But managers of high-yield fixed-income funds suggest that investors be cautious in 2011
Some fund managers see a strong upside among Canadian resources companies
“There are many high-quality companies trading at reasonably low multiples,” says one Canadian equity fund manager
“Looking at the market in general, we don’t think valuations are stretched,” says one small- and mid-cap fund manager
Investors are beginning to realize that these markets are expanding faster than developed countries, says a fund manager
“There is more macroeconomic risk than there has been for a long time,” says one mutual fund manager
Darkening economic prospects are unnerving investors. “We’re in a multi-year bull run for gold,” says one manager
Short-term interest rates will probably creep up, one fund manager says, but longer-term rates will stay down
Investors may be ignoring solid company fundamentals, says a manager of one science and technology mutual fund
Internationl equity fund managers also have to deal with the poor fiscal condition of many European countries