Finding Opportunity at Home with the S&P/TSX Indices
How does design influence index composition and risk/return in Canada? S&P DJI’s Mike Orzano and Anu Ganti join CFRA’s Lindsey Bell for a fundamental look at Canadian equities through the lens of the S&P/TSX Indices.
Getting Active with Sectors
What’s the role of S&P 500® sectors in risk, pricing, and active returns? S&P DJI’s Tim Edwards joins Rebecca Chesworth of SPDR ETFs to explore how and why some investors are getting active with sectors.
An Outcome-Focused Approach to Global Growth
The outlook for global growth is improving, and one sign of this trend is the uptick in business investment. In this video, portfolio manager Agam Sharma identifies the types of companies that stand to benefit from these capital expenditures and how IA Clarington Global Multi-Asset Fund is positioned to participate in this earnings growth opportunity. He also identifies attractive areas within emerging market equities and some of the less-traveled areas within fixed income that offer potential for strong risk-adjusted income streams.
The Case for Global Infrastructure
Infrastructure assets provide essential services that allow global cities to function. The almost inelastic demand for their services results in consistent revenue, margin and cash flow growth. Global macro trends such as population growth, urbanization and digitization drive the continued utilization of these assets. Infrastructure businesses add to portfolio diversification because of their low correlation to other asset classes. Infrastructure assets have historically outperformed equities and remain under-allocated to by most investors. Whitepaper: The case of infrastructure Investor Brochure: Why invest in infrastructure? Fund Profile: Starlight Global Infrastructure Fund
The Case for Global Real Estate
Real estate firms generate long-term cash-flow streams with leverage to rising economic output. This is confirmed by the long-term outperformance of REITs over the last 25 years, compared to both global stocks and global bonds. The outperformance of REITs over this time period is often linked to declining interest rates, however it’s important to note that global equities outperformed global bonds during this time period. Global equities were also levered to falling interest rates and, certainly, to rising economic output. The outperformance of REITs during this time period is a function of their structure and the unique attributes of REITs. Whitepaper: The case of real estate Investor Brochure: Why invest in real estate? Fund Profile: Starlight Global Real Estate Fund
Finding Opportunity in Challenging Global Markets
Global equity valuations have rarely been more challenging, but portfolio manager Joe Jugovic is still finding opportunity in select areas of the market. In this video, he offers his insights on the impact central bank policy is having on global stock markets, factors he expects will influence the earnings outlook, and how his unique approach to value investing can help build wealth over the long term.
Does Patience Pay?
Explore a custom index solution designed to unlock the patience premium with S&P DJI’s Michael Mell and Matarin Capital Management’s Nili Gilbert.
Investing in Quality and Long-Term Value
The last month of 2018 was a difficult one for equity investors, but for Joe Jugovic, it was a perfect opportunity to top up his positions in some of his favourite value names. In this video, he identifies key areas of the market he believes are best positioned for attractive returns in the months ahead. He also discusses his outlook for value, identifies key risk factors and explains why he believes IA Clarington Global Equity Fund continues to be an excellent choice for investor portfolios.
Economist Perspective: Government Shutdown a Prelude to Debt-Ceiling Debate?
Why does the debt ceiling matter? Blu Putnam, CME Group Chief Economist says the economic impact from the partial government shutdown is expected to be minimal, but the markets will take notice if the debt ceiling becomes an issue.
Market Movers: Q4 Tech Earnings
FAANG Stocks: Which is the growth story to watch? Jim Iuorio, Managing Director TJM Institutional Services and Scott Martin, Chief Investment Officer of Kingsview preview Q4 tech earnings and discuss the lag effects of the unresolved trade war and its impact on this sector.
A Look Back at 2018, and Ahead to 2019
This past year was a challenging one for investors, but Clément Gignac believes opportunity lies on the other side of recent volatility. In this video, he looks back at why markets had a difficult year, and explains why he believes EAFE and emerging market equities appear poised for a strong 2019. He also identifies key risks he’ll be monitoring, and discusses why he believes a recession is unlikely in the U.S. next year.
Market of the Week with Dan Gramza: E-mini Russell 2000
Gauging U.S. Small Cap Stocks Dan Gramza, President of Gramza Capital Management, Inc., analyzes the March Russell 2000 futures contract. Using technical and fundamental data from daily and weekly charts, he discusses what impact global events like, Brexit and trade developments between the U.S. & China may have on this index.