Asset allocation

Market Insights

Investor portfolios added risk in 2020: report

An analysis shows that weightings increased in U.S. and growth equities, and in higher-yielding bonds

By Mark Burgess |January 27, 2021

2 min read

Market Insights

How creative should investors get with the 60-40 portfolio?

With low interest rates locked in, some investors are ready to try new strategies

By Mark Burgess |October 29, 2020

3 min read

Your Business

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

By Benjamin Felix |October 15, 2020

15 min read

Market Insights

Portfolio positioning for pandemic uncertainty

Strategic asset allocation can meet the challenges

By Michelle Schriver |October 5, 2020

3 min read

How Canadian investors show discipline

Your clients deserve a pat on the back for good behaviour. That’s because Canadian investors recently exhibited discipline in their risk appetites — despite above-average market returns and below-average volatility, finds Vanguard, using its risk speedometer. Such behaviour is a positive sign, says Todd Schlanger, senior investment strategist for Vanguard Investments Canada Inc., in a […]

By Staff |November 6, 2017

2 min read

Investors Group announces fund changes

Investors Group has proposed product changes, including fund mergers and investment objective and strategy changes, in an effort to streamline its offering. Proposed fund mergers The following proposed mergers are expected to take effect on or about the close of business on June 16, 2017, subject to all necessary approvals: Merging fund Continuing fund Investors […]

By Staff |March 15, 2017

3 min read

Institutional investors expect more changes to asset allocations

This article originally appeared on BenefitsCanada.com. Global institutional investors are expecting to make more asset allocation changes in the next couple of years than they did in 2012 and 2014, according to a new survey by Fidelity Investments. The anticipated shifts include alternative investments, domestic fixed income and cash. Globally, 72% of respondents said they […]

4 min read

Asset allocation

Investor portfolios added risk in 2020: report

How creative should investors get with the 60-40 portfolio?

CE Course: Optimal asset location

Portfolio positioning for pandemic uncertainty

CFA members worry about unethical behaviour in wake of Covid-19

Fund buyers lower long-term return expectations

How Canadian investors show discipline

Investors Group announces fund changes

5 ways your firm can adapt to change

Institutional investors expect more changes to asset allocations