Watch this video One of the biggest trends in today’s investment environment is a shift to globalization. “Investors are looking beyond stocks and bonds in their portfolio and within stocks and bonds, they’re looking beyond their own borders,” says Catherine LeGraw, investment strategist with BlackRock. “The Canadian investor’s equity portfolio used to be 50% within […]
Originally from our sister publication, Advisor.ca. Unprecedented geopolitical and economic changes have left a trail of destruction, but they’re also breeding new investment opportunities around the world. A panel of investment pundits discussed where those opportunities lie and how to capitalize on them at Franklin Templeton’s 2011 Investment Forum, in Toronto. Discussion rarely strayed far […]
Watch this video Instability in global markets over the past few years has challenged investor confidence in foreign investments and made many people question how to effectively manage a global portfolio, according to Philip Falls, senior investment consultant with PBI Actuarial Consultants. “The theory says you should be [invested in global markets]. But if you […]
Watch this video While the International Monetary Fund does its due diligence, there are still weaknesses in the processes the organization uses when gathering information on various countries. So, according to Dev Kar, lead economist with Global Financial Integrity, this means investors need to do their homework. “The onus falls on the investing institutions to […]
Watch this video Global equities and fixed income mandates are on the rise. Interviewed at the Global Investing Conference hosted this spring by Canadian Investment Review, Adam Bomers, director of investments and research solutions with Aurion Capital, gives his thoughts on the trends he is seeing in this space.
The Pennsylvania-based investment management company, Vanguard, has opened a Canadian arm—Vanguard Investments Canada Inc. “Extending our reach to the Canadian market in a significant way is an important step in the development of our global business,” said Vanguard chair and CEO William McNabb. “Although Canada has a very well-developed asset management market, we believe our […]
Have you considered replacing a portion of your Canadian equity allocation with a global diversified natural resources strategy? Pier 21 Asset Management has launched a new strategy with an impressive guarantee that might coax plan sponsors into adjusting their portfolios. The Pier 21 Global Resources Strategy reflects the true complexity of global resources sectors and […]
Canadians are among the most confident in the world regarding performance of their domestic stock markets, according to the Franklin Templeton Global Investor Sentiment Survey. But despite that trust, most lack a financial plan for retirement. Results from the survey of more than 13,000 individuals in 12 countries found 43% of Canadian think Canada’s markets […]
Liquidity flows into emerging markets as the receding economic tide continues to expose the financial system of the developed world. From a macro-economic perspective, the U.S. and Europe are beset by low growth relative to the rest of the global market, said Jeffery Urbina, principal of William Blair & Company, a Chicago-based investment firm. “In […]
The litany of ignoring global diversification warnings is familiar to any student of portfolio management. With Canada representing less than 5% of global equity markets, it’s only fitting that investors diversify globally to find best-in-class companies no matter where they’re located. Of these, emerging and developing economies account for 85% of the world’s population and […]