Viewpoints about Investment strategies
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Focus on diversification: Exploring the use of private assets (podcast)
What are private assets? How do they fit in a pension-style portfolio? How can they offer diversification during these volatile times? This episode will explore the above questions and more.
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Preparing for 2019: year-end tax planning and economic outlook (podcast)
How will the new passive income rules affect me? What tax saving strategies are available for business owners? What does the economic environment look like in 2019? This episode will explore the above questions and more.
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Investing in agriculture: Bonnefield Canadian Farmland Evergreen LP (podcast)
Who is Bonnefield Financial? What are the objectives of Bonnefield Canadian Farmland Evergreen LP? How has it performed and how will it impact client portfolios? This episode will explore the above questions and more.
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Target rate of return and return expectations
This article addresses the target rate of return approach that institutional investors employ and how that target rate of return has been adjusted over the past number of years.
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Investing like the pros
Pensions, endowments, and foundations are examples of institutional investors. There are a couple of significant differences in how institutions invest their assets relative to how retail investors manage theirs.
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