The Globe and Mail reports in its Tuesday edition that it is not home bias that has money manager Stephen Takacsy bullish on Canadian stocks and bonds, but rather a hunt for value and an optimistic view of the country's longer-term economic growth. The Globe's Brenda Bouw quotes Mr. Takacsy, chief executive officer and chief investment officer at Montreal-based Lester Asset Management, saying: "Canada has been underinvested in and overlooked. Low inflation, lower interest rates and a low Canadian dollar are all very positive for stocks and bonds." U.S. and global indexes have been driven higher by technology and artificial-intelligence-related stocks while other sectors have lagged. "In Canada, gold stocks, financials, energy and Shopify have largely driven the TSX, so there's plenty of good value in other areas of the market, which are also trading at a large discount to U.S. peers," he says. And while the threat of U.S. tariffs is a concern, Mr. Takacsy says the fervent "Buy Canada" movement and a potential easing of interprovincial trade barriers could benefit several areas of the economy. In fixed income, he notes there are still securities yielding well above inflation, which has dropped below 2 per cent.