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bnn market call

John DeGoey is vice-president and portfolio manager at BBSL. His focus is ETFs and personal finance.

Top Picks:

BMO Global Infrastructure Index ETF (ZGI-TSX)

iShares Global Agriculture Index ETF (COW-TSX)

iShares Global Water Index ETF (CWW-TSX)

Past Picks: February 25, 2014

Vanguard FTSE Canada All Cap Index ETF (VCN-TSX)

Then: $28.50; Now: $30.07 +5.51%; Total return: +7.46%

Vanguard U.S. Total Market Index ETF (VUN-TSX)

Then: $29.11; Now: $37.51 +28.86%; Total return: +30.73%

Vanguard FTSE Developed ex North America Index ETF (VDU-TSX)

Then: $29.10; Now: $31.88 +9.55%; Total return: +12.55%

Total return average: +16.91%

Market outlook:

Growth is stalling and there is little indication that it will resume any time soon. There are only a few sectors that are likely to do well in this environment – water, infrastructure and agriculture – all three of which are represented in my recommendations. Equity investments are likely to produce comparatively modest returns over the next few years.