Vince Childers of Cohen & Steers Capital Management says real estate, listed infrastructure, resource equities and commodities are a hedge against economic shocks
Vince Childers of Cohen & Steers says real estate, infrastructure, commodities, and resources make for a well-diversified real-assets allocation
Plus, Evolve launches covered-call bond ETF
Revenues and earnings are expected to slump alongside GDP
Accelerating decarbonization plans will help mining firms face the future
Slow global economic growth has taken a toll on natural resources, but monetary and fiscal stimuli could prove a boon to the sector when markets recover
Amid hard times, strong companies can get stronger, says CI’s Bob Lyon.
Tax deductions for capital spending will be spread over a longer period of time
In part three, the managers outline their portfolio strategies and share their views on several of the biggest names in Canada’s energy sector
Some fund portfolio managers are focusing on stock selection in this tough environment. However, commodity prices should start to improve in 2015 as growth in the global economy gains steam