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Keyword: Portfolio managers

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Young lady running on a rural road during sunset

The use of passive index ETFs doesn’t necessarily mean passivity in how they’re deployed

  • By: Rudy Luukko
  • September 7, 2022 September 7, 2022
  • 13:00
Two people harvesting money from a tree

How to invest: Two portfolio managers offer their picks for investing windfalls

"A stack of pennies on a financial newspaper with stock quotes. Shallow DOF, gold-toned."

Firm violated securities rules by breaching concentration limits, misleading investors

stock market

Long-term conviction is often required if these strategies are to pay off over time

responsible investments fossil fuels oil and gas energy sector

A panel at the Morningstar Investment Conference discussed Russia and China from a clean energy perspective

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

Laptop on wooden table showing charts and graph Analysis Business Accounting Statistics Concept

Alternatives, covered calls and broad diversification can all boost returns as bonds and stocks become more correlated

Businessman balancing bear bull financial managing stock market illustration

Fund houses must respond to rise of retail investors, redefined returns

  • By: IE Staff
  • March 10, 2022 March 10, 2022
  • 13:34
A gavel rests on its sounding block with a several law books and a justice scale out of fucus in the background. A cool blue cast dominates the scene. (A gavel rests on its sounding block with a several law books and a justice scale out of fucus in t

Regulatory settlement includes prohibitions and monetary sanctions


How to prepare for the biggest potential risks to your client’s portfolios