As the International Monetary Fund and The World Bank respectively predict world GDP growth of 2.5% and 2% next year and stock markets around the globe are expected to surge ahead of this growth, mutual fund analysts are beginning to weigh in on which sectors could lead the way out of the recession.

Morningstar Canada Analyst Phillip Lee is bullish on commodities, energy and infrastructure stocks. “Economic activity will drive the demand for energy consumption, and the building out of infrastructure will increase the demand for hard commodities,” Lee told The Globe and Mail.

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