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You are listening to:

RARE Infrastructure

Watch Infrastructure Stocks

Nick Langley, RARE Infrastructure

Utilities and infrastructure companies will grow as the economy and housing market continues to improve.

Funds:

  • Renaissance Global Infrastructure Fund
  • Renaissance Optimal Income Portfolio

Category: Infrastructure

December 11, 2012

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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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CIBC Global Asset Management

Why Canada Will Underperform in 2013

Pablo Martinez, CIBC Global Asset Management

Canada’s economy will be weak this year.

Categories: Canadian Equity Income, Economy

April 2, 2013

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CIBC Global Asset Management

Base Metals Will Bounce Back

Jennifer Law, CIBC Global Asset Management

Base metals are struggling, but long-term forecasts are positive.

Fund:

  • Renaissance Canadian Small-Cap Fund

Category: Canadian Small Cap Equities

March 28, 2013

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