Viewpoints about Investment strategies
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The road ahead: Focusing on your investment goals amidst uncertainty (Podcast)
This episode features Frances Donald, Chief Economist, who will provide a market update and Jamie Robertson, Head of Asset Allocation, who will put into context the short-term volatility we are currently experiencing and the impact it has on investors’ long-term savings’ goals.
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What is goals-based investing and how does it work?
Goals-based investing differs from traditional asset allocation by linking separate investment portfolios to specific goals.
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Preparing for 2020: year-end tax planning and economic outlook (podcast)
Many investors, professionals, and business owners enter 2020 with questions about year-end tax planning and how the financial markets will react to the new year. This episode will explore those questions and more.
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Canadian real estate: can it help smooth volatility in your portfolio? (podcast)
What are the benefits of direct real estate? How can real estate provide diversification and risk reduction in my portfolio? What rates of return can it look to bring? This episode will explore these questions and more.
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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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