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COMMENT
COMMENT
May 27, 2020
Market Outlook Investors are challenged with economic data showing record drops, yet markets are almost at year highs. Market economic data has softened, but now there are inklings of things looking positive. He thinks investors should avoid sectors that have not responded at all during the recovery. Also, there may be sector rotation going on, where sectors are now performing that were not before. Investors need to be cognizant of these changes.
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Market Outlook Investors are challenged with economic data showing record drops, yet markets are almost at year highs. Market economic data has softened, but now there are inklings of things looking positive. He thinks investors should avoid sectors that have not responded at all during the recovery. Also, there may be sector rotation going on, where sectors are now performing that were not before. Investors need to be cognizant of these changes.
COMMENT
COMMENT
May 27, 2020
Canadian REITs? He thinks the trend that is expected is that office space rental will shrink. Lower quality buildings are at risk. Industrial REITs for distribution will likely do well. The bigger, well capitalized offerings will likely do better. When trends become better known, you could look for value in the aftermath of the pandemic.
Show full opinionHide full opinion
Canadian REITs? He thinks the trend that is expected is that office space rental will shrink. Lower quality buildings are at risk. Industrial REITs for distribution will likely do well. The bigger, well capitalized offerings will likely do better. When trends become better known, you could look for value in the aftermath of the pandemic.