Apr 02, 2015

Positioning Yourself for Opportunities

Over the past three and five year periods, the international markets have considerably outperformed the Canadian market; and as a result, investors who took advantage of this notion benefited in the face of depressed commodity prices, a large correction in the energy sector, and a substantially weakened Canadian dollar.

In August 2011, the investment committee provided insight through one of our Market Intelligence articles (see below for link to article) on investing internationally. Throughout the article, there was discussion of the opportunities and powerful reasoning to suggest an international focus when putting capital to work. Over the past three and five year periods, the international markets have considerably outperformed the Canadian market; and as a result, investors who took advantage of this notion benefited in the face of depressed commodity prices, a large correction in the energy sector, and a substantially weakened Canadian dollar. While past results do not necessarily imply future performance, at CWB McLean & Partners we continue to stress the importance of proper geographic and sector diversification as the basis for a solid investment framework to minimize risk while achieving above average long-term results.

 1 Year   3 Year   5 Year
CWB M&P International Equity Strategy  11.76%  15.73%  11.80%
 International Benchmark*  13.78%  15.25%  10.17%
 TSX Composite 10.32%   9.67%  8.63%

 

*ACWI ex USA (All Country World Index from MSCI)

** Numbers are to the end of February 28, 2015


Click Here to Read McLean &  Partners' August 2011 Market Intelligence: Positioned for Opportunity

We are releasing our Quarterly Outlook Commentary next month, where Ric Palombi, International Analyst and Portfolio Manager, discusses opportunities in Brazil and highlights the European movement. This report is written exclusively for our clients to provide insights from our research team and to highlight portfolio strategies in light of the global economies.