Quick Takes: Can De-Risking Portfolios Support Returns Too?
For investors looking to earn income and de-risk portfolios, short-term investments may be an attractive opportunity. Portfolio manager Jerome Schneider discusses why an allocation to the asset class should be more than an afterthought.
MASTERCLASS: Liquid Alts
Diversification and the importance of asset allocation have long been fundamental principles of sound financial planning and portfolio construction. Today in our Masterclass, we will explore liquid alternatives and what amendments to national instrument 81-102 means to Canadian advisors and their clients. David Picton, President, CEO and Portfolio Manager with Picton Mahoney Asset Management Brooks Ritchey, Senior Managing Director and Portfolio Manager for Franklin Templeton's, K2 Advisors team Lindsay Holtz, Managing Director, Connor, Clark & Lunn Financial Group
Looking for Just the Right Outcome Through Quantitative and Factor Investing
What is factor investing? Andrew Clee, VP, ETFs of Fidelity Investments talks about the types of outcome looking to achieve in factor investing, how to stand out from all other companies, and ETF Business.
Going Beyond Traditional Asset Classes to Uncover Yield
Where are advisors looking for yield in the current environment? Tyler Mord, President and CIO of Forstrong Global Asset Management discusses where bonds fit in the current yield landscape and where some advisors are finding income when building strategies for retirees.
Diversification: The First Line of Defense for the Future
How can diversification be used to protect portfolios from future risks? Michael Philbrick, President of ReSolve Asset Management explains how using diversification as a risk management tool when building portfolios today can help keep surprises at bay in the future.
Diversifying Across Asset Classes and Geographies
Adding international exposure to portfolios may allow for an uptick in performance while limiting volatility. James Garcelon, Executive Vice President and Portfolio Manager of Shaunessy Investment Counsel sits down to discuss the performance impact of equal weight and how finding comfort outside your home market may lead to greater performance potential.
Global Economic Trends for Investors
Listen to Juan Carlos Artigas, Director of Investment Research for the World Gold Council discuss: The top three things investors should know going into the fall Positive but even economic growth and trade wars Inflation and the possibility of an inverted yield curve Why investors may find gold attractive in a portfolio For additional information, read our Global Economic Trends Outlook here
Apples to Apples Funds to Funds
Making sure investors of all kinds have access to clean, comparable and useful information, Elizabeth Kashner highlights her goals as the director of ETF analytics at FactSet and outlines the success of ETFs as a financial instrument.