The next, best investing idea is commodities, according to portfolio manager John Stephenson. Rapid structural changes around the world are "setting the stage for a massive bull market in commodities," he says. "Smart investors know that after a decade of decline, stocks aren't where the big money will be made."
Mr. Stephenson took your questions in a live online discussion. You can replay it by clicking on the live blog box below. BlackBerry and iPhone users can view a mobile-friendly version by clicking here.
Mr. Stephenson is a senior vice president and portfolio manager with First Asset Investment Management Inc., where he is responsible for Canadian equity mandates with a particular focus on energy and resource investing.
He was recently recognized by Brendan Wood International (BWI) as one of Canada's 50 best portfolio managers. He holds a degree in Mechanical Engineering from the University of Waterloo, an MBA with a concentration in finance from INSEAD as well as the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations. He lives in Toronto.
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