Rosenberg Research: Go overweight in these sectors for better returns
Article content
By Bhawana Chhabra
The Canadian stock market has been woefully underperforming its U.S. counterpart, but the reason has more to do with sector concentration — Canada is filled with banks and resource-related stocks while the United States is replete with technology and health care — than any commentary about how Corporate Canada is really doing.
Article content
If the TSX/S&P composite index enjoyed the same growth orientation in terms of sector shares as is the case with the U.S., the performance gap would be far less dramatic. For investors in the…
