Actively Combating Portfolio Volatility

Has the relative stability of market returns in recent years lulled clients into a false sense of security about passive investing? According to institutional investors and wholesale portfolio managers (i.e., those who manage portfolios for certain insurance investment platforms, fund-of-fund solutions and third-party asset management platforms), this could be a significant issue facing individuals when…

Preferred Shares Rally into Early April, But Finish the Month Slightly Lower

The Canadian preferred share market initially extended its rally into early April, but prices declined over the balance of the month to finish slightly lower than where they began. In part, the pullback later in the month could have been market fatigue as preferred share prices have risen almost continuously since mid-November. As well, some…

What Macron’s Victory Could Mean for International Equities

By: Josh Pritchard  Voters in France have elected former economic minister Emmanuel Macron of the nascent En Marche! party as president. Macron’s victory is likely to be seen as a rejection of the populist, anti-European Union sentiment that saw Brexit approved in the United Kingdom in 2016. The defeat of National Front candidate Marine Le…

POTUS and Portfolios: The First 100 Days and Beyond

By: David Lafferty April 29 marked President Donald Trump’s 100th day in office. Since FDR, the first hundred days of a presidency have acquired near mythical status as a measuring stick, although it is to some degree a ridiculous standard. To be able to fully grasp any complex job in the first several months –…

Risk Budgeting

This video offers a fresh perspective on the function of risk in evaluating investments and constructing portfolios. From examining the relative long-term stability of risk as compared to that of returns, to establishing a risk budget, to identifying investments that can act as risk reducers or return enhancers, this video provides unique insights with practical…