Emerging trends provide insight on potential demand, portfolio manager says.
Real estate, infrastructure offer predictable revenues relative to traditional cyclical businesses.
A CIBC analyst is bearish for several reasons.
Government bonds are more attractive than at the start of the year.
Valuations are looking more attractive for those who can handle the risk.
Higher input costs are shrinking margins.
The strength of the U.S. economy provides some optimism, PM says.
Fixed income investors may need to look to non-traditional sectors.
Investors should be thinking more defensively, CIO says.
Currencies with correlations to commodities look attractive.