Looking for the perfect mandate to complement a Canadian investors portfolio?

Erica Szczech - Jul 11, 2017
A world hobbled by too much debt and in the thrall of monetary policy has delivered anemic growth and low inflation.

A world hobbled by too much debt and in the thrall of monetary policy has delivered anemic growth and low inflation.

 

A large part of the money created by Central Banks (QE) has flowed into assets like property and equity markets, and has contributed to growing inequality; especially in the U.S., but elsewhere too.

 

In pursuing this policy, the Fed has chosen to ignore the fact that inflation remains stubbornly depressed, arguing that soon it will start to rise as labour markets tighten. In practice, productivity has been subpar, despite all the shiny technology now in use.

 

There is no question that economic activity around the world is looking a tad better – with the exception of the UK. This has led to speculation that interest rates everywhere may begin to ‘normalize’ by going up.

 

The prudent course of action in an unsettling world is to concentrate on equities which exhibit quality, growth and sustainability, wherever they may be listed. The search for non-correlated assets is also an exercise which should yield good rewards. We may be entering choppier waters, and that is a time to make sure the ship is fully seaworthy. Getting off the boat is not an option.

 

Guardian Global Fundamental Balanced is the perfect mandate to complement a Canadian investor’s portfolio. Portfolio Managers primary objective is to deliver above market returns at below benchmark risk over longer time horizons.

 

To learn more about GuardCaps top performance contact me today.