Equities

Industry

3 reasons to add to portfolio positions

Whether you hold a company or not, there are times when it’s advantageous to consider adding exposure.

By Sarah Cunningham-Scharf |April 6, 2017

3 min read

Market Insights

Will Trump tax cuts boost U.S. equities?

The minutes of the Fed’s discussion at its March meeting show that several Fed officials believe Trump’s stimulus plans will likely not begin until next year. In fact, the minutes indicate about half the Fed officials hadn’t included any assumptions about Trump’s efforts in their economic forecasts. Read: Look for dividend growers as rates rise […]

By Staff, with files from The Associated Press |April 5, 2017

2 min read

Industry

Look for dividend growers as rates rise

These days, it’s key to plan around where interest rates are likely to go.

By Katie Keir |April 4, 2017

2 min read

Market Insights

Why U.S. equity valuations continue to climb

Forecasting the fair market value of U.S. equities is akin to finding the Holy Grail. At least, that’s the comparison made in a research report by Research Affiliates. Buy-and-hold strategies are failing, says the report, because normalized prices (adjusted for changes in earnings or dividends) have remained above long-term averages over the last quarter century. […]

By Staff |March 27, 2017

2 min read

Is Europe next for election shock?

With the Netherlands holding elections next week, followed by France, Germany and Italy soon after, Europe could be the next region in line post-election market shocks. But political risks are probably overstated, says Richard Turnill, global chief investment strategist at BlackRock, in a weekly commentary. For instance, he points to polls suggesting a wide-margin loss […]

By Staff |March 6, 2017

2 min read

China, U.S. equity fund indices up 5.1% in February: Morningstar

Forty-one of Morningstar Canada’s 44 fund indices increased during the month of February, reveals a preliminary report by Morningstar Research. In fact, 20 indices increased by more than 2%. The indices measure the aggregate returns of funds in various standard categories. Most stock market indices outside Canada were positive in February, while the Canadian dollar […]

By Staff |March 2, 2017

2 min read

Will U.S. equity valuations keep climbing?

The one-year forward P/E ratio for the S&P 500 is 17.7, reports Factset. That’s the greatest level since 2004. “The only time one-year multiples were higher in recent memory was during the tech craze of the late 1990s,” says Avery Shenfeld, chief economist at CIBC Capital Markets, in an economics report. “And that didn’t end […]

By Staff |February 27, 2017

2 min read

Equities

3 reasons to add to portfolio positions

Will Trump tax cuts boost U.S. equities?

Look for dividend growers as rates rise

Why U.S. equity valuations continue to climb

How to invest in Canadian equities

Is Europe next for election shock?

China, U.S. equity fund indices up 5.1% in February: Morningstar

Will U.S. equity valuations keep climbing?

Will active beat passive in 2017?

Manulife Investments alters Canadian equity team