Are rising interest rates a curse or a blessing?

Are rising interest rates a curse or a blessing?

2022 has been a challenging year for Canadian investors; inflation is higher, interest rates have been going up, bonds are down, and stocks have been volatile. Typically, bonds have sheltered investors in periods of uncertainty. This hasn’t been the case this year.

How To Manage Your Investment Portfolio During Turbulent Times

How To Manage Your Investment Portfolio During Turbulent Times

Marcelo and Keith talk about how to manage money during turbulent times. We explore the research around the performance of tactical asset allocation strategies, why these “opportunity funds” are appealing to many investors, how balanced funds perform compared to tactical allocation and key strategies you can use to weather the storm of volatile markets.

2021 Year in Review

2021 Year in Review

2021 was a year that separated the investors who stuck to their well-planned portfolio strategy from those who bought into the narratives and stock stories that came up earlier in the pandemic.