Portfolio – 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 Fri, 30 Jun 2023 15:21:48 +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 Portfolio – Advisor's Edge https://phoenix.advisor.ca 32 32 Why diversification may be key in 2023 https://phoenix.advisor.ca/investments/market-insights/why-diversification-may-be-key-in-2023/ Mon, 01 May 2023 20:30:57 +0000 https://www.advisor.ca/?p=224956 Bond yields can once again provide downside protection in a weaker economy

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]]> Inflation and the 60/40 portfolio https://phoenix.advisor.ca/investments/market-insights/inflation-and-the-60-40-portfolio/ Mon, 07 Nov 2022 15:30:42 +0000 https://www.advisor.ca/?p=215912 Some good news — but mostly bad

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]]> In search of buying opportunities https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/in-search-of-buying-opportunities/ Tue, 11 May 2021 13:30:13 +0000 https://www.advisor.ca/?p=194863 Investing advice that works

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]]> Why most firms are using model portfolios https://phoenix.advisor.ca/news/industry-news/why-most-firms-are-using-model-portfolios-survey/ Fri, 19 Feb 2021 16:53:37 +0000 https://www.advisor.ca/?p=191623 Model portfolios are useful for their consistency and other benefits, a Natixis survey found

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]]> Top tips from portfolio managers in 2020: Part 2 https://phoenix.advisor.ca/news/industry-news/top-tips-from-portfolio-managers-in-2020-part-2/ Mon, 21 Dec 2020 18:29:15 +0000 https://www.advisor.ca/?p=189374 From tax planning to economic forecasts, industry experts provided insights

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]]> Top tips from portfolio managers in 2020: Part 1 https://phoenix.advisor.ca/news/industry-news/top-tips-from-portfolio-managers-in-2020-part-one-draft-for-late-dec/ Mon, 21 Dec 2020 18:28:44 +0000 https://www.advisor.ca/?p=189207 From dealing with Covid-19 to geopolitical upheaval, 2020 has been an interesting year

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]]> Time to think about risk “like never before” https://phoenix.advisor.ca/news/industry-news/time-to-think-about-risk-like-never-before/ Tue, 15 Dec 2020 18:09:01 +0000 https://www.advisor.ca/?p=189353 The pandemic has accelerated ESG, investment and tech trends

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]]> Growth or value? Play both sides https://phoenix.advisor.ca/news/economic/growth-or-value-play-both-sides/ Fri, 04 Sep 2020 20:00:21 +0000 https://www.advisor.ca/?p=184920 Focusing on quality provides a middle ground

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]]> How long until my portfolio recovers from March’s sell-off? https://phoenix.advisor.ca/tax/tax-strategies/how-long-until-my-portfolio-recovers-from-marchs-sell-off/ Fri, 12 Jun 2020 13:00:32 +0000 https://www.advisor.ca/?p=181333 Using historical returns to forecast a recovery

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]]> IG Wealth launches new portfolios https://phoenix.advisor.ca/news/industry-news/ig-wealth-launches-new-portfolios/ Mon, 04 May 2020 14:00:20 +0000 https://www.advisor.ca/?p=177230 The firm also announces management fee reductions and other changes to its mutual fund lineup

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