Buying Opportunities Starting to Emerge

Here's What We're Thinking

Written by Alison Plaxin
June 30, 2015

Investment Strategy: Volatility likely to continue, but buying opportunities starting to emerge

Equities: We have been anticipating elevated market volatility, whether it’s coming from Greece’s debt crisis (see below), the Fed’s interest rate intentions, or uneven economic data. Troubling as the headlines may appear, we think the risk of contagion is lower than previous debt crises and we see market weakness as an opportunity rather than a reason to panic. Earlier this year we moved to a neutral stance on both Canadian and U.S. equities and have been recommending higher than normal cash balances as a strategy to ride out the current bout of volatility.

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