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Stephen Carlin joined CIBC Asset Management Inc. in May 2013. He is a member of the Canadian Equity team with responsibility for Canadian core and income mandates.
Prior to joining CIBC, Mr. Carlin was Senior Vice-President and Head of Equities at Aegon Capital Management. At Aegon, he managed Canadian balanced, income and dividend strategies and led a team of portfolio managers, analysts and traders. Previous to his role at Aegon, he held the position of Vice-President, Canadian Equities at KBSH Capital Management and Director, Canadian Equities at CT Investment Management Group.
Mr. Carlin holds a Bachelor of Arts from the University of Western Ontario. He is also a CFA charterholder.
Banks, financial services and real estate have strong fundamentals.
Expect tepid performance, but don’t believe the U.S. hedge funds.
The outlook for banks and insurance companies is bright.
A look at what’s driving the TSX and what to expect.
Rising rates in the U.S. likely means upside for late-cycle stocks but a weaker loonie.
While housing risks should be considered, the financial sector is very strong.
The 2016 U.S. election campaign will soon end, and investors should remember that fact when reviewing their portfolios. Still, here’s some insight on what to expect in the near term.