News

Why it’s not too late to buy Canada

Why it’s not too late to buy Canada

David Taylor discusses how Canadian equities are positioned to outperform as we enter the next phase of the U.S. economic cycle...

It’s early days for this expansion and the great rotation is just beginning

It’s early days for this expansion and the great rotation is just beginning

David Taylor discusses the global economy and the start of the rotation out of bonds, quasi-bonds and growth into equities, cyclicals and value...

The markets have no idea what Trump’s win means

The markets have no idea what Trump’s win means

David Taylor discusses the effect of Trump's win on the markets...

You don’t need commodity prices to increase to make money in energy

You don’t need commodity prices to increase to make money in energy

David Taylor tells BNN's Paul Bagnell where he's finding opportunity in a beaten-down energy sector...

Value investing is finally back in vogue

Value investing is finally back in vogue

David Taylor discusses why now is an exciting time for value investors...

Bullish on Canada, again

Bullish on Canada, again

David Taylor discusses why he shifted his portfolios from the US to Canada...

Oil at $70 wouldn’t be a surprise

Oil at $70 wouldn’t be a surprise

David Taylor talks to BNN's Paul Bagnell about whether the rally in crude oil can continue...

Suncor’s shopping spree may not be over

Suncor’s shopping spree may not be over

David Taylor discusses the timing of Suncor's equity issue and some ideal take-out candidates with BNN's Paul Bagnell...

The run in Canadian equities can continue

The run in Canadian equities can continue

We increased our Canadian equities weighting six months ago and they still have room to run...

Value manager can’t remember any period this tough

Value manager can’t remember any period this tough

David Taylor discusses why the tide may finally be turning in favour of value stocks...