Time to Go Global

In spite of the Delta variant, the economic recovery should continue worldwide, and that means giving one’s portfolio a greater global perspective.

Yan Barcelo 15 September, 2021 | 1:47AM
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Globe

Last month, we talked about why it makes sense for investors to include global bonds in their portfolios. Now, it’s time to discuss equities.

North American markets might be more wary, and growth stocks - that were so popular during the pandemic -, might have made a recent comeback in view of variant jitters, “but we still see the U.S. economy normalizing and reopening this year,” affirms David Sekera, chief market strategist at Morningstar. “There might be some limited instances of masking and social distancing, he continues, but we don’t see any lockdown on the scale of what we saw last year.”

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About Author

Yan Barcelo  is a veteran financial and economic journalist with more than 30 years of experience, writing for many publications in Toronto and in Montreal, including CPA MagazineLes Affaires and Commerce.

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