Q4 2018 outlook: a sensible correction

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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Why do we use other money market funds?

In the current regulatory environment, banks are being discouraged from taking overnight deposits. Therefore, as liquidity investors, it is necessary to explore as many alternative solutions as possible.

Steve Matthews

Steve Matthews

Fund Manager, Liquidity

Andy Head

Andy Head

Assistant Fund Manager

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Why growth isn't the only game in town

Many of today’s younger fund managers – for example those who started their careers in 2007 or later – have only known an environment in which growth equities have outperformed value equities. Indeed, many industry discussions at conferences we attend discuss the view that growth is the only way forward, particularly in the United States. Many analysts in particular are unable to fathom why anyone would adopt a value bias, in any circumstance!

Mike Willans

Mike Willans

Head of Equities

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