A Balanced Approach to Credit Risk and Duration
Fixed income has been printing outsized returns so far this year, but with the collapse of sovereign yields, longer-term return expectations should be more modest for investors seeking a smooth ride from their bond portfolios. In this video, portfolio manager Jeff Sujitno breaks down the current state of the markets and explains how he’s balancing credit risk and duration. He also walks us through the reasons why some investors are seeing attractive opportunities in negative-yielding bonds, and discusses his overall view of the direction of central bank activity in the U.S. and Canada.
Horizons ETFs Lowers Risk Ratings on 4 ETFs
Toronto-based Horizons ETFs Management slashed the risk ratings on four of its ETFs. The changes are effective immediately and no alterations have been made to the investment objectives or strategies.
Be In It to Win It
Walt Czaicki , SVP and Senior Portfolio Manager for Equities at AB, weighs in on the opportunities and potential challenges in the capital markets.
Global Innovations in Finance and Biotech
Jody Jonsson, equity portfolio manager at Capital Group highlights the themes, sectors and companies that have piqued her interest in today’s changing global marketplace.
Women & Finances: More than Dollars and Cents
What's the number one question that high-level women on Wall Street ask when it comes to their finances? Jane P. Newton of RegentAtlantic offers her perspective on the financial needs of women on Main Street and Wall Street.
Transforming an Advisor Practice from Mutual Funds to ETFs Using Factors
How are SPIVA® data and factor innovations influencing some advisors’ transition to passive? S&P DJI’s Brent Kopp sits down with SGH Wealth Management’s Sam Huszczo for a practical look at going passive.
Munis Stuck in a Pre-2008 World?
AllianceBernstein's Daryl Clements ponders the question: why would you manage a bond portfolio today in a post-2008 world as you did in a pre-2008 world?
Why choose Dynamic Private Investment Pools?
Discover the latest evolution of Dynamic Private Investment Pools, which artfully combines Dynamic’s best-in-class portfolio managers to create cohesive portfolios that deliver strong diversification across a range of pure asset classes.
Hatem Zarrouk of National Bank Investments weighs in on how geopolitical risks impact real estate investment strategy.
Real Estate Diversification
Hatem Zarrouk of National Bank Investments discusses the risks involved in real estate investing and how to mitigate them.
Real Estate Investing
Hatem Zarrouk of National Bank Investments discusses how real estate rose in popularity and how it provides income and risk management.
MASTERCLASS: Real Estate - July 2019
Real assets encompass a range of investment options that offer diverse benefits. Incorporating alternative investments into a portfolio can protect investors against volatility and downside risk. In this Masterclass, 3 experts discuss why real estate has become such an important element of an investor's portfolio. Hatem Zarrouk, Regional Vice President of Sales at National Bank Investments Kim Inglis, Financial Advisor and Associate Portfolio Manager at Raymond James Dennis Mitchell, Chief Executive Officer and Chief Investment Officer at Starlight Capital.