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.