Q: Emerging Markets, Developed Markets, Europe or Bonds. Which represents a buying opportunity now? Which does one need to wait for a pullpack before buying ETF in these areas?

Q: I listened to a CIBC webcast today outlining the fact international equities were cheaper then US and possibly Canadian equities based on P/E ratios and are expected to outperform US and possibly Canadian equities in the near term. Interesting sectors discussed were international infrastructure companies, defense, e-commerce and semi-conductors. Could you provide a few Canadian ETF's that would provide exposure to these themes and list you favourite?
Thanks
Jeff

Q: I believe in international diversification, but I am currently regretting the high weight I have put on US-dollar-denominated holdings in my portfolio. Given Trump's policies to date, his career record of welshing proudly on past debts and the years remaining in his term, I want to lower the weight substantially and invest in more European, British, Japanese, Australian and New Zealand assets instead, assets not denominated in US dollars. What ETFs do you suggest for this purpose?