Getting your clients off the sidelines
In the recession’s aftermath, many investors are fearful and demoralized
- By: Don Reed
- February 8, 2010 October 30, 2019
- 15:01
In the recession’s aftermath, many investors are fearful and demoralized
Name changes at Dynamic
Document goals in an IPS and diversify investments properly
Some fund managers are positive, but others are hedging their bets by lightening up on equities
BetaPro adds to ETF lineup
Stock markets have recovered some lost ground, but volatility will be the order of the day this year
Research suggests it should represent only a modest portfolio allocation
Conservative investment climate in 2010 will test advisors’ mettle
Fixed-income ETFs are proving popular with investors who have been whipsawed by the plunge in equities markets
Attempt to discourage ETF investing misses the point
Claymore launches bond ETF
It may be, but one small-cap fund manager says the market is now “overshooting the fundamentals”
Stock markets have a way to go before they regain the highs of mid-2008
Criterion Investments goes convertible
Despite the benchmark’s 70% year-to-date rebound, says one fund manager, emerging markets are not overheated
Analysis shows Canadian value stocks make a great foundation
The rally may be running too fast, says one fund manager: “We’ll have a reality check over the next six or seven months”
Advisors should carefully analyze the yields on short-term bond funds
CGF announces portfolio advisor change
A bevy of funds that use hedging strategies to nullify the impact of currency movements have been recently introduced
Clients still have a lot to learn about the registered disability savings plan
International equities have outperformed Canadian and U.S. equities
Manulife offers three new seg funds
“The world is undergoing a tectonic structural evolution,“ says Richard Hirayama. “It’s a shift no human has ever seen”
It’s important to reinforce some tried-and-true investing lessons