JFL

Oct. 15, 2014

Investment Outlook Q3 2014

Financial market volatility associated with the withdrawal of liquidity will likely be greater than usual. We believe, however, that this environment still favours equities over bonds. As a firm, we are predisposed to higher equity allocations as their long-term return prospects are more favourable than bonds or cash. While equities have a greater volatility of returns, our philosophy of focusing on quality companies with strong cash flow franchises, along with our long-term investment horizon, alleviates much of the risk concerns.

Investment Outlook - Q3 2014

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