Tackling Tough Markets

At the best of times, portfolio management is a balancing act: managers must stick to their mandates while remaining flexible.

This is especially important when markets are hard to read—as they are now. Over the summer and into the fall, experts have pointed to the mismatch between market fundamentals and performance. As well, currencies may be overvalued and economic outlooks too bright, especially considering housing risks and rising rates across North America.

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