How splits affect client holding
When determining the quality of high-yield bonds, don’t rely solely on their assigned credit ratings.
When interest rates start to rise, investors can buy lower-duration bonds to protect their portfolios.
Ideally, you'll create one to five model portfolios that can be used for all clients.
Demand for green bonds – which fund environmental projects -- grew exponentially in 2014, but slowed slightly in the first quarter of 2015.
The search for yield could benefit from active management, says an expert panel that presented at the 6th annual Exchange Traded Forum.
Three common misconceptions
In a recent article published in Financial Analysts Journal, Charles Ellis makes an excellent case for the death of active management.
A recent paper by the C.D. Howe Institute’s William B.P. Robson and Alexandre Laurin suggests mandatory RRIF withdrawal rates are the main cause of premature portfolio depletion.
Consider low-cost ETFs when you’re helping clients build portfolios.