Investment management
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Women’s rising influence: Supporting inclusion in financial conversations
It's important to be mindful of gender-based assumptions in our interactions, especially in meetings with heterosexual married clients where the husband might often lead the discussion.
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Five investing mistakes to avoid
Market turbulence may trigger emotional investing, but history shows staying rational might be wiser. Beware of these five behaviours that can risk investment success.
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What investors need to know about today’s market volatility and the VIX
If there’s one thing investors know for sure about financial markets, it’s that they can be volatile. The first step toward dealing with volatility is to understand what it is and how it can affect your portfolio.
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Demystifying ESG
In this episode of our quarterly webinar, we examine how employing ESG principles can create long-term value while helping to realize a sustainable trajectory for the economy.
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Women: investing for retirement
Having enough money to live on throughout retirement can be a difficult objective to achieve, especially for women. It’s crucial for women to understand the different aspects that affect retirement savings to be able to plan for their future.
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What tax advantages do SMAs offer?
Investors in separately managed accounts own the underlying securities within a portfolio, a distinction that helps provide many benefits, including greater potential tax efficiency.
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Encouraging signs
Equity markets were generally stronger over the second quarter, with U.S. technology companies leading the charge.
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What is a separately managed account?
Separately managed accounts (SMAs) are managed by investment professionals and designed for high-net-worth individuals who have specialized or sophisticated needs and seek bespoke investment solutions. We discuss who SMAs are made for and their benefits and disadvantages,
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Canada brings the curtain down on real return bonds
The phasing out of inflation-protected bonds ushers in a new era for inflation hedging in Canada. Now that new issuances of real return bonds are off the table, what tools do investors have in their arsenal to lead the fight against inflation? Learn more.
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Asset allocation update: Foresight November 2022
Our multi-asset solutions team examines how recent developments have shaped expected returns across different asset classes.
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