The equity investment specialist at Capital Group says analyzing company fundamentals trumps trying to anticipate broader market direction.

Soundbites

134 Kathrin Forrest offers strategies for volatile markets

The Canadian equities portfolio manager at Toronto-based Beutel Goodman Investment Counsel says there are deals to be found in the current volatility.

135 Vim Thasan on opportunities and risks in Canadian Equities

The executive vice president with GWL Realty Advisors says it’s really all about sourcing the right opportunities in the right markets.

136 Steve Marino on the state of Canadian real-estate investing

The senior investment director in the Global Investment Strategies group at Putnam Investments says value serves a balancing function when economies are teetering between growth and contraction.

137 Caroline Edwards on the case for value investing in 2024

The senior analyst with C WorldWide Asset Management says Warren Buffett may have gotten it wrong when he wrote in the 1970s that inflation swindles the equity investor

138 Marcus Bellander on equity returns in inflationary times

The chief investment strategist with Irish Life Investment Managers talks about recession fears, surprise winners among sectors, and what we should look forward to in 2024.

139 Lenny McLoughlin reviews 2023 and offers a preview of 2024

The vice president and portfolio manager with Portfolio Solutions Group says current conditions underline the need for diversification and active management.

140 Susan Spence on asset classes and themes to watch for in 2024

The vice president and global market strategist with J. P. Morgan Asset Management talks about surprising developments in 2023 and what they could mean for global equity opportunities.

141-Jack Manley on the prospect for equities in 2024

The vice president and portfolio manager at Mackenzie Investments offers his view on corporate and sovereign debt in Canada, and why fixed-income investing makes sense right now.

142 Mark Hamlin on the market outlook for fixed income

The product specialist with Connor, Clark & Lunn Investment Management says despite short-term challenges ahead, Canadian equities appear to be well positioned for 2024.

This track is not available anymore.

Other tracks from Investment Executive