New ESG funds pay dividends
Yields are lower than those of competitors, but company quality is higher
- By: Rudy Luukko
- April 11, 2023 April 6, 2023
- 00:08
Latest news in Focus on Products
Putting a value on nature
Assets such as rivers, forests and grasslands provide important services that have a positive economic impact
- By: Michael McKiernan
- April 11, 2023 April 6, 2023
- 00:05
Sustainable funds fell back to earth in 2022
ESG asset levels rose markedly since 2020, but growth was flattened by last year’s tough economy
- By: Melissa Shin
- April 11, 2023 April 11, 2023
- 00:04
Feeding portfolios with agriculture products
Breaking down the options in a largely untapped sector
- By: Rudy Luukko
- March 13, 2023 March 10, 2023
- 00:04
Selecting securities for capital appreciation after an inheritance
How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus
- By: Dwarka Lakhan
- March 13, 2023 March 10, 2023
- 00:03
Catching the rebound with bond funds
Expected returns may be lower than for GICs, but funds have the advantage of liquidity
- By: Rudy Luukko
- February 13, 2023 February 10, 2023
- 00:03
ETFs buck the downtrend of 2022
Important numbers from the year in ETFs
- By: Guillaume Poulin-Goyer
- December 12, 2022 December 16, 2022
- 00:14
Building recession-ready portfolios for wealthy clients
PMs explain their strategies
- By: Dwarka Lakhan
- December 12, 2022 December 12, 2022
- 00:13
Split U.S. Congress may make for calmer markets
Big spending packages or tax cuts are probably off the table for the next two years, providing greater certainty
- By: Rudy Luukko
- December 12, 2022 December 12, 2022
- 00:12
PMs prescribe a healthy dose of alts for investing inheritances
How to invest
- By: Dwarka Lakhan
- November 21, 2022 November 21, 2022
- 00:10
Hedged or unhedged? An important question for investors
Funds that employ currency hedging have lagged this year
- By: Rudy Luukko
- November 21, 2022 November 21, 2022
- 00:09
PMs build portfolios for a $10M inheritance
How to Invest
- By: Dwarka Lakhan
- October 31, 2022 October 31, 2022
- 00:11
Investing in booms without the bust?
CI Auspice ETF targets commodities minus the price swings
- By: Rudy Luukko
- October 31, 2022 October 28, 2022
- 00:03
Strange times create opening for short-term products with high yield
Interest rate hikes have made conservative fixed-income funds more rewarding
- By: Rudy Luukko
- October 11, 2022 October 5, 2022
- 00:17
GICs become viable income options for investing windfalls
How to Invest
- By: Dwarka Lakhan
- October 11, 2022 October 5, 2022
- 00:06
Wealthy clients can benefit from blue-chip stocks and five-year GICs
How to invest: Two portfolio managers offer their picks for investing windfalls
- By: Dwarka Lakhan
- August 29, 2022 September 9, 2022
- 00:08
ETFs vs. ETF mutual funds: Which to choose?
Evaluating the two options requires understanding your client’s needs, particularly concerning liquidity
- By: Rudy Luukko
- August 29, 2022 August 29, 2022
- 00:01
Hedging inflation with stock picks and alternatives
How to invest: Two portfolio managers offer ways to hedge against inflation
- By: Dwarka Lakhan
- June 13, 2022 June 10, 2022
- 00:04
Fixed-income diversification helpful in rising-rate environment
Two advisors share how they would set up a portfolio for a $10 million windfall
- By: Dwarka Lakhan
- May 16, 2022 March 9, 2023
- 00:06
A lower-fee format for target-date funds
Toronto-based startup enters the market with target-date ETFs but faces large, established competitors
- By: Rudy Luukko
- May 16, 2022 May 13, 2022
- 00:04
Investing on a flat yield curve
Financial advisors will need to be more deliberate about choosing fixed-income products amid challenging conditions
- By: Rudy Luukko
- April 19, 2022 April 26, 2022
- 00:14
Global diversification a priority for balanced growth investing
Two advisors share their portfolio picks for global diversification
- By: Dwarka Lakhan
- April 19, 2022 April 18, 2022
- 00:12
Broad-based ETFs or careful stock picks can work for large windfalls
Two advisors share their stock picks for large windfalls
- By: Dwarka Lakhan
- March 21, 2022 March 20, 2022
- 00:09
Combining public and private, and active and passive, can expand opportunities
Two portfolio managers discuss how to invest windfalls for wealthy clients
- By: Dwarka Lakhan
- February 22, 2022 February 18, 2022
- 00:03
2021 took the shine off gold
It was a rough year for the “most uncorrelated asset class”
- By: Rudy Luukko
- February 22, 2022 March 2, 2022
- 00:02