John Stephenson, President & CEO, Stephenson & Company Focus: North American Large Caps and Resource Stocks _______________________________________________________________ MARKET OUTLOOK: Uncertainty has once again become the focus of the market with investors weighing the impact of negative interest rates in Europe and Japan and the upcoming Brexit vote. Investors should increase their defensive portfolio positioning by increasing their orientation toward quality dividend paying stocks and...

Erin Gibbs, Equity Chief Investment Officer, S&P Investment Advisory Services S&P Global Focus: U.S. Equities _______________________________________________________________ MARKET OUTLOOK: S&P 500 Earnings and Valuations It seems a combination of expectations of continued low rates across the globes and higher oil prices have pushed U.S. equity markets near all-time highs. They have also surpassed previous high valuation ranges. The S&P 500 hitting a new 3 year high of 17.6X forward...

David Burrows, President and Chief investment strategist, Barometer Capital Management FOCUS: North American Large Caps _______________________________________________________________ MARKET OUTLOOK: We are long term bullish on North American equities though markets will be news-driven in the near term until after the “Brexit” vote. We see equity valuations as attractive relative to little-to-negative yielding sovereign debt and expect equities to be revalued over time. Top Picks: Honeywell...

Christine Poole, CEO & managing director, GlobeInvest Capital Management FOCUS: North American Large Caps _______________________________________________________________ MARKET OUTLOOK: Equity markets have rebounded strongly off the January/February lows earlier this year. The Canadian stock market has led the rally due to the recovery in the crude oil price and a weaker U.S. dollar, providing positive price support to gold and base metal prices. The risk of a Canadian recession has...

Bruce Campbell, President & Portfolio Manager, Campbell, Lee & Ross Focus: Canadian Large Caps _______________________________________________________________ MARKET OUTLOOK: The Month of May built quietly on the gains from March and April. The volatility has also dissipated relative to January and February. There are a number of interesting catalysts that could impact markets through the summer and into the Fall. The catalysts start with a resolution to Brexit later this month followed by...