Portfolio construction

Decorative pattern

Economic Indicators

Don’t conclude today’s valuations are the top

Today’s high stock market valuations are an important indicator of expected returns, but advisors should be careful about concluding they’re investing at the top of the market. That point is made in a market note by Richardson GMP’s Graig Basinger, who says valuations are important for estimating future returns. “Given current elevated valuations, return expectations […]

By Staff |May 9, 2017

1 min read

Decorative pattern

Market Insights

When and how to replace a fund in a portfolio

When crafting a client’s portfolio, have a contingency plan: funds can’t always remain with clients over the long term, perhaps for tax or strategy reasons, and sometimes they terminate. Aside from termination, a fund can no longer be suitable when its strategy and risk level changes, or when it merges with another product, says Peter […]

By Katie Keir |April 13, 2017

6 min read

Decorative pattern

Market Insights

Are glide path portfolios better than constant equity portfolios?

Before fees, probably not. After fees, definitely not

By Graham Westmacott |March 24, 2017

8 min read

Decorative pattern

Planning and Advice

Female investors also act as household CFOs, finds survey

Among Canadian women who hold investments, almost all (92%) say they’re either the primary or joint financial decision-makers in their households, finds a poll by CIBC. Further, more than half (54%) say they feel confident about investing. So far, so good. But what if that confidence is erroneously grounded in portfolios that are too conservative? […]

By Staff |March 13, 2017

2 min read