TopPicks from Rob Lauzon, chief investment officer, Middlefield Capital Corporation
FOCUS: North American dividend equities Despite a more benign interest rate environment, the risk of tightening credit conditions has not gone away. While we do not expect a credit crunch like the great financial crisis, it is expected that lending standards at banks have become more stringent in recent weeks. One issue that is getting a lot of attention is the amount of commercial real estate debt outstanding.
Notwithstanding the growing risk of a recession, there are several earnings tailwinds that will help protect corporate margins if the economy softens. The U.S. Dollar Index fell by 2.7 per cent in March and is down more than 10 per cent from its highs last year, a meaningful tailwind for U.S. companies with multinational operations. Supply chains and inventories are normalizing, resulting in a much more predictable global trading environment.
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