Investor Strategy: A Loveless Recovery

by Craig Basinger, Brett Gustafson, Derek Benedet, Chris Kerlow, Alexander Tjiang, Richardson GMP

Here comes the final quarter to a crazy year. In this month’s investor strategy:

• Market recap – Q3 defying conventional wisdom
• Asset allocation – polarized bulls and bears
• Asset allocation – Market cycle & positioning
• Asset allocation – Volatile currency markets
• Equities – Canada’s changing energy sector
• Equities – Telecom value or value trap?
• Fixed income – BOC is funding the Federal Gov
• Alternatives – Considering L/S credit
• Managed Portfolios – Balancing long and short term

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