Browsing Category

Spotlight

31 posts

The Active ETF Advantage: Discount Bonds

Last year we saw tremendous volatility in fixed-income markets around the world. The resulting drawdowns – not seen in decades – created havoc for investors as fixed income is generally expected to help mitigate portfolio risk. Prior to this, bond markets had the luxury of longstanding tailwinds: rates trended downwards, and the economy consistently gained strength after the Great Recession of 2008, albeit with occasional hiccups along the way.

Full Speed Ahead: The Great Energy Transition

While the environmental and economic threats posed by climate change are immense, the investment opportunities being created in the search for renewable power are equally unprecedented. It’s become evident that the great transition from fossil fuels to renewable energy stands to be one of the most important developments of the new millennium – for both investors and the planet.

The Transformation of Emerging Markets – Why an active approach is essential

There’s an exciting transformation taking place in the Emerging Markets – from Latin America and Asia to Central Europe and beyond. 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.

Actively Managed Options for International Diversification

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.

International Equities: The Missing Piece of the Puzzle

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.

Extraordinary Opportunity: Investing in the Great Energy Transition

While the environmental and economic threats posed by climate change are immense, the investment opportunities being created in the search for renewable power are equally unprecedented. It’s become evident that the great transition from fossil fuels to renewable energy stands to be one of the most important developments of the new millennium – for both investors and the planet.

Diversification: A Key Theme in 2020

Without doubt, 2019 was a stellar year for equities – especially U.S. equities, which have enjoyed one of the longest bull markets in history. With ample support last year from the U.S. Federal Reserve, U.S. markets seemed to hit record highs almost every week.
Subscribe to AdvisorAnalyst.com notifications
Watch. Listen. Read. Raise your average.