In the first half of 2011, the Yukon enjoyed another gold rush, with a surge of exploration companies seeking a new mother lode in the largely unexploited wilderness. But the excitement was unsustainable.

Despite the country’s softening growth rate, fund managers still have a positive outlook on Chinese equities, with an economic “soft landing” expected this year.

When institutional asset managers want to smooth out volatility, one of the asset classes they turn to is global infrastructure. But it’s important to understand the different classes of assets within infrastructure, and invest according to the growth prospects of the economy in which it operates.

The past year has been marked by two primary fears among investors: that the European debt crisis will spread, and that policymakers in the emerging markets will choke off growth with anti-inflation measures.

As the Greek debt crisis meanders toward a conclusion, one veteran investor says it has provided excellent opportunities on the Canadian equities.