Four TSX Stock Picks for an Expected Economic Recovery from an Index-beating Fund Manager. SPECIAL TO THE GLOBE AND MAIL BRENDA BOUW “It was a long-term bet on Big Tech and a mix of consumer and health care stocks that helped Murray Wealth Group deliver double-digit, benchmark-beating returns last year. ‘We buy companies we believe […]Read
Thoughts on the Market: March Edition
The last 373 days.
From March 23, 2020 through March 31, 2021 the S&P 500 returned 77.6% (before dividends), making it one of the greatest investment periods in history. Hindsight is 20/20 of course, but even with perfect foresight of the severity of the coronavirus and its impact on global economic activity, an investor that sold at the February 2020 high would have missed out on a 17% gain (again before dividends) in the subsequent 13 months. So how can investors navigate markets that are seemingly detached from reality?