Bruce Campbell, president and portfolio manager, StoneCastle Investment Management
Bruce Campbell, president and portfolio manager at StoneCastle Investment Management, discusses his outlook for the markets.The investment markets have been active and exciting for investors this year. We continue to see very interesting rotations beneath the surface. Most investors would not have guessed three months ago that utilities would be the top-performing sector in the U.S. year to date.
In the last month, we have started to see large-cap stocks losing some of their dominant performance. Small and mid-cap stocks have begun to outperform. While we can’t say this marks a long-term trend change, short-term trends often lead to long-term shifts, and this is something we need to keep an eye on.For Canadian small-cap stocks, the market is more bifurcated. Companies with strong earnings profiles that don’t require additional capital are performing well.
Canada Latest News, Canada Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
Seeing stability for Canadian REITs, a CIBC analyst previews earnings season and reveals top picksDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
Read more »
RBC head of global energy research’s top stock picks for a lower oil priceDaily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow is reading today on the Web
Read more »
Gordon Reid’s Top Picks for September 17, 2024Top picks from Gordon Reid, president and CEO, Goodreid Investment Counsel
Read more »
Our Beauty Editor’s top picks for Amazon’s Beauty WeekShop these top picks before the sale ends!
Read more »
Rebecca Teltscher’s Top Picks for September 5, 2024Top picks from Rebecca Teltscher, portfolio manager, Newhaven Asset Management
Read more »
Kim Bolton’s Top Picks for August 28, 2024Top picks from Kim Bolton, president and portfolio manager of Black Swan Dexteritas
Read more »