Why investors must read between the lines
Over the life of portfolios, focus equally on returns and risk management.
Interest rates have nowhere to go but up, which makes fixed-income investors nervous. A way they can benefit from that rise is through floating-rate debt.
The depressed global economy is weighing on currencies.
Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.
Your boomer clients are retiring, so they’re going to be spending the money in their portfolios. Most clients need to stay invested—and do well—if they’re to meet retirement spending targets. But some can’t handle the risk needed to fund all their lifestyle goals. You’ll be the one who delivers this news. Here are some strategies for making the message click.
Companies trading below their true values can be volatile.
The industry’s tolerance measures are inadequate
Global risks can impact institutional portfolios.
While Canada may not be facing a benefit crisis like many European nations, its rules on retirement should be updated to reflect how most people live and work, says the Canadian Institute of Actuaries.