Stock price when the opinion was issued
(Past Top Pick on June 1, 2017, Up 8.5%) Has 10% of his portfolios in emerging markets. There's growth here, dominated by China. EM used to be resource-heavy, but now it's about Asia ex-Japan, headed by strong technology stocks. There's also the emerging middle class in places like India who will consume products. MER 0.26%.
She believes we are in a rising rate environment, although she doesn’t think we are going to see sky high rates. From this point on, money is best spent in equities. She would prefer higher yielding Canadian equities.