What you missed: Investing tips

By Staff | September 16, 2016 | Last updated on September 16, 2016
2 min read

Over the summer, you likely scaled back and spent some time relaxing.

But don’t worry if you didn’t keep up with the news. Below, you’ll find a collection of the investment tips and insights we shared over the last few months.

Skill, scale, and luck in active management Dean DiSpalatro reported live from CFA Institute’s 69th annual conference. In case you missed Advisor’s live-tweets of the event, we’ve brought them together for you here.

These 3 factors are affecting the oil market Throughout the rest of the year, monitor these North American trends.

How to invest in the age of permanently low interest rates Low interest rates were supposed to be temporary stimulus. Now it looks like they’re here to stay. Here’s how to adjust your strategy—and your expectations

Are Canadian bonds your best choice? While interest rates are low, equities will continue to suffer.

Can dividend stocks replace bonds? Q: I’m wondering if in this low-rate environment, a dividend equity ETF (an ETF in consumer staples that pays dividends) or other similar products can replace some of the bond portfolio in an asset allocation?

Alts critical as stocks lose steam: IMCA Conference Phil Shaffer of Morgan Stanley Wealth Management/Greystone Consulting, gave a presentation on portfolio construction for wealthy families and institutions. He emphasized the importance of incorporating alternative strategies into portfolios. See our live tweets.

Long/short strategies keep correlations down IMCA is held its 2016 Advanced Investment Strategist Institute Conference. The first two presentations were given by Michael Gallmeyer, professor in the University of Virginia’s McIntire School of Commerce. He spoke on macro trends and their impact on portfolios. See our live tweets of his second presentation.

3 investing legends warn of another crash Some of the world’s most successful fund managers are warning of red flags for the world economy. Here’s what they’re buying now.

Underweight real estate? That’s going to change Real estate will be established as a separate sector under the Global Industry Classification Standard, as of August 31, 2016.

REIT analysis tips from equity and bond managers Two portfolio managers who own Toronto-based Dream Office REIT explain why, and give their outlook for the holding.

Advisor.ca staff


The staff of Advisor.ca have been covering news for financial advisors since 1998.