Investing

The role ETFs play in clients’ portfolios: survey Fallback Image Decorative pattern

Industry

The role ETFs play in clients’ portfolios: survey

ETFs are playing an increasingly important role in the investment portfolios of Canadians.

By Staff |November 25, 2016

2 min read

Alternatives to 60/40 portfolios Fallback Image Decorative pattern

Market Insights

Alternatives to 60/40 portfolios

The classic split is dated. How should you build and rebalance?

By Katie Keir |November 25, 2016

8 min read

Does passive investing undermine capitalism? Fallback Image Decorative pattern

Market Insights

Does passive investing undermine capitalism?

Passively managed products account for one third of U.S. mutual fund assets today—up from 20% four years ago—reflecting a net US$2 trillion shift to passive and away from active management (Chart 1). But questions about this trend’s sustainability, and warnings about its consequences, have arisen. Take, for instance, the note from brokerage firm Sanford C. […]

By Mark Yamada |November 25, 2016

4 min read

Affluent European investors report DIY confidence Fallback Image Decorative pattern

Industry

Affluent European investors report DIY confidence

Affluent European investors are confident they can construct their own portfolios, reveals research by Cerulli Associates. In Germany, Switzerland and the U.K, at least 60% of survey respondents say they are either “fairly” or “very” confident in their ability to adopt a do-it-yourself (DIY) approach to investing. The one holdout is Spain, where only 26% […]

By Staff |November 21, 2016

2 min read