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  • May 19, 2010

Global stock and commodity markets are following developments in European credit markets. Earnings, economic reports and stock-specific news simply aren’t the main drivers of market performance right now. Although the current scare could drag on for a few more weeks, it’s likely to prove a buying opportunity for energy stocks. Read More

  • April 24, 2010
  • Video

The US and other developed economies are slowly recovering from the vicious 2008/09 economic downturn but global growth is picking up thanks to a strong rebound in emerging markets. Rising disposable incomes across the developing world are behind a boom in spending on industries as diverse as energy, technology, agriculture and basic infrastructure. Meanwhile, in the developed world the receding threat of health reform is powering strong gains in healthcare companies while the popping of the green energy bubble is refocusing attention on the true alternative fuels: natural gas and nuclear power. Read More

Income investing is a winner's game, but only if you stay ahead of the yield-chasing crowd. Over the past few years, we've been first to invest in high-quality utilities, Canadian trusts and master limited partnerships. They all scored us high, growing and sustainable yields, plus capital gains once the yield-chasers finally saw their value and bid our picks up. Discover where we're looking for another one-two punch this year. Read More

  • April 24, 2010
  • Video

In turbulent times like these, it’s easy to lose sight of the big picture. You must pay attention to the fundamentals and long-term investment trends if you want to keep your portfolio on track. And the biggest trend underway is the shift of global economic growth from West to East. Asia is leading the way in this new race, and, along with a couple of other rising economies, should remain the investment destination of choice. Join us to find out what to buy, what to sell, and when will the party end. Read More