Candice Bangsund, Vice-President, Portfolio Manager of Global Asset Allocation at Fiera Capital joins us for a wide ranging discussion about both fixed income and equity markets, the nature of global monetary policy and central bank stimulus. We talk about where the opportunity set is for investors. Valuations are high in both equity and fixed income markets, and investment income is at an historic low. We talk about where investors can rebalance their portfolios for both higher income, as well as equity growth for the period ahead.
Related Posts
Why Canadian-listed ETFs may make more sense than U.S.-listed ETFs
by Invesco Tax & Estate team When a Canadian resident considers investing in an exchange-traded fund (ETF) that tracks…
Earnings offer evidence that U.S. stocks can keep on keepin’ on
by Carrie King, CIO, U.S. and Developed Markets, BlackRock Early 2025 worries of U.S. stock malaise may have…
Mark Twain the Investor
by Will Keenan, Analyst, Smead Capital Management Dear fellow investors, Samuel Clemens’ pen name evokes the pinnacle of…
When Will the Treasury Yield Curve Normalize?
by Jeff Weniger, CFA, Head of Equity Strategy & Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree One…
Stuck on Empty: How M&A Could Jumpstart Canada’s Oil & Gas Sector
by SIACharts.com The oil and gas sector is facing a less visible but increasingly important challenge to long-term…
Fed Watch: Will It Be Déjà vu All Over Again?
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways With the Fed resuming rate cuts at…
US small-caps undiscovered connection: Value-led periods and active management
Royce Investment Partners: There seems to be a notable historical trend of active small-cap managers outperforming the Russell 2000 Index in periods when value stocks lead, while trailing the small-cap index when growth stocks lead.
At the frontier: Insight on AI and technology stocks
by Blackrock Fundamental Equities Artificial intelligence (AI) continues to defy the norms of linear progress and present a…
