Section
Spotlight
158 posts
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.
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Rethinking the Retirement Investment Income Spectrum
For over a decade now, financial advisors have been challenged to provide sustainable retirement income for investors, as interest rates have declined and now hover near historic lows. For investors in the pre-retirement or retirement stage of life, income has always been the focal point. However, in today’s low-yield world,...
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.
Precious Commodities: Assessing Gold and Oil in the Pandemic Age
Dynamic Funds' Portfolio Managers, Robert Cohen and Jennifer Stevenson views on gold and oil, and positioning in the current economic climate.
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.
Real Estate & Infrastructure: Compelling Alternatives for Superior Diversification
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.
Alternative Assets: The Case for a Defensive Stance
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.
Alternative Investments: An Atypically Conventional Portfolio Tool
Myles Zyblock, Chief Investment Strategist, Dynamic Funds, discusses key thoughts to help advisors implement a successful alternatives strategy for their clients.
Asia & Europe: The New Path of Least Resistance
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.
Late cycle investing in the credit market
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.
Why to invest in Canada now?
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.
The win-win potential of active ETFs
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.
Rising rates call for an active bond portfolio
A global "core-plus" approach may be the answer
What to look for when investing in Real Estate Investment Trusts
Tom Dicker, portfolio manager of a number of real estate portfolios, is often asked questions about individual REITs (Real Estate Investment Trust). The questions skew heavily towards REITs with high distribution yields – Tom Dicker shares his informed point of view on this aspect.
Embedded commissions: Where do we go from here?
I believe the industry is at an 'inflection point'. I sat down with Greg Pollock, President and CEO, Advocis to discuss the future of embedded compensation.
