Should investors chisel their portfolios onto granite and wait them out for the long haul, regardless of what happens in the markets on a monthly, quarterly or yearly basis? Or should money managers take a more flexible approach to the way they slice up their clients’ asset class percentages? Two top portfolio managers answer this question by explaining the difference between strategic and tactical asset allocation, and how and when to employ the latter.
Your client's finally bought his dream home. Next stop: the art market.
As equity markets continue to swing wildly in the third quarter, Canadian investment managers looked for safety closer to home, according to the latest Russell Investment Manager Outlook.
No surprise: clients aren’t feeling bullish. From May 2002 to May 2011, investors pulled $29 billion from Canadian equity funds, according to Investor Economics.
Real estate can do more than keep the rain off your client. It can form a solid foundation in an income portfolio, shelter your client from inflation, and smooth volatility.
Introducing a new asset class to the mix takes some finesse to avoid overwhelming investors with too many products. It also requires some “know how” to find the right investment.
The first Canadian baby boomers have hit official retirement age; soon their ranks will swell. Many advisors built their practices around accumulating wealth for these clients. Now comes the tricky part: planning for the actual retirement phase.
For investors, finding an investment that keeps up with inflation is serious business: the cost of living just keeps rising. An investment that captures the rate of inflation in its return is a necessity.
To paint both the residential and commercial real estate sectors with the same brush would cause advisors to overlook the unique benefits offered by commercial real estate investments.
The debt crisis in the Eurozone periphery and the political debate over the debt ceiling in the U.S. are a “hangover from a rip-roaring, pre-crisis party” in much of the developed world. In a reversal of fortunes, many troubles of the developing economies are now the plights of the developed world, according to Philip Poole, […]