Gorman