Here’s What We’re Thinking

ScotiaMcLeod Portfolio Advisory Group

Written by Nitin Manohar
May 12, 2014

Investment Strategy: Geopolitical anxieties combined with extended valuations leave opportunities scarce in near‐term.

Equities: As we expected, equities have overcome the weather‐induced weakness that triggered poor economic and earnings performance in Q1. However, uncompelling valuation combined with seasonal weakness and mounting anxieties about the Ukrainian/Russian standoff have likely capped near‐term upside for equity markets.

Download PDF