Looking Forward

With a valuation gap widening it might be a good time to revisit Emerging Markets

There is a lot of data that is pushing and pulling the markets right now. If you are looking for active management, ensure they are actually active

Corporate earnings have been coming in ahead of expectations in Q1. With the strong US dollar and stubborn interest rates it will be interesting to see if this trend persists in Q2.

Oil and gas companies, specifically the smaller ones, are where you can find value in today's market

There are reasons for the CAD to be weak against the USD but those reasons are diminishing

The drop in dividend paying companies has produced some juicy yields

The Why Report will help you analyze portfolio managers and asset allocation when "trust me" is not good enough

IPOs have been quieter than usual as capital has been raised privately