Equities – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 10 Dec 2024 16:44:02 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Equities – Investment Executive https://www.investmentexecutive.com 32 32 2024 in review: elections, rates and a broadening out of markets https://www.investmentexecutive.com/soundbites/equities/2024-in-review-elections-rates-and-a-broadening-out-of-markets/ Tue, 10 Dec 2024 18:01:24 +0000 https://www.investmentexecutive.com/?p=498082 Brent MacLellan of Canada Life Investment Management says "resilient year" surprised to the upside

The post 2024 in review: elections, rates and a broadening out of markets appeared first on Investment Executive.

]]>
Canadians have unique opportunity to benefit from strong U.S. dollar https://www.investmentexecutive.com/soundbites/equities/canadians-have-unique-opportunity-to-benefit-from-strong-u-s-dollar/ Tue, 03 Dec 2024 18:01:23 +0000 https://www.investmentexecutive.com/?p=497635 Jules Boudreau of Mackenzie Investments says markets have priced in the bump the dollar will likely get from a Trump presidency

The post Canadians have unique opportunity to benefit from strong U.S. dollar appeared first on Investment Executive.

]]>
A broadening of markets will be positive for small-cap stocks https://www.investmentexecutive.com/soundbites/equities/a-broadening-of-markets-will-be-positive-for-small-cap-stocks/ Tue, 26 Nov 2024 18:01:50 +0000 https://www.investmentexecutive.com/?p=497312 Francis Gannon of Royce Investment Partners says investor attention is moving away from mega-cap names

The post A broadening of markets will be positive for small-cap stocks appeared first on Investment Executive.

]]>
Focus on valuations is key when it comes to global equities https://www.investmentexecutive.com/soundbites/equities/focus-on-valuations-is-key-when-it-comes-to-global-equities/ Tue, 19 Nov 2024 18:01:58 +0000 https://www.investmentexecutive.com/?p=496855 As market conditions change, great companies can become unworkably expensive, says Bimal Patel of Canada Life Asset Management

The post Focus on valuations is key when it comes to global equities appeared first on Investment Executive.

]]>
Canadian equities well positioned for late-cycle environment https://www.investmentexecutive.com/soundbites/equities/canadian-equities-well-positioned-for-late-cycle-environment/ Tue, 29 Oct 2024 17:01:52 +0000 https://www.investmentexecutive.com/?p=495494 The U.S. election will be less influential than central bank moves, cyclical considerations, Lisa Conroy of CC&L says

The post Canadian equities well positioned for late-cycle environment appeared first on Investment Executive.

]]>
Despite volatility risks, fundamentals remain key for growth investors https://www.investmentexecutive.com/soundbites/equities/despite-volatility-risks-fundamentals-remain-key-for-growth-investors/ Tue, 22 Oct 2024 17:01:17 +0000 https://www.investmentexecutive.com/?p=495085 Jyotsana Wadera of Putnam Investments says strong companies will withstand inevitable market corrections

The post Despite volatility risks, fundamentals remain key for growth investors appeared first on Investment Executive.

]]>
Out-of-favour stocks and sectors create opportunities https://www.investmentexecutive.com/soundbites/equities/out-of-favour-stocks-and-sectors-create-opportunities/ Tue, 24 Sep 2024 17:01:56 +0000 https://www.investmentexecutive.com/?p=493219 Mary Crowe of Beutel Goodman says patience in uncertainty and a focus on fundamentals is what value investing is all about

The post Out-of-favour stocks and sectors create opportunities appeared first on Investment Executive.

]]>
Biggest caution on hot U.S. economy? Growing fiscal deficit https://www.investmentexecutive.com/soundbites/equities/biggest-caution-on-hot-u-s-economy-growing-fiscal-deficit/ Tue, 03 Sep 2024 17:01:44 +0000 https://www.investmentexecutive.com/?p=491708 Leonie MacCann of Irish Life Investment Managers says U.S. equities will grind higher but investors should expect more volatility

The post Biggest caution on hot U.S. economy? Growing fiscal deficit appeared first on Investment Executive.

]]>
Copper is a strong play in the energy transition https://www.investmentexecutive.com/soundbites/equities/copper-is-a-strong-play-in-the-energy-transition/ Tue, 13 Aug 2024 17:01:43 +0000 https://www.investmentexecutive.com/?p=490799 Bryan Pilsworth of Foyston Gordon & Payne says a higher demand for minerals will favour Canada’s resource economy

The post Copper is a strong play in the energy transition appeared first on Investment Executive.

]]>
Crowding effect means some great stocks are being ignored https://www.investmentexecutive.com/soundbites/equities/crowding-effect-means-some-great-stocks-are-being-ignored/ Tue, 25 Jun 2024 17:01:13 +0000 https://www.investmentexecutive.com/?p=488011 Ryan Fitzgerald of Beutel Goodman Investment Counsel says stretched valuations are opening up a wealth of opportunities

The post Crowding effect means some great stocks are being ignored appeared first on Investment Executive.

]]>