Finding a place for 60/40 funds after a terrible year
Strategies aim to outperform traditional buy-and-hold approaches
Doing well last year meant preserving capital and minimizing losses
How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus
Even conservative strategies felt the pain last year
Expected returns may be lower than for GICs, but funds have the advantage of liquidity
A client example illustrates the importance of currency calculations
Two advisors share how they would set up a portfolio for a $10 million windfall
Newsmakers: Manulife’s chief investment strategists emphasize market defence with fixed income
Two portfolio managers discuss how to invest windfalls for wealthy clients