“Quarterly Portfolio Review: January 1st, 2011 – March 31st, 2011” by Ken Wilk, TD Waterhouse Private Investment
As the U.S. economy improves on broad based strength it will improve business opportunities for Canadian exporters. 70% of our exports go to the U.S. The U.S. economy is expected to grow by 3 to 3.5%, however given how severe the recession was this represents a...
“2011 Portfolio Preview” by Ken Wilk, TD Waterhouse Private Investment
The world economic recovery continues to unfold. After the most synchronized global contraction on record, world output turned the corner in mid-2009 and has rebounded strongly since then. There is considerable momentum heading into 2011. However, the overall...
Ken W. Wilk’s Quarterly Investment Review: July 1st 2010 – September 30th 2010
By Ken W. Wilk, Portfolio Manager and Investment Advisor, TD Waterhouse Private Investment Advice Our view remains that we are in a low return, low interest rate environment for the near to intermediate term. The U.S. Federal Reserve Board has made it very clear that...
Ken W. Wilk’s Quarterly Portfolio Review: March 31st 2010 – June 30th 2010
By Ken W. Wilk, Portfolio Manager and Investment Advisor, TD Waterhouse Private Investment Advice* Financial markets continue to express unease about the strength and viability of the economic recovery. The U.S. is moving towards slower growth. In Canada, the...Advertisement
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