ROB Insight is a premium commentary product offering rapid analysis of business and economic news, corporate strategy and policy, published throughout the business day. Visit the ROB Insight homepage for analysis available only to subscribers.
At ROB Insight we’ve spent considerable effort assessing whether the primary post-crisis drivers of Canadian equity performance – China and declining interest rates, primarily – are completely exhausted or just tired. But for Canadian investors looking to reduce portfolio risk it doesn’t really matter whether the trends are in their seventh or ninth innings – the time to diversify is now. The U.S. health care sector may be just what the doctor ordered.