Including a large cash buffer can keep portfolios nimble
Positive advisor sentiment increased for Canadian equities, natural gas, crude
Strong diversification and conservative investment policies kept portfolios performing well
Strong returns have looked especially good compared to dismal fixed income performance
Richardson Wealth and Scotiabank made the case that the reflation trade is not over
Regulators started allowing the notes to qualify as Tier 1 capital for life insurers earlier this year
Consider liquidity and security before shifting portfolios too far in favour of equities
Lorica Investment Counsel is a specialty bond manager focused on the Canadian market
Junk beats investment-grade as fixed-income investors accept equities-like risk
CI Financial has also announced it is acquiring full ownership of Lawrence Park Asset Management