Dynamic Funds, 1832 Asset Management
Strategic diversification remains one of the cornerstones of successful portfolio construction. Whether you're looking to strengthen your portfolio diversification or are searching for growth opportunities, international equities have an essential role to play in any overall investment strategy. International economies are expanding, productivity is increasing, and we're seeing the emergence of a growing global middle class. These trends suggest the case for truly international investing is likely to only get stronger.
May 17, 2021
With more than 25 countries and over 85% of the world’s population, emerging markets have become important drivers of global economic growth, considerably outpacing developed markets since 20001. This growth story isn’t a recent phenomenon, and we understand well that macroeconomic growth does not necessarily mean shareholder value creation.
March 29, 2021
While many Canadian advisors are able to easily build custom portfolios of U.S. and Canadian securities, gaining access to international equities can be a challenge, as their platform can only custody securities listed on a Canadian or U.S. exchange. Consequently, a truly international fund that invests exclusively outside North America could be the missing piece in helping advisors build fully diversified portfolios for their clients.
March 3, 2021
Dynamic Funds' Portfolio Managers, Robert Cohen and Jennifer Stevenson views on gold and oil, and positioning in the current economic climate.
June 24, 2020
The current state of the global bond market is perhaps one of the most challenging environments for fixed-income investors in recent memory. Such low yields make investing for income especially difficult, leaving investors without a historical roadmap to guide their bond investments.
September 13, 2019
When it comes to alternative assets, real estate and infrastructure have long been a staple for pension plans and foundations. Tom Dicker and Frank Latshaw discuss the compelling diversification benefits provided by the two asset classes.
May 13, 2019
The length of the current cycle by itself doesn't mean much; economic cycles and bull markets don't die of old age. However, as the cycle matures, it can become more susceptible to shocks. Given current U.S. equity valuations, it's only prudent to proceed with caution and perhaps to start thinking defensively.
October 19, 2018
Myles Zyblock, Chief Investment Strategist, Dynamic Funds, discusses key thoughts to help advisors implement a successful alternatives strategy for their clients.
October 13, 2018
The stars are finally aligned for investing globally. The long-term opportunities in Asia are incredible. With over half of the global population residing in Asia, the sheer magnitude of Asian consumption is enormous.
May 23, 2018
Marc-André Gaudreau, Vice President and Portfolio Manager, 1832 Investment Management L.P. discusses fixed income strategies advisors can use in the current environment, characterized by Central Banks increasing overnight rates to either slowdown an overheating economy or to fight inflation.
April 13, 2018
Don Simpson and Eric Menke, Portfolio Managers, 1832 Asset Management L.P., make the case for why the current market environment provides an opportunity for investors to take a fresh look at investing in Canada.
April 5, 2018
Mark Brisley, Managing Director and Head of Dynamic Funds explains the various ways in which the development of active ETFs may be of significant benefit to investors.
March 22, 2018