Study shows that many active portfolio managers are not using factor exposure to boost returns
Three key criteria for stellar performance
The challenge for advisors with older clients is to position them with the amount of stock exposure that meets both their financial requirements and their risk tolerance
J.P. Morgan Asset Management’s assumptions anticipate a challenging investment environment, characterized by moderate economic growth, generally stable inflation
There is a wide range in performance among the most stable stocks on the S&P/TSX 60 index
You should spend less time picking themes, regions and sectors
This strategy may not be as fruitful as advertised
Implications vary for equity and debt investors
After the stock market gyrations of late 2014, what happened in stock markets this January may be particularly significant
Study shows the benefits of staying focused on the long term