Morningstar columnist Sonita Horvitch moderates a discussion with three equity-income mutual fund managers: Peter Frost, AGF Investments Inc.; Michele Robitaille, Guardian Capital L.P. and Jason Gibbs, 1832 Asset Management L.P. Photo copyright: blueskyimage/123RF.
January 27, 2017Equity-income managers discuss their holdings in the dividend-rich financial services, real estate, utilities and telecommunications sectors, and their overall expectations for 2017
Among their favoured holdings are infrastructure stocks such as pipelines, which are energy-related but less vulnerable to swings in commodity prices
With the very real prospect of further interest-rate increases in 2017, how will rate-sensitive equities such as dividend-rich stocks and real estate investment trusts perform?
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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