Head of investment strategy, Nadeem Kassam, returns to The Advantaged Investor to discuss equity markets with host Chris Cooksey, including:
1. In the first half of the year most equity markets globally have performed extremely well, including the S&P/TSX and S&P 500 index, which have posted double-digit returns, what is your outlook going forward?
2. When we spoke in June you were fairly positive on the outlook for the global economy, including both Canada and the US. Has this changed at all given the recent spike in COVID-19 cases across the world due to the more infectious/contagious Delta variant?
3. We have seen a recent spike in volatility over the past few weeks. What is the reason for this and what do you suggest investor do should volatility pick up from here?
4. How do you think about asset allocation over the next 12-24 months and maybe even longer-term?
5. Where do you see the best opportunities today?