Portfolio

Market Insights

A short-term approach to long-term returns

Covering Canada’s equity waterfront

By Jessica Bruno |June 20, 2014

6 min read

Market Insights

Manage portfolios to fixed risk levels

Portfolio tips from the martial arts

By Mark Yamada |June 20, 2014

3 min read

Industry

CIBC AM names new sub-advisors

CIBC Asset Management named three new portfolio sub-advisors.

By Staff |May 21, 2014

1 min read

Industry

Prioritize expenses in drawdown calculations

The famous 4% rule won’t work for many clients

By Jim Otar |May 16, 2014

5 min read

Market Insights

Do fees or taxes hit portfolios harder?

Which has a greater impact on portfolios?

By Jason M. Pereira |May 16, 2014

4 min read

Market Insights

An uncommon approach to stock selection

It was 12 years ago when Steve Barban received a referral from an accountant. The prospective clients were uber-wealthy, well-known Canadian icons. They weren’t happy with their current advisor, and wanted to recoup some of the $38 million they’d lost when the tech bubble burst. And they wanted to invest exclusively in stocks.

By Suzanne Yar Khan |May 9, 2014

5 min read

Market Insights

Conservative clients could hedge bonds

Fixed-income investing’s never been more challenging. All traditional bond investors have been able to do, says Philip Mesman, a portfolio manager at Picton Mahoney Asset Management in Toronto, is decrease bond duration and increase cash. “That results in mediocre returns; or, as we saw last year, negative returns.”

By Dean DiSpalatro |May 9, 2014

3 min read