Now that the worst of the financial crisis has blown over, where should you be putting your money? Which sectors are poised to prosper? How about that emerging markets bubble that everyone keeps talking about?
You asked portfolio manager John Stephenson, whose recent book Shell Shocked: How Canadians Can Invest After the Collapse makes the case for investing in Canada. High-technology companies, banking, residential real estate and resources are ground zero for investing success, he says.
Do you agree? If you have a different point of view, we'd like to hear it. Or do you simply want to know more? If you would like to read the discussion, which took place at noon (ET) on Monday, February 8th, click on the Cover It Live box below.
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.