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Keyword: Asset allocation

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Look to Europe and emerging markets for Q4 growth

David Tulk, institutional portfolio manager, Fidelity Investments Canada ULC, discusses opportunities for growth in the fourth quarter.

  • By: David Tulk
  • September 20, 2017 January 16, 2018
  • 14:30
CIPFs 2017: Design asset allocation to achieve clients’ goals

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

Manulife Investments makes changes to mutual fund suite

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

CI makes portfolio management changes

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