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Healthcare stocks, Mexican bonds attractive - portfolio managers

2014-09-10 22:31:50| Steel - Topix.net

Healthcare stocks, high-quality small-cap companies, and Mexican bonds are among the assets most likely to beat passive indexes in the year ahead, according to portfolio managers who presented at the Legg Mason Investor Day in New York on Wednesday. Scott Glaser, who helps oversee $101 billion in assets as co-chief investment officer at ClearBridge Investments, said the firm is "not finding a lot of sector valuation anomalies," leaving him to look at smaller sub-sectors for opportunities.

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