U.S. Equity Roundtable: Part 1

Our panel of value managers looks beyond the lost decade.

Sonita Horvitch 19 September, 2011 | 6:00PM

Editor's note: It's been a dismal decade for investing in U.S. equities, and the bad economic news continues to pile up. Looking beyond the current gloomy investor sentiment, our panel of U.S. and global portfolio managers think the worst is behind us. They're encouraged by U.S. market valuations that are historically modest, and by the widespread availability of attractive dividend yields.

Our panellists:

 Peter Moeschter, executive vice-president, Franklin Templeton Investments. Recently returned to Toronto from a three-year posting for the firm in Edinburgh, Moeschter's responsibilities at Templeton, a traditional value manager, include global mandates for institutional investors.

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Sonita Horvitch

Sonita Horvitch