James Telfser, Managing Partner and Portfolio Manager at Aventine Asset Management, discusses his top stock picks: Akumin, FirstService and Heroux-Devtek.
We believe the market is well positioned to go higher. To be clear, when we think about the long-term, we are concerned about the potential return profile of both the debt and equity markets. The COVID-19 pandemic has caused a rapid and extreme policy shift.
As we close out another year and look forward to 2020 many of the key themes that have been in place since early 2019 are still present; low interest rates, a sluggish global economy and accommodative central banks.
This quarterly letter marks our first combined commentary which will now touch on the developments within our wealth management platform. These commentaries will include a market overview, individual stock ideas, asset allocation ideas as well as other broad themes we are seeing play out in the ever-changing marketplace.
James Telfser, Managing Partner and Portfolio Manager at Aventine Asset Management, shares his outlook on the current market environment as interest rates continue to trend lower, with sovereign debt worldwide trading at negative yields.
James Telfser, Managing Partner and Portfolio Manager at Aventine Asset Management, provides his outlook on Canadian Equities and his reasoning for investing defensively in this current market environment.
In case you missed it, Aventine Portfolio Manager, John Kim, made an appearance on BNN Bloomberg’s Market call on June 21st to share his market outlook. We thought you might enjoy this short clip.