Globe Advisor

Watchlist Portfolio

Why this $2.5-billion fund manager is buying Meta Platforms and Salesforce but selling IBM

globe advisor weekly newsletter

How this advisor is creating exotic retreats so clients get more from a vacation

opinion

Sustainable investors don’t need ‘green bleaching’

What to consider when assets in joint accounts are meant for multiple beneficiaries

Suddenly Single: How women are transitioning through death and divorce

News

How this advisor is creating exotic retreats so clients get more from a vacation

What to consider when assets in joint accounts are meant for multiple beneficiaries

Suddenly Single: How women are transitioning through death and divorceVideo29:06

Eight predictions of what could be introduced in the federal budget

How to talk to parents about their estate plan

Kate Marples

Why there’s ‘huge potential’ for upside in preferred shares as spreads tighten

Stocks

Commodity markets likely to escape banking crisis fallout, traders say

A bear market and banking crisis: What money managers say could happen next

What to watch out for when companies offer dividend reinvestment plans

Why this money manager is betting on global food and entertainment giants

Silicon Valley Bank profit squeeze in tech downturn attracts short sellers

How this portfolio manager is preparing for a ‘decade’ of value outperforming growth stocks

ETFS

Asset managers warn too much choice is confusing retail investors

Why agriculture commodities are a good long-term bet

How this money manager of women-led active ETFs is playing an economic ‘soft landing’

Expiry of Vanguard ETF patent could spark run of copycats

Why Canadian spin on single-stock ETFs offers more risk-adjusted approach for investors

How Canada’s immigration goal will drive growth of residential REITs

Mutual Funds

Why this $2.5-billion fund manager is buying Meta Platforms and Salesforce but selling IBM

Sustainable investors don’t need ‘green bleaching’

Alice Ross

How three portfolio managers are investing in emerging markets this year

Rare whisky: Better than liquid gold for investors

How to play the music royalty boom as streaming services fuel growth

Skeptical investors worry whether advances in AI will make money

Your Practice

ChatGPT is fun, but is it useful for financial planning?

How to establish an effective strategy to buy a book of business

Jeff Gans

What to consider before moving somewhere cheaper to retire

Why every advisor and practice needs an emergency plan

Why advisors are going into workplaces to educate employees on financial matters

How advisors can bust their clients’ money myths

Top Advisors

Why this portfolio manager’s defensive strategy includes adding positions to a chipmaker and drug giant

How advisors can create more meaningful relationships with female clients

Alexandra Horwood

Globe Advisor

News

How this advisor is creating exotic retreats so clients get more from a vacation

What to consider when assets in joint accounts are meant for multiple beneficiaries

Suddenly Single: How women are transitioning through death and divorceVideo29:06

Eight predictions of what could be introduced in the federal budget

How to talk to parents about their estate plan

Why there’s ‘huge potential’ for upside in preferred shares as spreads tighten

Stocks

Commodity markets likely to escape banking crisis fallout, traders say

A bear market and banking crisis: What money managers say could happen next

What to watch out for when companies offer dividend reinvestment plans

Why this money manager is betting on global food and entertainment giants

Silicon Valley Bank profit squeeze in tech downturn attracts short sellers

How this portfolio manager is preparing for a ‘decade’ of value outperforming growth stocks

ETFS

Asset managers warn too much choice is confusing retail investors

Why agriculture commodities are a good long-term bet

How this money manager of women-led active ETFs is playing an economic ‘soft landing’

Expiry of Vanguard ETF patent could spark run of copycats

Why Canadian spin on single-stock ETFs offers more risk-adjusted approach for investors

How Canada’s immigration goal will drive growth of residential REITs

Mutual Funds

Why this $2.5-billion fund manager is buying Meta Platforms and Salesforce but selling IBM

Sustainable investors don’t need ‘green bleaching’

How three portfolio managers are investing in emerging markets this year

Rare whisky: Better than liquid gold for investors

How to play the music royalty boom as streaming services fuel growth

Skeptical investors worry whether advances in AI will make money

Your Practice

ChatGPT is fun, but is it useful for financial planning?

How to establish an effective strategy to buy a book of business

What to consider before moving somewhere cheaper to retire

Why every advisor and practice needs an emergency plan

Why advisors are going into workplaces to educate employees on financial matters

How advisors can bust their clients’ money myths

Top Advisors

Why this portfolio manager’s defensive strategy includes adding positions to a chipmaker and drug giant

How advisors can create more meaningful relationships with female clients

What top advisors look for in new clients, regardless of account size

Why this money manager is taking profits from private equity to deploy in public markets

Top advisors expect markets to recover in 2023 – Here are their picks

‘Locals can’t compete with out-of-province’ homebuyers as interprovincial migration heats up

More from Globe Investor

The 2022 Lipper Fund Award mutual fund and ETF winners

The 2022 Lipper Fund Award top mutual fund and ETF group winners

Quant funds snap up shares in Warren Buffett’s Berkshire Hathaway

Fund industry heavyweights muscle in on ETF market

2023 Globe and Mail ETF Buyer’s Guide Part Three: U.S. equity ETFs

Dividend aristocrats funds are among 11 new Canadian ETF launches

Why is there $2-billion in a bond fund that lost money over the past five years?

Why agriculture commodities are a good long-term bet

Should I sell my slumping ETF or hang on for the cash flow?

Why parents should try to find the money for an RRSP contribution, even in these expensive times

Six tips to help you file your tax return properly

How Air Miles tanked its customer loyalty franchise, and why members should burn off their points pronto

Globe Advisor’s Best of 2022: Top tax planning strategies

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