Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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Dynamic Hedging – Making Your Dollar Go Further
July 03, 2020 • Portfolio Construction
As volatility continues to permeate the investment landscape, particularly in currency movements, CI Multi-Asset Management has employed a new dynamic currency hedging strategy across their portfolios to mitigate risk and make your dollar go further.
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The COVID-19 Pandemic – Where Are We Now?
June 02, 2020 • Portfolio Construction
As markets begin to stabilize and economies slowly reopen, the CI Multi-Asset Management team takes a look back at how markets have reacted through the COVID-19 pandemic and what lays ahead for their portfolio positioning strategies.
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Beware the Ides of March
May 08, 2020 • Portfolio Construction
The fiscal and monetary policy actions announced over the past few weeks have been crucial to supporting individuals and businesses, but the long-term impact on central banks and financial markets could be just as significant.
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Market Disruptions – Then and Now
April 07, 2020 • Portfolio Construction
Looking at three different market disruptions in recent history, CI Multi-Asset Management demonstrates how and why markets reacted as they did, and what this can tell us about the current coronavirus pandemic.
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When Sickness Strikes
February 28, 2020 • Portfolio Construction
The outbreak of the coronavirus has resulted in abrupt market shifts and even greater uncertainty over what will happen next. See how CI Multi-Asset Management is being proactive in their asset allocation strategy so your portfolios are prepared for when sickness strikes.
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Expanding the Toolkit
February 06, 2020 • Portfolio Construction
This month, the CI Multi-Asset Management team is opening their toolbox to show how they’re incorporating alternative investments across their managed solutions for a new, modern approach to portfolio construction.
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Passing the Baton
January 31, 2020 • Portfolio Construction
World stock markets have seen strong returns partially as a result of easing monetary policy from central banks around the globe. The baton has now been passed to government leaders to take the charge in continuing this economic stimulus.
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Answering Your Questions on Fixed Income
December 13, 2019 • Portfolio Construction
Despite the challenges presented by the fixed-income market, the asset class can still be an effective hedge against equity market risk.
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Is it time for a revival of the value style?
November 01, 2019 • Portfolio Construction
Following years of divergence between the performance of value and growth style investing, is the recent revival in value here to stay?
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Portfolio Construction - Negative-yielding debt reaches $17 trillion
October 04, 2019 • Portfolio Construction
Negative-yielding debt has taken financial markets by storm, recently reaching an unprecedented $17,000,000,000,000 globally.
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