Advisor ToGo

Economic Indicators

Late cyclicals and the loonie: what’s next?

Rising rates in the U.S. likely means upside for late-cycle stocks but a weaker loonie

June 13, 2017

2 min read

Industry

Trim positions to focus on opportunities

This portfolio manager gives two examples of companies he’s trimmed

By Sarah Cunningham-Scharf |June 8, 2017

5 min read

Industry

Gold poised for growth

Gold stocks look promising, and here’s why

By Sarah Cunningham-Scharf |June 6, 2017

3 min read

Market Insights

Seeing the upside in downward drug pricing

Here are two ways healthcare names can beat downward pricing pressure

By Sarah Cunningham-Scharf |May 30, 2017

2 min read

Economic Indicators

Why the bears are wrong about Mexico

Since Donald Trump announced his presidential bid, Mexico has been a volatile topic.

May 23, 2017

4 min read

Economic Indicators

Why this is a top-performing sector in the U.K.

Banks and insurers were affected initially, but have since recovered.

By Sarah Cunningham-Scharf |May 16, 2017

3 min read

Economic Indicators

Room for upside in U.S. corporate earnings

Corporate earnings trends are constructive for the remainder of 2017 and into 2018.

By Sarah Cunningham-Scharf |May 11, 2017

3 min read

Economic Indicators

Why pick the pound over the euro?

Both the pound and euro are undervalued, but the pound has more upside potential.

By Sarah Cunningham-Scharf |May 9, 2017

2 min read

Economic Indicators

Why central banks can’t tighten too rapidly

As global slack dissipates, central banks will have to consider how to move forward.

April 27, 2017

2 min read

Economic Indicators

TransCanada deal won’t solve natural gas issues

Western Canada’s natural gas producers won’t be as competitive as hoped.

By Sarah Cunningham-Scharf |April 25, 2017

2 min read

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