Equities | Investment Executive Canada's news source for financial professionals Wed, 29 Apr 2026 21:10:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://old.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Equities | Investment Executive 32 32 Faster market rotations may be the new normal https://old.investmentexecutive.com/soundbites/equities/faster-market-rotations-may-be-the-new-normal/ Tue, 05 May 2026 17:01:50 +0000 https://www.investmentexecutive.com/?p=537636 Katherine Owen of Mackenzie Investments says investors should aim for nimble, ‘all-weather’ portfolios rather than single-factor bets

The post Faster market rotations may be the new normal appeared first on Investment Executive.

]]>
Listed private equity offers access… but with more volatility https://old.investmentexecutive.com/soundbites/equities/listed-private-equity-offers-access-but-with-more-volatility/ Tue, 28 Apr 2026 17:01:40 +0000 https://www.investmentexecutive.com/?p=537045 Alan Duffy of Keyridge Asset Management says private equity platforms are evolving beyond traditional buyout strategies

The post Listed private equity offers access… but with more volatility appeared first on Investment Executive.

]]>
Resurgence of international equities has ‘room to run’ https://old.investmentexecutive.com/soundbites/equities/resurgence-of-international-equities-has-room-to-run/ Tue, 21 Apr 2026 17:01:27 +0000 https://www.investmentexecutive.com/?p=536448 Isabella Giordano of J.P. Morgan Asset Management says EAFE outperformance signals broader shift beyond U.S. dominance

The post Resurgence of international equities has ‘room to run’ appeared first on Investment Executive.

]]>
As uncertainty rises, case for non-U.S. equities strengthens https://old.investmentexecutive.com/soundbites/equities/as-uncertainty-rises-case-for-non-u-s-equities-strengthens/ Tue, 24 Mar 2026 17:01:38 +0000 https://www.investmentexecutive.com/?p=534306 Seth Weingram of Acadian Asset Management says valuation gaps and growth trends favour markets outside America

The post As uncertainty rises, case for non-U.S. equities strengthens appeared first on Investment Executive.

]]>
Regime shift puts Canadian equities back in global spotlight https://old.investmentexecutive.com/soundbites/equities/regime-shift-puts-canadian-equities-back-in-global-spotlight/ Tue, 10 Mar 2026 17:01:10 +0000 https://www.investmentexecutive.com/?p=533191 Lisa Conroy of Connor, Clark & Lunn says Canada’s market structure aligns with next global investment cycle

The post Regime shift puts Canadian equities back in global spotlight appeared first on Investment Executive.

]]>
AI remains dominant, but be selective and diversified https://old.investmentexecutive.com/soundbites/equities/ai-remains-dominant-but-be-selective-and-diversified/ Tue, 03 Mar 2026 18:01:21 +0000 https://www.investmentexecutive.com/?p=532507 Jyotsana Wadera of Putnam Investments says picking winners requires company-by-company analysis

The post AI remains dominant, but be selective and diversified appeared first on Investment Executive.

]]>
Current volatility strengthens case for international exposure https://old.investmentexecutive.com/soundbites/equities/current-volatility-strengthens-case-for-international-exposure/ Tue, 24 Feb 2026 18:01:56 +0000 https://www.investmentexecutive.com/?p=531987 David Ragan of Mawer Investment Management says global markets provide valuation relief, diversification benefits

The post Current volatility strengthens case for international exposure appeared first on Investment Executive.

]]>
Why retirement investing demands a unique playbook https://old.investmentexecutive.com/soundbites/equities/why-retirement-investing-demands-a-unique-playbook/ Tue, 10 Feb 2026 18:01:31 +0000 https://www.investmentexecutive.com/?p=531144 Jack Delany of Keyridge Asset Management says solutions need to offer growth, liquidity and inflation protection

The post Why retirement investing demands a unique playbook appeared first on Investment Executive.

]]>
Beaten-down sectors offer upside as cycles turn https://old.investmentexecutive.com/soundbites/equities/beaten-down-sectors-offer-upside-as-cycles-turn/ Tue, 27 Jan 2026 18:01:10 +0000 https://www.investmentexecutive.com/?p=530092 Jeff Bradacs of Picton Investments says rolling recoveries are creating overlooked equity opportunities

The post Beaten-down sectors offer upside as cycles turn appeared first on Investment Executive.

]]>
AI productivity gains will be real but path will be uneven https://old.investmentexecutive.com/soundbites/equities/ai-productivity-gains-will-be-real-but-path-will-be-uneven/ Tue, 20 Jan 2026 18:01:40 +0000 https://www.investmentexecutive.com/?p=529486 Corrado Tiralongo of Canada Life says the paradox of AI is that the major players demonstrate undeniable strength and visible strain at the same time

The post AI productivity gains will be real but path will be uneven appeared first on Investment Executive.

]]>