July 2017 Market Monitor
Listen to short interviews with Counsel’s investment specialists and get their latest views on current market themes. Market Monitor is hosted by Rana Chauhan, Counsel’s Chief Investment Strategist.
Investing in Canada Makes Sense
|Mel Mariampillai, Portfolio Manager at Sionna Investment Managers discusses the challenges we're seeing in Canada, whether things are likely to improve, the impact of interest rates, and overvaluation. |
Sionna is responsible for managing the North American Value equities mandate.
Importance of Diversification in Fixed Income
|Steve Locke, Senior Vice President, Portfolio Manager and Head of Team at Mackenzie Investments offers his views on the Bank of Canada's rate decisions, the impact these will on us and the real estate market, as well as the importance of being selective and well diversified in fixed income. |
Mackenzie is responsible for managing the Canadian core fixed income and fixed income mandates.
Advantages to Being Selective
|Virginia Au, Vice President, and Portfolio Manager at Invesco Capital talks about concerns around a correction in the market, which sectors they are finding opportunities in, and how small caps are doing against bigger names. |
Invesco is responsible for managing the U.S. Small Cap mandate.