Q: Further to Brian's question today regarding sector allocations for growth and balanced portfolios, what would be your recommended sector allocations if USA and International equities are included in the portfolios?
5i Research Answer:
We don't think the approach would change a whole lot, with more of a bottom-up focus that is driven by the individual names. Given the structure of the US and international markets though, discretionary, healthcare and industrial might see higher weightings just because they are much 'deeper' spaces outside of Canada.