The U.S. economy is perking up and consumer confidence is increasing
Portfolio managers point to positive developments in the economies of India and China
U.S. President Donald Trump's pro-business policies also support prices
But portfolio managers say there are many risks, including the performance of China's economy
The uncertain policies of Donald Trump are key questions
Amid uncertainty, David Sykes favours companies with consistent earnings growth
High-yield bond fundsThe success - or failure - of U.S. President Donald Trump's policies will affect the direction of the bond market
His policies may stimulate U.S. economic growth, but their potential impact on Canada is murky
But portfolio managers anticipate market uncertainty
Validea’s John Reese cites valuation gap