Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
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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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Portfolio Construction - Beggar thy neighbour
September 04, 2019 • Portfolio Construction
The U.S.-China trade war became a potential currency war in August 2019 when China allowed its currency to depreciate to more than 7 yuan per U.S. dollar.
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Portfolio Construction - Central Bank Intervention
July 25, 2019 • Portfolio Construction
Since the financial crisis in 2008-09, the investment landscape has been dominated by one theme: central bank intervention or, more precisely, zero interest rates and increased money supply.
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Portfolio Construction - Trade War: What is it Good For?
June 28, 2019 • Portfolio Construction
At the beginning of the year, an escalating trade war between the U.S. and China was noted as a risk to our outlook, which was that global economic growth is likely to remain positive in 2019, albeit at a much slower pace.
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Portfolio Construction - The Power of Zeros
May 27, 2019 • Portfolio Construction
It has been 10 years since stock markets bottomed in 2008-09 following the financial turmoil caused by excessive leverage.
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Portfolio Construction - Seizing opportunities
May 09, 2019 • Portfolio Construction
Over the first quarter of 2019, global economies continued to slow, Brexit and U.S.-China trade remained uncertain, but the key theme was the pivot in U.S. Federal Reserve policy.
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