It has been a real roller coaster ride in the markets over the past 9-months, with Canadian equities down -3.1%, EAFE markets down -7.1% and the S&P 500 up 5.6% thanks to its strong tech weighting. Overall, there appears to be some trepidation as we head into the fall with worries over the upcoming U.S. election and the economic impact from the second wave of the COVID virus. That said, we do see a number of opportunities for the contrarian out there.
For those wondering how to position around this, Martin shares some of our thoughts on what we see to be 3 major themes in a special 3-part video series with the Financial Post entitled: Fall Investment Playbook. To watch, please hit the links to the videos below.
As always, Craig and Martin are happy to discuss in more detail.
What is the potential impact from the U.S. Election?
How to Play the Recovery Stocks