Q4 2018 outlook: a sensible correction

Sensible

Markets took a downward turn in October as the impact of the global monetary tightening cycle, excessive valuations within some asset classes, political uncertainty and issues across emerging market currencies turned sentiment sour. However, we believe this was a sensible correction, not the first leg down in a long-term bear market.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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Are equities overextended?

Following the reversal post a decade of quantitative easing (QE), a backdrop of rising interest rates and political uncertainty in the UK, US and Europe, many are debating to what assets they should allocate their money. As long-term investors, what are we focusing on?

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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