Investing

Female investors also act as household CFOs, finds survey

Among Canadian women who hold investments, almost all (92%) say they’re either the primary or joint financial decision-makers in their households, finds a poll by CIBC. Further, more than half (54%) say they feel confident about investing. So far, so good. But what if that confidence is erroneously grounded in portfolios that are too conservative? […]

By Staff |March 13, 2017

2 min read

Economic Indicators

The BoC’s unofficial lower-loonie policy

The BoC will hold its benchmark interest rate at 0.5% through the year even as the Fed hikes rates more than once, a CIBC economist predicts. That’s because the BoC is intent on a weaker loonie to support exports, says Benjamin Tal, deputy chief economist of CIBC World Markets. In a speech at the Canadian […]

By Simon Doyle |March 9, 2017

3 min read

Industry

Robo-advisors trying to build trust for likely market correction

With stock markets trading at or near all-time highs, an increasingly likely market correction means newer investors, like millennials, might unwisely pull their investments when the going gets tough. To avoid that scenario, robo-advisors are working at educating clients to remain focused on their plans through market ups and downs. At Wealthsimple, for instance, a […]

By Staff, with files from The Canadian Press |March 6, 2017

3 min read

Market Insights

The winner in passive versus active? It depends on the horizon

When active investing is measured against passive investing, the winner is neither or both. Or, it depends how you look at it. In an attempt to declare a winner, research analysis firm Dalbar looked beyond theory and instead measured the impact investments have on investors’ wallets. The research found that, over a shorter term of […]

By Staff |March 6, 2017

2 min read

How do your clients define ‘long term’?

More clients are identifying their “long term” investing horizon as less than five years, says a new survey by AMG Funds. The poll of affluent U.S. investors by the U.S. retail arm of AMG, a global asset manager, says 86% of U.S. investors claim they have a long-term outlook, but when asked how they define […]

By Staff |March 2, 2017

2 min read