“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.
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.
CIBC Asset Management’s Patrick O’Toole reveals why corporate bonds are expected to outperform government bonds over the next 12 months, and by how much. He also discusses how the bond market perceives defaults as a lagging indicator and how energy and retail firms have suffered the most.