David Tulk, institutional portfolio manager, Fidelity Investments Canada ULC, discusses opportunities for growth in the fourth quarter.
Kevin Headland, senior investment, strategist, Manulife Investments, explains why risk-based asset allocation may not lead clients to their goals.
Events may have clients questioning their strategy
Times have changed and investors now have to accept that market risk is critical when assessing specific asset classes
Fidelity global survey finds that most institutional investors will increase their allocations to illiquid alternatives, domestic fixed-income and cash
Advisors suggest clients' portfolios should hold two to three years' worth of withdrawals in liquid or guaranteed investments. Opinions vary on the percentage of the portfolio that should be in cash
Reports of the death of this traditional asset mix are far off the mark
Financial planners need to be aware of and emphasize the use of a variety of investment products to help clients diversify their investments and meet their goals
Canadian holdings of foreign securities have almost tripled since the end of 2008
Tool incorporates relative portfolio size into calculations