Globe Advisor - The Globe and Mail

Watchlist Portfolio

Why this money manager is holding more cash than ever in a ‘very unstable’ market

globe advisor weekly newsletter

Why young investors are ripe for financial advice

Why setting up for intergenerational wealth transfers now could secure advisors’ practices

Retirement is ‘the hardest job’ this Alberta senior has ever had

How to use permanent life insurance to create tax efficiency in estate planning, grow a business

News

Why young investors are ripe for financial advice

Retirement is ‘the hardest job’ this Alberta senior has ever had

How to use permanent life insurance to create tax efficiency in estate planning, grow a business

Why sector selection, not location, is key to real estate investingVideo30:17

How family charters can avert conflicts and help navigate the future of assets

Investors look for signs of recession in Canada’s GDP in this week’s Advisor LookaheadVideo2:23

Stocks

Money managers divided on timeline of China’s economic recovery

How mastering the art of scuttlebutt can generate alpha

Why GICs may not be the best choice despite their high rates

Money managers divided on energy’s prospects as demand for oil hits ‘highest point in history’

Six health care stock picks to play defence in times of market volatility

How portfolio managers are gearing up for a bounceback in bonds

ETFS

What price cuts, supply and demand issues and more competition mean for EV investors

How to invest in AI for the long term

Multiple headwinds drive medical technology stocks as elective surgeries bounce back

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

Mutual Funds

Why this money manager is holding more cash than ever in a ‘very unstable’ market

Is increasing risk tolerance in portfolios to make up for recent drops in valuations a good idea?

Why this money manager is buying more shares of Premium Brands and trimming Starbucks

The hotel stock this money manager is betting on for long-term growth

Why this $20-billion money manager believes a market rally later this year could bring strong returns

Why this value-hunting money manager is buying more Canadian banks and U.S. health care stocks

Your Practice

Why setting up for intergenerational wealth transfers now could secure advisors’ practices

A pricing model is not a value proposition – here’s how to create one

What robo-advisors got right – and mostly wrong

Jonathan Durocher

How ethnic advisors are supporting their diverse mix of clients

How Canadians are dealing with higher mortgage payments as renewal options dwindle

How parents are saving for kids’ education amid rising costs

Top Advisors

How to remain financially resilient after losing your job

Alexandra Horwood

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

Globe Investor Quick Links

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

carrick on money

Three ways to prepare financially for the next black swan event, pandemic or otherwise

ETFs may face approval delays, volatility if U.S. government shuts down

Cathie Wood’s ARK lands on European shores with Rize ETF acquisition

Canadian ETF trends: Money market craze continues, investors exit energy funds and a new provider hits market

Arm’s shares seen as a shoo-in for Nasdaq 100, though S&P 500 unlikely

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

Data and resources

Currencies

Commodities

Markets

Economic Calendar

Research Reports

Small Business