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Canadian Strategy Snapshot: Consumer Conundrum
Bottom Line: Although we remain Market Weight the Consumer Discretionary sector in Canada, recent underperformance and increased negative sentiment may be presenting interesting opportunities within the sector. While we believe trade concerns facing the sector may be legitimate in the near term, many of our contrarian indicators suggest recent weakness is largely overdone. As such, barring a recession, which we do not believe will occur in the next 12 months, investors should begin looking for opportunities within underperforming, high-quality Canadian consumer names.
Main Points:
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Consumer Discretionary Underperformance Reaches an Extreme
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Trade War Concerns Loom Large Over Expectations
-
However, Core Fundamentals Remain Healthy
Brian is the Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both i...
VIEW FULL PROFILEBottom Line: Although we remain Market Weight the Consumer Discretionary sector in Canada, recent underperformance and increased negative sentiment may be presenting interesting opportunities within the sector. While we believe trade concerns facing the sector may be legitimate in the near term, many of our contrarian indicators suggest recent weakness is largely overdone. As such, barring a recession, which we do not believe will occur in the next 12 months, investors should begin looking for opportunities within underperforming, high-quality Canadian consumer names.
Main Points:
-
Consumer Discretionary Underperformance Reaches an Extreme
-
Trade War Concerns Loom Large Over Expectations
-
However, Core Fundamentals Remain Healthy
Brian is the Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both i...
VIEW FULL PROFILE
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