Portfolio manager Donny Moss discusses why he’s favouring high-quality companies with potential to grow their dividends, and why he has increased his exposure to the health care and real estate sectors. He also walks us through some new additions to his Canadian and U.S. mandates, and offers perspective on why there’s often a significant divergence in the performance of the economy and stock market.
Louis discusses the impact of recent central bank actions on the fixed-income markets and explains why he disagrees with the view that the traditional 60%/40% portfolio is dead.
An analysis of the factors driving the recent market rally. Sébastien also discusses why he’s cautious on risk assets over the short term, but bullish for the 6–12 month period.
In this 10-minute podcast, portfolio manager Donny Moss discusses the outlook for North American equities, his expectations for the pace of the anticipated economic recovery, and some of the portfolio adjustments he’s made to take advantage of recent volatility.
In this 10-minute podcast, Mathew Hermary discusses some of the portfolio adjustments he’s made to take advantage of opportunities presented by recent market volatility. He also explains what he believes is the best way to approach energy sector positioning given the steep decline in oil prices.
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