Tag: portfolio management

Why Target Date Funds Fail Investors: A $3 Trillion Delusion

Morningstar estimates that as of 2022, there is nearly $3 trillion invested in target date mutual funds. Per Morningstar: Target date strategies remain the investment vehicle...

Modern Portfolio Theory Faces Issues As Correlations Turn Positive

Modern Portfolio Theory sits at the core of just about every portfolio construction process. Although developed some seventy years ago, the core beliefs of Modern...

Bond Yields Long-Term Trend Change Has Massive Implications

The surest path for growing a small fund or ETF into a large fund or ETF is to have great performance. The simple fact...

Growth versus Value Investment History Says Fight Allure Of Growth Stocks

Many investors, especially those with limited investment experience, are declaring that value investing is dead. If one’s investment experience runs over the last ten years,...

Winter Is Coming For 60/40 Equity-Bond Investors

Investing is not easy and never has been. However, the healthy performance of bonds and equities over the past 30 years has certainly helped reduce...

Value Investing Versus Speculating

Value investing is an active management strategy that considers company fundamentals and the valuation of securities to acquire that which is undervalued. The time-proven...

Alternative Investments Yearly Insights & Outlook: 2019 versus 2018

Alternative Investments are sexy. This wide-ranging asset class, which includes hedge funds, structured products, private equity or anything that is materially different to traditional...

How To Focus On Investment Performance… Without “Chasing”

“Past performance is no guarantee of future results,” or a similar iteration, is likely the most common phrase found among investment disclaimers. To say...

Canadian Dollar Currency Research: The Long and Short

Our team has spoken at well over 100 client events over the past five years and, by far, the most common question we’ve encountered...

Investors: Do You Know Your Portfolio?

Anyone involved in the business of providing or receiving financial advice is likely keenly aware of KYC – Know Your Client. This is part...

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