When stock market returns become unpredictable, dividends drive portfolio growth, says Domenic Monteferrante, first vice president of Canadian Equities at CIBC Global Asset Management.

The best way to invest is to branch out from the top stocks and be an all-cap value manager, says Suzann Pennington, head of Canadian Equities at CIBC Global Asset Management.

When investors overreact to headlines, they create volatility in the markets, says Colum McKinley of CIBC Global Asset Management, and manager of the Renaissance Canadian Core Value Fund. But that might not be a bad thing.

Take advantage of the yields in these two sectors, says David Graham, vice president of equities at CIBC Global Asset Management.

Oil prices critically affect the North American economy, but what if they went down? “We’d be happy with $85-to-$90 a barrel,” says Craig Porter, a resource fund manager from Front Street Capital.