Asset allocation – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Wed, 07 Dec 2022 18:58:15 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Asset allocation – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Institutional investors wary yet ‘remarkably optimistic’ in 2023 outlook https://uat-phoenix.investmentexecutive.com/news/research-and-markets/institutional-investors-wary-yet-remarkably-optimistic-in-2023-outlook/ Wed, 07 Dec 2022 05:01:56 +0000 https://www.investmentexecutive.com/?p=457105 Managers are most bullish on bonds and private equity, according to a Natixis survey

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]]> PMs build portfolios for a $10M inheritance https://uat-phoenix.investmentexecutive.com/newspaper_/focus-on-products/pms-build-portfolios-for-a-10m-inheritance/ Mon, 31 Oct 2022 04:11:00 +0000 https://www.investmentexecutive.com/?p=454088 How to Invest

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]]> How advisors are positioning portfolios amid rising rates https://uat-phoenix.investmentexecutive.com/news/research-and-markets/how-advisors-are-positioning-portfolios-amid-rising-rates/ Wed, 11 May 2022 15:09:48 +0000 https://www.investmentexecutive.com/?p=444034 Some advisors are looking at GICs, short-term bonds, alternatives and mortgage products for clients

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]]> Asset-allocation ETFs have room to run https://uat-phoenix.investmentexecutive.com/news/products/asset-allocation-etfs-have-room-to-grow/ Tue, 08 Mar 2022 18:00:15 +0000 https://www.investmentexecutive.com/?p=440404 The $12.6 billion held in these ETFs represented only 3.7% of Canadian assets as of January

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]]> Adjusting portfolios for rising inflation https://uat-phoenix.investmentexecutive.com/news/research-and-markets/adjusting-portfolios-for-rising-inflation/ Mon, 08 Nov 2021 18:10:52 +0000 https://www.investmentexecutive.com/?p=433255 In the long run, real stock returns have outpaced inflation around the world

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]]> Tactical allocations for inheritances and bonuses https://uat-phoenix.investmentexecutive.com/newspaper_/focus-on-products/tactical-allocations-for-inheritances-and-bonuses/ Mon, 01 Nov 2021 00:15:00 +0000 https://www.investmentexecutive.com/?p=432273 Portfolio managers share their picks

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]]> Value strategies for windfalls https://uat-phoenix.investmentexecutive.com/newspaper_/focus-on-products/value-strategies-for-windfalls/ Tue, 12 Oct 2021 04:11:00 +0000 https://www.investmentexecutive.com/?p=430324 Investment pros tackle hypothetical client challenges

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]]> Unsung heroes of Canadian portfolios https://uat-phoenix.investmentexecutive.com/newspaper_/etf-guide-2021/unsung-heroes-of-canadian-portfolios/ Tue, 12 Oct 2021 04:08:00 +0000 https://www.investmentexecutive.com/?p=429096 Asset-allocation ETFs aren't flashy or headline-grabbing, but they deliver consistent performance

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]]> Bank advisors’ AUM remains stable, but asset mix changes dramatically https://uat-phoenix.investmentexecutive.com/newspaper_/report-card-on-banks/bank-advisors-aum-remains-stable-but-asset-mix-changes-dramatically/ Mon, 30 Aug 2021 04:10:00 +0000 https://www.investmentexecutive.com/?p=427151 Advisors swung sharply toward mutual funds and away from most other products

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]]> With bond yields low and rising, what is the price of safety? https://uat-phoenix.investmentexecutive.com/news/research-and-markets/with-bond-yields-low-and-rising-what-is-the-price-of-safety/ Fri, 11 Jun 2021 15:00:16 +0000 https://www.investmentexecutive.com/?p=423470 Consider liquidity and security before shifting portfolios too far in favour of equities

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