Learn from one portfolio manager’s successes and mistakes
In the current volatile market, don’t focus on high yield. Instead, analyze a company’s dividend growth.
Q: How do you talk about performance without committing yourself to future results? Reg Jackson portfolio manager, JMRD Wealth Management at National Bank Financial, London, Ont. Our team has three main objectives for all clients: Preservation of capital Providing above-market rates of return Providing rates of return tax efficiently Benchmarks are useful to provide a […]
Are your clients’ portfolios watered down?
These days, there's a major divergence between value and growth stocks.
To understand what’s driving the economy, you need to consider a wide range of data.
Portfolio opportunities for the year ahead
IIROC has released a new bulletin to help explain the concept the risk.
To strengthen portfolios, build a management team that consists of both internal managers and external experts from around the globe.
Combining quality, value, momentum and size with a low-volatility mandate