Volatility

The Place of ETFs in Portfolio Allocation and Diversification

Asset allocation is the strategy investors follow to divide their money between different assets like stocks, bonds and cash. The underlying principle is that prices of different assets move in different(uncorrelated) ways, leading to the idea that diversification protects against risk, which is defined as volatility. But asset allocation says little about the investor’s objectives.

December 5, 2011

13 min read

Industry

Canadians ride out volatility: poll

Canadian investors appear to be a pretty cool-headed lot, with half saying they have remained calm through the latest market volatility and sticking to their long-term investment plan.

By Staff |November 23, 2011

2 min read

Industry

Market volatility worries sandwich generation

Uncertainty continues to be the only certainty in the financial markets these days, and that volatility is causing concern for Canadians, particularly those in the ‘sandwich generation’—baby boomers who are simultaneously caring for children and aging parents.

By Staff |October 31, 2011

3 min read

Industry

Riding the market rodeo in retirement

Retirees, like many other clients, can be emotional and extremely reactive to market shocks. how can their advisors prepare to handle frequent fluctuations in their mood and needs in such tumultuous times?

By Vikram Barhat |August 22, 2011

3 min read

Managing volatility: Inside one wrap

When volatility spikes, even your best clients are bound to get a little nervous. But that’s why they engaged your services in the first place, not to mention those of the professional money managers you deal with. Over the past decade, managed solutions, or wraps, have proven popular with financial advisors because they allow a […]

By Staff |August 9, 2011

2 min read

Time to diversify beyond Canada’s resources

The past few trading sessions have demonstrated the dangers of being too concentrated in the commodity-heavy TSX. While global growth is expected to continue, demand for metals and energy has a tendency to fall off when there’s a whiff of inflation. The commodity play has been extremely lucrative for Canadian investors for the better part […]

By Staff |April 13, 2011

3 min read

Amid global turmoil, U.S. looks solid

Global investing remains important for Canadians, despite the fact that the world is becoming increasingly unstable. With risks ranging from sovereign debt and political upheaval to natural and nuclear disasters, one of the smartest places to invest might be close at hand. The U.S. economy, despite all its troubles, remains the world’s most flexible and […]

By Staff |April 12, 2011

3 min read

Volatile times call for long-term view

As the world stumbles from one crisis to another, turbulence is fast becoming the new normal in financial markets. From the great recession of 2008 and the European sovereign debt crisis to the geo-political turmoil in North Africa and the Middle East, the world has experienced tremendous upheaval. And while investors waited for a respite, […]

2 min read