We hosted our semi-annual Meet the Pros event last week in Toronto where clients had an opportunity to meet some of the independent asset class specialists we retain for specific components of the portfolios we manage. This year’s panel of pundits included Maureen Farrow of Economap (our independent economist), Tye Bousada of Edgepoint Investment Group and John Foresi of Venterra Realty –specialists in global equities and U.S. real estate respectively.
The key takeaways in my view were:
- the recovery from the of 2007/08 financial crisis is on a good path and has slow but steady momentum;
- after a strong run-up in both equity and real estate prices; be very careful not to overpay