Are markets undervalued? Where are the opportunities?

Lorne Zeiler, CFA, MBA,

 

CI Assante Private Client VP, Private Client Management

 

With interest rates likely at or near their peak, the market should move from being priced based on interest rate expectations to a focus on valuations. While certain sectors may be expensive, and future near-term earnings will be impacted by the depth of the recession in Canada, the U.S., and other advanced economies (some data points show the U.S. may actually avoid a recession), we believe that we are in or about to enter a favorable investment environment where investors should earn above average returns, particularly in fixed income (bonds). 

 

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IMPORTANT DISCLAIMERS

 

This document is published as a general source of information and should not be considered personal, investment, tax, accounting or legal advice or an offer or solicitation to buy or sell securities. Every effort has been made to compile this material from reliable sources however it is subject to change without notice and no warranty can be made as to its accuracy or completeness. Please speak directly with a professional advisor for individual financial advice based on your personal circumstances. CI Assante Private Client is a division of CI Private Counsel LP. © 2023 CI Assante Private Client. All rights reserved. Published November 28, 2023.