Portfolio

Market Insights

Critiquing a case for active management

Agree or disagree?

By Staff |January 9, 2017

2 min read

Market Insights

Protect portfolios from bad corporate bonds

With debt at record levels, find out what to look for in financial statements and how to spot red flags

By Simon Doyle |December 9, 2016

8 min read

Industry

The role ETFs play in clients’ portfolios: survey

ETFs are playing an increasingly important role in the investment portfolios of Canadians.

By Staff |November 25, 2016

2 min read

Market Insights

Alternatives to 60/40 portfolios

The classic split is dated. How should you build and rebalance?

By Katie Keir |November 25, 2016

8 min read

Industry

Fidelity launches managed risk portfolios

Fidelity Investments Canada has opened two portfolios aimed at helping investors lessen the portfolio impact of market volatility.

By Staff |November 16, 2016

1 min read

Industry

Were they right? Contrary call for emerging markets pans out

An economist shows how forecasting works by revisiting one his predictions for 2016.

By Katie Keir |November 7, 2016

4 min read

Industry

Clients interested in alts? Here’s how to use them

There are many reasons advisors don't use alts, but here are some tips on why they can be useful.

By Staff |October 19, 2016

1 min read

Industry

Harvard newspaper calls out endowment performance

Harvard University’s college newspaper, the Harvard Crimson, has taken the university’s endowment managers to task for a -2% annual return and a US$2-billion paper loss. Harvard Management Company, which manages the US$35.7-billion endowment, reported the decline this month in its 2016 annual report. Now, the managers are taking heat from students. Read: Seeking lower risk? […]

By Staff |September 29, 2016

2 min read

Economic Indicators