Monday, January 19, 2009

New US administration = change in investment climate?

This is Jeff Wareham, ScotiaMcLeod Wealth Advisor, with some thoughts
for investors outgrowing their mutual funds.

The US market is closed today, and enthusiasm reigns supreme for
tomorrow's inauguration of President Elect Obama. The incredibly
negative investment climate may benefit from the public worship for
the new president. Whether or not the psychological benefit of a new
administration changes market sentiment, there will be very real,
investable opportunities which emerge from the direction that
President Elect Obama has indicated he will follow. How should you
restructure your portfolio for a world with a rapidly expanding US
government balance sheet? How do you invest to benefit from the
apparent focus on infrastructure spending? I believe there will be
outstanding opportunities for patient investors, but you will have to
be careful to avoid the hype that follows any market trend.

Do you want to discuss your alternatives?
Have you outgrown your mutual funds?


For a review your portfolio, or a complimentary copy of my CD, visit,
www.beyondfunds.ca or call me, Jeff Wareham, at 519 660 3260.
This program is for information purposes only. Fees, management fees,
and commissions may be associated with mutual fund investing.
Investors should consult their prospectus before investing. Views
expressed are those of the author, not Scotia Capital. ScotiaMcLeod is
a division of Scotia Capital Inc, member CIPF

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