Canadian Equities Still Cheap: BlackRock's Reiman

The video discusses the relative valuation of Canadian equities compared to U.S. stocks, noting that Canadian equities are cheaper on a price-to-book basis. It highlights the potential for value if oil prices stabilize and the Canadian economy improves. The speaker advises a selective investment approach, focusing on dividends and dividend growth due to expected modest returns and elevated volatility. Recommended sectors include healthcare, technology, and consumer discretionary, with a suggestion to look overseas for exposure due to underrepresentation in the Canadian market.

How do Canadian equities compare to U.S. stocks in terms of price to book and price to earnings metrics?

What factors could lead to an improvement in the Canadian economy according to the text?

What is the expected trend for returns in the current market according to the text?

What should investors focus on to achieve returns in a market with modest expectations?

What sectors are suggested to look into for potential investment?