As an equity investment specialist at global financial services firm Capital Group, Kathrin Forrest has a broad range of stocks from which to choose.
Ms. Forrest’s Toronto-based team oversees $20.8-billion in assets for clients in Canada, while the firm manages about $3.7-trillion in assets for investors globally., has returned 21.3 per cent over the past 12 months. Its three-year annualized return is 4.3 per cent and its five-year annualized return is 11 per cent. The performance is based on total returns, net of fees, as of March 31.
However, equity market strength has not been uniform. The U.S. has led the rest of the world; developed markets have led emerging markets; large caps have led small caps; and growth has led value, especially in the U.S. A more recent nuance is whether inflation may turn out to be more sticky, which has resulted in more moderate expectations for central bank easing across several developed markets, including Canada and the U.S.
Belgique Dernières Nouvelles, Belgique Actualités
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