Portfolio managers

Decorative pattern

Market Insights

Push for proper asset allocation: Hughes

Advisors should look for portfolio managers who are asset allocators in light of today's global economy, says Christine Hughes of OtterWood Capital Management.

By Suzanne Sharma |September 13, 2012

2 min read

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Market Insights

TIGER 21 portfolios long on private equity

TIGER 21’s latest asset allocation report shows the super rich are increasingly choosing alternative investments.

By Staff |August 16, 2012

1 min read

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Economic Indicators

Find returns in unexpected places

Value investing is growing in popularity, and David Taylor knows the ropes. The Toronto-based portfolio manager spent the last 24 years working in the industry and in March launched his own firm, Taylor Asset Management.

June 27, 2012

2 min read

Decorative pattern

Industry

Discuss overspending with retirees

American retirees have less money, but are spending more. If your clients are doing the same, ask them consider the serious consequences of running out of funds.

June 12, 2012

3 min read