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Keyword: Asset allocation

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Wooden blocks with percentage sign and arrow up, financial growth, interest rate increase, inflation concept

Some advisors are looking at GICs, short-term bonds, alternatives and mortgage products for clients

Piggybank and calculatar with asset allocation pie chart

The $12.6 billion held in these ETFs represented only 3.7% of Canadian assets as of January

investment portfolio

In the long run, real stock returns have outpaced inflation around the world

investment portfolio

Portfolio managers share their picks

Panning for gold

Investment pros tackle hypothetical client challenges

hero

Asset-allocation ETFs aren't flashy or headline-grabbing, but they deliver consistent performance

change

Advisors swung sharply toward mutual funds and away from most other products

Piggybank and calculatar with asset allocation pie chart

Consider liquidity and security before shifting portfolios too far in favour of equities

Bonds and equities continued to offset each other during recent market volatility

Business economic graph and chart digital illustration

Private equity allocations expected to increase, a poll found

  • By: IE Staff
  • February 3, 2021 February 3, 2021
  • 12:49