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You are listening to:

Wintergreen Advisers

Don’t Spurn Global Equities

David Winters, Wintergreen Advisers

Early equities buyers will benefit from market upswings.

Funds:

  • Renaissance Optimal Global Equity Portfolio
  • Renaissance Global Markets Fund

Category: Global Equities

February 14, 2013

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CIBC Global Asset Management

Canadian Dollar a Good Bet

Luc de la Durantaye, CIBC Global Asset Management

Investors should reduce exposures to currencies at risk of depreciation.

Funds:

  • Renaissance Optimal Inflation Opportunities Portfolio
  • Renaissance Optimal Income Portfolio

Category: Economy

April 18, 2013

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RARE Infrastructure

Global Growth Stocks to Drive 2013 Markets

Nick Langley, RARE Infrastructure

Sectors exposed to GDP growth will drive market performance.

Funds:

  • Renaissance Global Infrastructure Fund
  • Renaissance Optimal Income Portfolio

Category: Infrastructure

April 16, 2013

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CIBC Global Asset Management

Why Europe Shouldn’t Concern Clients

Luc de la Durantaye, CIBC Global Asset Management

Cyprus may have grabbed headlines, but your clients shouldn’t worry about Europe.

Funds:

  • Renaissance Optimal Inflation Opportunities Portfolio
  • Renaissance Optimal Income Portfolio

Category: Economy

April 11, 2013

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Pictet Asset Management

Russia Tops Emerging Markets

Stephen Burrows, Pictet Asset Management

The country’s large population means it’s a great place to play the consumer theme.

Fund:

  • Renaissance Emerging Markets Fund

Category: Emerging Market

April 9, 2013

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American Century Investments

Media Companies Are Good Buys

Michael Orndorff, American Century Investments

The U.S. consumer sector has lagged this year, but there are opportunities.

Fund:

  • Renaissance U.S. Equity Growth Fund

Category: U.S. Equities

April 4, 2013

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