The Globe and Mail spoke to Catherine Laurin of BMO Nesbitt Burns about her investment style and what she’s been buying and selling
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Inflation remains stubbornly high, and interest rates are expected to rise a bit more in the coming months, which could continue to roil markets. Still, Ms. Laurin says relief may be in sight as pressure on global supply chains ease, which could help lower inflation, and the reopening of China’s massive economy from pandemic restrictions spurs global spending.
Anderson Laurin’s balanced portfolio – which includes roughly 60 per cent equities and 40 per cent fixed income – was down 1.7 per cent in 2022. By comparison, iShares Core Balanced ETF Portfolio, which includes a mix of roughly 60 per cent equities and 40 per cent fixed income, was down about 11 per cent in 2022, according to Morningstar Inc. Anderson Laurin’s portfolio has seen a compound annualized return of 6.5 per cent over the past three years, and a compound annualized return of 8.
Our equity portfolios are currently 60 per cent Canadian holdings and 40 per cent U.S. We were higher in U.S. stocks about a decade ago, when they were trading at lower valuations, and started to take profits as those valuations increased. We’ve found more opportunities in Canada in recent years when valuations were lower. The U.S. names we own are often where we have fewer choices in Canada, such as large pharmaceuticals and technology.
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