News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Markets were up during the first quarter of 2012, but unabated volatility continues to leave investors wondering whether it’s time to buy or sell.
By Vikram Barhat |June 14, 2012
3 min read
Advisors are stressed, clients are anxious, and the market continues to yo-yo. But Martin Cobb, lead manager of the Templeton Global Smaller Companies Fund, isn’t worried.
June 2, 2012
2 min read
Industry
Historically, equities have offered superior long-term returns over assets such as bonds and cash—the well-known equity risk premium. The problem for many investors is that equity returns have become exceedingly volatile.
By Brooke Smith |March 7, 2012
4 min read
Market Insights
While there won’t be much of a pick-up in U.S. growth in the near future, the American economy is not falling apart. There's no better time to bet back into equities, says Paul Quinsee, CIO at JP Morgan Asset Management.
February 1, 2012
Sun Life Global Investments (Canada) Inc today introduced the Sun Life Granite Managed Portfolios, a series of asset allocation portfolios available through advisors for mutual fund investors where the fund allocation mix is managed and adjusted to react to market conditions – helping investors manage risk and providing potential for better returns. “With the volatile […]
By Staff |January 17, 2012
1 min read
Uncertainty isn’t always bad for investors. Experts weigh in on when to wet your feet in rough waters
By Kanupriya Vashisht |January 1, 2012
7 min read
On August 8, 2011, the VIX index, often referred to as the fear index, rose to 48%. It was the highest point reached in 2011. Since 1990 when VIX data started it has only spiked through the 40% threshold three percent of the time.
By Rayann Huang |December 22, 2011
Planning and Advice
Asset allocation is the strategy investors follow to divide their money between different assets like stocks, bonds and cash. The underlying principle is that prices of different assets move in different(uncorrelated) ways, leading to the idea that diversification protects against risk, which is defined as volatility. But asset allocation says little about the investor’s objectives.
December 5, 2011
13 min read
Canadian investors appear to be a pretty cool-headed lot, with half saying they have remained calm through the latest market volatility and sticking to their long-term investment plan.
By Staff |November 23, 2011
Uncertainty continues to be the only certainty in the financial markets these days, and that volatility is causing concern for Canadians, particularly those in the ‘sandwich generation’—baby boomers who are simultaneously caring for children and aging parents.
By Staff |October 31, 2011
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