Covid-19 has resulted in uneven market rebounds worldwide.
Spreads have tightened since the start of the pandemic.
How much does a presidential election influence stock markets?
Craig Jerusalim explains why the stock market has outperformed the economy. He also encourages investors to choose quality businesses over the long term, and focus less on market timing.
Focusing on quality provides a middle ground.
“The environment going forward, at least in the in the near term, shouldn't be drastically different from the last 10 years,” says CIBC Asset Management’s Amber Sinha. That’s despite the recent rally in growth stocks spurred by global government stimulus, low interest rates and dominant soaring tech companies, that have been thriving in lockdown.
The safe-haven asset is a top performer so far this year.
Craig Jerusalim discusses the role of gold stocks in a portfolio. He suggests that investors will likely benefit from having some exposure to gold when properly incorporated into a well-diversified portfolio.
Amid central bank support, threats remain for investors.
An improving economy means the best opportunity may have passed.