The fact that accommodative monetary policies of central banks haven’t yielded the desired effect of lifting inflation hasn’t gone unnoticed by investors. Bond investors are showing little interest in inflation bonds, making it clear they don’t see inflation rising any time soon, reports FT.com. On the contrary, experts fear current unemployment, anemic growth and substantial […]
Use goal-based asset allocation to improve the client experience.
Hockey tactics for portfolio construction—examine the neutral zone trap for protecting against a potentially hostile market.
North America’s hospitality industry is growing.
Canadian investors are optimistic about the market and their ability to meet their financial goals, but a majority believes they can achieve their investment goals without holding stocks, according to Franklin Templeton’s 2013 Global Investor Sentiment Survey. The study finds 60% Canadian participants and 65% American investors share a sense of optimism about the markets. […]
Your client wants the highest, most consistent income stream possible.
This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. Beta basics For most investors, beta is the number they want to beat—or buy. It’s provided by an index, but beta is much richer and more complex. In his 1955 doctoral dissertation, Harry Markowitz established the notion that a […]
The primary appeal of ETFs is based on their index characteristics—low costs, broad diversification, tax efficiency, and relative performance predictability. ETFs are similar to traditional index funds in that they both comprise a collection of securities that represent an underlying benchmark.
Saving takes commitment and an ING DIRECT study finds while more than half of Canadians (52%) don’t save regularly each month, the majority (81%) would be willing to give up some things in exchange for a richer savings account. The survey found that when push comes to shove, many Canadians would relinquish what most consider […]
Great advisors have strong book-building strategies and loyalty growth tactics.