Outlook 2011 – Investment Executive

Outlook 2011: Risky business

Jean-Marc Jutras — Mon, 24 Jan 2011 20:18:00 +0000

Minimizing risk should be a major theme for your clients this year

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A closer look at corporate bonds

Jean-Marc Jutras — Mon, 24 Jan 2011 18:37:00 +0000

Appealing yields draw much interest to bonds of a certain brewery, as well as those of financial services companies and junk, a.k.a. high-yield debt

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Emerging markets poised for gains

Jean-Marc Jutras — Mon, 24 Jan 2011 18:37:00 +0000

Robust consumer demand and sustained global demand for natural resources will underpin growth this year. In particular, growth in India and China will be a tonic for commodities-producing emerging countries

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Keeping an eye on Asia’s growth

Jean-Marc Jutras — Mon, 24 Jan 2011 18:37:00 +0000

With China still expanding strongly, its Asian neighbours are well positioned to maintain and build on their recent growth spurts. Issues for investors to watch out for include rising interest rates, appreciating currencies and domestic politics

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Japan recovers, but slowly

Jean-Marc Jutras — Mon, 24 Jan 2011 18:37:00 +0000

With a strong yen challenging exporters’ profits, Japan can expect modest growth over the next year. But fund managers have found a few bright spots

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Regulators target global banks

Jean-Marc Jutras — Mon, 24 Jan 2011 18:37:00 +0000

Reforms, such as raising capital requirements and imposing liquidity minimums, are intended to prevent a repeat of the recent global financial crisis

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Amid the bad news, opportunity

Jean-Marc Jutras — Mon, 24 Jan 2011 18:37:00 +0000

Despite sovereign debt woes in some European countries, many fund managers expect market growth to exceed expectations and bolster market returns. Says one manager: “There are pockets where opportunities lie”

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China cruising in the fast lane

Jean-Marc Jutras — Mon, 24 Jan 2011 18:37:00 +0000

With massive migration into cities from rural areas, China is “like the U.S. at the end of the 19th century.” Investment fund managers remain bullish on infrastructure and consumer plays despite the government’s efforts to cool the economy

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Energy stocks to trump base metals

Jean-Marc Jutras — Mon, 24 Jan 2011 18:37:00 +0000

Most analysts are bullish about the demand for oil and its price over the medium term because of strong growth in emerging economies. Their views on base metals vary, depending on the product, but copper is a favourite

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Will corporate bonds star?

Jean-Marc Jutras — Mon, 24 Jan 2011 18:37:00 +0000

Increasing holdings of investment-grade corporate bonds is a good idea for your clients as interest rates begin to rise

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