Advisor.ca is live-tweeting the Morningstar Investment Conference Canada. This morning, panelists discussed Canada’s housing market and explained why you should overweight emerging markets.

Here are some of our tweets:

BMO’s Porter: Manufacturing will do well in 2013, with the auto sector performing well. It will benefit from upwards global trends #MIC2013

When questioned about commodity bear market, the panel agrees it will continue to be weighed down by demand distortion for a while #MIC2013

Consider the # of homeowners in China surged to 60% over the past few decades. We’re still recovering from the uptick in demand #MIC2013

Porter says he considers healthy global growth to be 3.5%, and forecasts we’ll reach that benchmark by 2014 #MIC2013

10 years ago, ppl said Canada’s housing bubble would burst. It didn’t happen then and won’t happen now #MIC2013

One of the market’s issues is how easily accessible info is. Ppl react to policy announcements globally and impacts performance #MIC2013

Emerging market risk has trended down, while developed market risk had surged. Many are overweighting EMs #MIC2013

Porter says markets aren’t that volatile compared to the extreme conditions we’ve endured. They’ve been smoother than expected #MIC2013

China’s focused on healthier growth. It’s upgrading infrastructure & increasing company spending #MIC2013 It’s enhancing urbanization

But you need to watch reforms across the globe and monitor how they’re implemented, so you can manage exposure #MIC2013

Emerging markets have good long-term prospects “We favour regions w/t good population growth,” but still room 4 regions to backstep #MIC2013