Market Monitor January 2018
Listen to short interviews with Counsel’s investment specialists and get their latest views on current market themes. Market Monitor is hosted by Rana Chauhan, Counsel’s Chief Investment Strategist.
Gradually Rising Rates a Key Theme for 2018
|Steve Locke, Senior Vice President, Portfolio Manager and Fixed Income Team Lead at Mackenzie Investments, explains how his portfolio is positioned for this environment of gradually increasing interest rates. He also discusses the possibility of rates going back down, and what he plans to do within the portfolio if that occurs. |
The Mackenzie Fixed Income Team manages the Canadian Core Fixed Income component of the Counsel Fixed Income mandate.
Green Light for Continued Growth
|Tom Marsico, Founder, CEO and CIO at Marsico Capital Management describes his growth philosophy for investing in this environment of increasing interest rates and U.S. tax cuts. He also weighs in on the likelihood of an economic downturn in 2018. |
Marsico Capital Management manages the Counsel U.S. Growth mandate.