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COMMENT
COMMENT
May 31, 2019
Market Outlook He likes to keep an overall portfolio that is market neutral. The FANG stocks has really driven the second half of this bull market since 2019. Canada's resource market has not favored well in this cycle. Over the past 20 years things are a little better for the TSX as the resource cycle flourished. He sees the regulatory environment being the big issue for Canadian energy stocks.
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Market Outlook He likes to keep an overall portfolio that is market neutral. The FANG stocks has really driven the second half of this bull market since 2019. Canada's resource market has not favored well in this cycle. Over the past 20 years things are a little better for the TSX as the resource cycle flourished. He sees the regulatory environment being the big issue for Canadian energy stocks.
COMMENT
COMMENT
May 31, 2019
The fundamentals are pretty good. However, the political environment with US/China trade tensions, Mexico trade tensions, Brexit, may be causing some growth or expansion plans to be postponed. The trade tensions need to be resolved quickly or could start seeing some real harm, the recession may come sooner than later. These trade issues are very disruptive.
Show full opinionHide full opinion
The fundamentals are pretty good. However, the political environment with US/China trade tensions, Mexico trade tensions, Brexit, may be causing some growth or expansion plans to be postponed. The trade tensions need to be resolved quickly or could start seeing some real harm, the recession may come sooner than later. These trade issues are very disruptive.