Will
Canadian equities play catchup with the rest of the world?
Not exact matches
It could mean going into a
Canadian equity growth mandate, buying emerging markets, or
playing with even riskier assets.
In the June 13 issue of
Canadian Business, I wrote about how investors can
play defense with their
equity allocation.
This explains how it is that the
Canadian equity market has managed to outperform the S&P 500 this year by a cool 2,000 basis points (in this sense, Canada is basically a low - beta way to
play the emerging markets via commodity exposure).
«US
equities are hardly cheap given their run - up in 2013, but the
Canadian market would appear to have more room to run... Within the
equity market, what hasn't
played well in the past few years should now outperform.