October 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.

Diversification, Defensive Equities and Low Volatility Equities

Donie O’Brien, Senior Quantitative Fund Manager at Irish Life Investment Managers discusses what he believes to be the current drivers of risk in the marketplace and Irish Life’s approach to managing risk. He also talks about increasing interest rates and the value of fixed income as a shock absorber in diversified portfolios. Irish Life manages the Defensive global equity, Global low volatility equity, Global government bonds, and Emerging market debt and equities components of the Counsel Retirement Portfolios.

 

Value Stocks in the Growth Paradigm

Brandon Geisler, Portfolio Manager at Marsico Capital Management gives Marsico’s perspective on investing in this environment of high U.S. valuations and low volatility. He also shares his thoughts on the current U.S. administration and potential changes to the Fed. Marsico manages the Counsel U.S. Growth mandate.

 

Canada: Better Relative Performer Going Forward

Stu Kedwell, Co-Head of Canadian Equities, Senior Vice-President, and Senior Portfolio Manager of North American Equities at RBC Global Asset Management weighs in on recent difficulties in the Canadian market. Stu also shares the factors considered when assessing the likelihood of a recession, including the general direction of the stock market or market breadth. RBC manages the Canadian Dividend component of Counsel Regular Pay and Counsel Income Managed Portfolios.