Today’s high stock market valuations are an important indicator of expected returns, but advisors should be careful about concluding they’re investing at the top of the market. That point is made in a market note by Richardson GMP’s Graig Basinger, who says valuations are important for estimating future returns. “Given current elevated valuations, return expectations […]
When crafting a client’s portfolio, have a contingency plan: funds can’t always remain with clients over the long term, perhaps for tax or strategy reasons, and sometimes they terminate. Aside from termination, a fund can no longer be suitable when its strategy and risk level changes, or when it merges with another product, says Peter […]
Before fees, probably not. After fees, definitely not
Among Canadian women who hold investments, almost all (92%) say they’re either the primary or joint financial decision-makers in their households, finds a poll by CIBC. Further, more than half (54%) say they feel confident about investing. So far, so good. But what if that confidence is erroneously grounded in portfolios that are too conservative? […]
Canadian institutional investors hold an average of 16% of total assets under management in ETFs, finds a survey by Greenwich Associates, sponsored by BlackRock. And more than a quarter of survey respondents plan to increase their ETF holdings in the next 12 months. Helping to drive this adoption is the increasing use of ETFs to […]
When active investing is measured against passive investing, the winner is neither or both. Or, it depends how you look at it. In an attempt to declare a winner, research analysis firm Dalbar looked beyond theory and instead measured the impact investments have on investors’ wallets. The research found that, over a shorter term of […]
More clients are identifying their “long term” investing horizon as less than five years, says a new survey by AMG Funds. The poll of affluent U.S. investors by the U.S. retail arm of AMG, a global asset manager, says 86% of U.S. investors claim they have a long-term outlook, but when asked how they define […]
PMs strategize to break up and make up with investments
What can be diversified away, and what can’t
The abundance of investment advice online has been a steady force behind client migration toward self-directed investing. Now an Australian financial data startup, Simply Wall St, is taking a run at the Canadian market, hoping investors will pay annual subscription fees for access to market data, infographics and equities analysis. Simply Wall St launched in […]