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
The Mag 7 Has a Capital Expenditure Problem
by Jeff Weniger, CFA Head of Equity Strategy, Kevin Flanagan Head of Fixed Income Strategy, WisdomTree The AI…
Stocks: Less Comfortably Numb
After a gangbuster stock market rally since the early-April lows, many of the prior highfliers have taken a breather amid AI bubble and valuation concerns.
10 things investors can be thankful for this year
by Brian Levitt, Global Market Strategist and Head of Strategy & Insights, & Benjamin Jones, Global Head of…
Impatience Bias
by Craig Basinger, Derek Benedet, Brad Gustafson, Purpose Investments I think most would agree that the world seems…
Warning Shot: Telus Volume Spikes as Shares Sink Toward 2020 Lows
by SIACharts.com Shares of Telus Corp continue to languish within the SIA S&P TSX 60 Index Report, where…
The Exceptional US Equity Test: Cutting Through Mounting Risks
by Kent Hargis, PhD, Porfolio Manager, and Peter Chocian, Portfolio Manager, AllianceBernstein Even amid rising markets, investors in…
Healthy bull or bloated bubble? A stock picker’s take
by Tony DeSpirito, Global CIO, BlackRock Fundamental Equities, BlackRock Are U.S. stocks approaching bubble territory or is the…
Fed Uncertain as AI Capex Jitters Shakeout Speculation
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
