Asset allocation – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Wed, 13 Sep 2023 13:24:11 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Asset allocation – Advisor's Edge https://phoenix.advisor.ca 32 32 Product news: Hamilton introduces first covered-call bond ETF https://phoenix.advisor.ca/news/etfs/product-news-hamilton-introduces-first-covered-call-bond-etf/ Wed, 13 Sep 2023 13:24:11 +0000 https://www.advisor.ca/?p=230619 Plus, RBC iShares launches five thematic funds

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]]> Further tightening, depleted savings could undo resilient economy https://phoenix.advisor.ca/news/economic/further-tightening-depleted-savings-could-undue-resilient-economy/ Mon, 17 Jul 2023 20:00:03 +0000 https://www.advisor.ca/?p=228638 CIBC’s chief investment officer recommends defensive positions

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]]> Why home bias is nothing to celebrate https://phoenix.advisor.ca/investments/market-insights/why-home-bias-is-nothing-to-celebrate/ Wed, 28 Jun 2023 17:17:52 +0000 https://www.advisor.ca/?p=227712 A report from Vanguard makes the case for less patriotic portfolios

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]]> BMO releases all-in-one private markets fund in push to simplify access https://phoenix.advisor.ca/investments/alternative-investments/bmo-releases-all-in-one-private-markets-fund-in-push-to-simplify-access/ Fri, 23 Jun 2023 14:09:59 +0000 https://www.advisor.ca/?p=227062 New fund for accredited investors provides access to four private asset classes

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]]> Navigating uncertain markets with a defensive approach https://phoenix.advisor.ca/investments/market-insights/navigating-uncertain-markets-with-a-defensive-approach/ Mon, 05 Jun 2023 20:00:47 +0000 https://www.advisor.ca/?p=226282 Markets may be underestimating risks to the global economy

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]]> Cash ETFs lead monthly gains again, drawing $4.8 billion this year https://phoenix.advisor.ca/news/etfs/cash-etfs-lead-monthly-gains-again-drawing-4-8-billion-this-year/ Fri, 02 Jun 2023 19:39:18 +0000 https://www.advisor.ca/?p=226293 Fixed-income funds continue to dominate flows

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]]> Product news: More cash ETFs to chase a runaway trend https://phoenix.advisor.ca/news/etfs/product-news-more-cash-etfs-to-chase-a-runaway-trend/ Wed, 31 May 2023 15:11:00 +0000 https://www.advisor.ca/?p=226018 Plus, CI has an asset-allocation suite, and First Trust takes a laddered approach to U.S. equities

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]]> ETF investors seek yield amid uncertainty https://phoenix.advisor.ca/news/etfs/etf-investors-seek-yield-amid-uncertainty/ Mon, 27 Feb 2023 21:30:52 +0000 https://www.advisor.ca/?p=222259 Many of last year's trends are expected to continue

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]]> Nervous investors set their sights on bonds again https://phoenix.advisor.ca/investments/market-insights/nervous-investors-set-their-sights-on-bonds-again/ Mon, 28 Nov 2022 20:53:42 +0000 https://www.advisor.ca/?p=217057 Higher yields, slowing inflation and a looming recession are drawing investors back to fixed income

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]]> Fund investors didn’t head for the exits despite market turmoil, report shows https://phoenix.advisor.ca/investments/market-insights/fund-investors-didnt-head-for-the-exits-despite-market-turmoil-report-shows/ Thu, 28 Jul 2022 14:11:54 +0000 https://www.advisor.ca/?p=212162 Investors withdrew US$136 billion globally from mutual funds and ETFs in the first half of this year

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