How to manage currency risk in a portfolio

December 04, 2023 |Metkel Kebede
Currency movements can present an element of uncertainty for Canadian investors holding foreign mutual funds or ETFs in their portfolios. The value of currency used to buy or sell the investments may change, which is called currency risk. What is currency...
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Growth vs. value stocks: what’s the difference ?

December 04, 2023 |Metkel Kebede
Equity portfolio managers are often split into two groups: growth and value. At a high level, these labels refer to the philosophy each follows when selecting investments. While both groups seek to maximize returns, they do so in their own unique way...
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The power of dividends

December 04, 2023 |Metkel Kebede
Offering a winning strategy Historically, dividends have helped investors to gain reliable income and additional growth from their investment portfolios over time. In fact, the boost that dividends provide can help to mitigate the effects of market volatility...
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The benefits of rebalancing your asset allocation over time

December 04, 2023 |Metkel Kebede
Asset allocation is one of the most important parts of investing and It refers to the ‘weighting’ of different asset classes within your portfolio. When building a portfolio, you can choose a mix of investments from different asset classes: cash, fixed...
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How diversification helps

December 04, 2023 |Metkel Kebede
Recent headlines may have you feeling uneasy about your investments. Markets tumbled in reaction to the COVID-19 pandemic. The spread of this virus has left many investors feeling nervous about the broader economic and market implications. Understandably...
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Sidelined: How to get back into the market and on track to your goals in 2021

December 04, 2023 |Metkel Kebede
The COVID-19 pandemic, a breathtaking market crash, an awe-inspiring recovery, a sputtering global economy, and more political drama than you can fit into a reality TV show: 2020 had it all, and it left many investors unsure what to do. Investors who...
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After the boomer times

December 04, 2023 |Metkel Kebede
Why retirement will be different for the next generation of Canadian retirees If you look back about 40 years, nearly one half of Canadian workers had an employee pension plan. For those set to retire in the next 10-15 years, again, about half are covered...
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TFSA tips for Canadian Investors

December 04, 2023 |Metkel Kebede
Making the most of your investments – after tax As we enter the second year of the COVID - 19 pandemic, it’s more important than ever to make the most of life. You may be finding new ways to stay connected with those closest to you. Or perhaps you’re...
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Going global to diversify

December 04, 2023 |Metkel Kebede
Investing globally can increase the return potential of your portfolio while lowering volatility and enhancing diversification. What is global diversification and why it makes sense Many investors already diversify their portfolios by holding securities...
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The ABCs of ESG

December 04, 2023 |Metkel Kebede
Understanding your investment ESG stands for Environmental, Social and Governance factors. Lots of financial websites define 'responsible investment' in terms of ESG. Responsible investment is an umbrella term for the different ways people can support...
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