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Watchlist Portfolio

How portfolio managers are gearing up for a bounceback in bonds

Inflation, retail earnings to show how consumers are faring in this week’s Advisor Lookahead

Why this fixed-income portfolio manager is bullish on corporate bonds right now

globe advisor weekly newsletter

Will resilient markets and economy continue to exceed expectations?

How the financial independence, retire early movement has evolved amid rising costs and volatile markets

News

Inflation, retail earnings to show how consumers are faring in this week’s Advisor LookaheadVideo2:20

Will resilient markets and economy continue to exceed expectations?

How the financial independence, retire early movement has evolved amid rising costs and volatile markets

What happens to family trusts when children get divorced?

Jessica Feldman Chittley

How compensation models are evolving as competition for financial professionals heats up

How advisors can attract the next generation with financial education

Stocks

How portfolio managers are gearing up for a bounceback in bonds

Why gold is looking particularly attractive in its traditionally strong season

Brooke Thackray

Why natural gas investments are a good buy amid the energy transition

Summer sizzler – will the stock market rally into mid-July?

Brooke Thackray

Rate rises erode investors’ incentive to hold U.S. companies’ shares

Portfolio managers turn to LRCNs for attractive yields despite greater volatility

ETFS

How to invest in the hype around weight loss drugs targeting diabetes and obesity

Weighing the trade-offs between short-term investments with higher interest versus long-term dividend-payers

BlackRock fires opening salvo in U.S. buffered ETF price war

Why there’s investment opportunity in microprocessors found in everyday products

Expanding array of services for pets offers investors chance to get in on sector’s growth

ETF share of U.S. market turnover jumps to a record 31 per cent

Mutual Funds

Why this fixed-income portfolio manager is bullish on corporate bonds right now

Why this money manager has reduced his energy holdings in favour of more tech and consumer stocks

Why this portfolio manager sees even more growth ahead for tech stocks

Why this money manager isn’t waiting for a possible recession to buy more stocks

Headwinds for commercial real estate could have a dire impact on pension plan holders

Here are 12 stocks money managers think you should own for the long term

Your Practice

Why asking uncomfortable questions is a ‘professional responsibility’ for advisors

Why supporting clients with digital literacy is needed when changing technology platforms

Encouraging trends in the investment industry’s longstanding gender imbalance

Breaking down what it costs for advisors to deliver results

How to avoid becoming a victim of financial scams

How to clear the fog around financial planning for dementia

Damon Murchison

Top Advisors

Alternative investments can add value to portfolios but top advisors say it pays to do your homework

How to prepare for transitioning the family business

Alexandra Horwood

How top women advisors manage being successful while raising children

Clearing up biggest misconception about philanthropy can encourage more Canadians to give back

Alexandra Horwood

How career autonomy and mentorship drove Canada’s top woman advisor to excel

How young top women advisors take a multigenerational approach to connect with clients

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10 investment funds similar to Canada’s largest ETF

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Rumours of the death of the 60-40 portfolio were greatly exaggerated

Five mistakes self-employed people make when filing their taxes

What to consider when filing taxes yourself versus getting the help of a professional

Four tips for filing your taxes at the last minute

Five types of people who should consider hiring an accountant for taxes

The complete guide to saving money on your taxes in 2023

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