Some portfolio managers say the impact of the commodity downturn is overstated
TDAM employs “collar” strategy in retirement portfolios.
Cash levels are high in some funds because of concerns about high stock valuations and China's economic prospects
Multi-manager U.S. pool’s holdings share some positive attributes
A big factor is the anticipated increase in U.S. interest rates
When interest rates rise, says Roger Mortimer, the tide will turn against expensive growth stocks
Portfolio managers tend to prefer corporate debt over government debt, but returns are razor-thin
Higher rates would signal a strengthing economy, but would also increase the cost of capital - and that's a negative for real estate firms
Global equities markets, stoked by cheap money, have been shaken in recent months
Prices may increase because of recent cuts in production