Canada will lag U.S. on interest-rate hikes
Fund portfolio managers are generally positive on the economic fundamentals in North America
Manager finds value in U.S. consumer cyclicals
Portfolio managers say valuations have dropped to attractive levels
Global manager seeks bargains among beaten-up small-caps
The recent election of reform-minded leaders is seen as a positive development
Markets are in "catch-up mode," portfolio manager says
Fund portfolio managers are bullish on the outlook for gold-mining stocks
Manager seeks deep discounts in global real-estate equities
Government issues are taking a back seat