Episode 11B: 2019 Outlook - Travel with Caution, not fear - Part 2

01/18/19 • 42 min

The Capital Markets and Strategy team conclude their two-part series with a focus on WYNTK for International Equities, Fixed Income and the Canadian Dollar in 2019. Philip Petursson, Macan Nia and Kevin Headland ends this episode with their individual 2019 fearless forecast. Listen on.

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Episode 11A: 2019 Outlook - Travel with Caution, not Fear

In 2018, equities and fixed income can be summed up as being “frustratingly disappointing”. There was no where to hide. So, is it so bad, that it’s actually good? Listen on as Philip Petursson, Macan Nia and Kevin Headland, provide their insights on last year’s retail investor capitulation, and how that sets up new opportunities for 2019. In the first of a two-part series, in this episode, the team bring their unique views on opportunities in Canada and U.S.

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Episode 12: When valuing companies, cashflow is king.

Investment professionals use a variety of traditional measures to value companies, such as PE ratio, Price-to-book value, Price-to-sales, and Enterprise value to EBITA. But are they accurate? In this episode, Philip Petursson, Chief Investment Strategist, speaks with Patrick Blais, Senior Portfolio Manager, co-head of the Canadian Fundamental Equity team, Manulife Asset Management, who views valuing companies differently. He has often said, “company earnings can be potentially fictional whereas cashflow is real”. Is there a right measure? Listen on.