Audio commentary: Making asset allocation decisions in the current market

Apr 13, 2020 | Siân Canavan and Joseph Wu


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The Canadian Investment Committee’s guidance on the importance of long term asset allocation, and current tactical guidance

Siân Canavan, manager of Multi-Asset strategy, and Joseph Wu, Multi-Asset strategist discuss the importance of strategically allocating portfolios across asset classes. They share why at this time they believe it is prudent to be defensively positioned for the short-medium term, highlight where they see opportunities in the current market, and explain what the Canadian Investment Committee is focused on monitoring as markets continue to evolve in the coming weeks and months.

 


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Research resources

Non-U.S. Analyst Disclosure: Jim Allworth, an employee of RBC Wealth Management USA’s foreign affiliate RBC Dominion Securities Inc. contributed to the preparation of this publication. This individual is not registered with or qualified as a research analyst with the U.S. Financial Industry Regulatory Authority (“FINRA”) and, since he is not an associated person of RBC Wealth Management, may not be subject to FINRA Rule 2241 governing communications with subject companies, the making of public appearances, and the trading of securities in accounts held by research analysts.

In Quebec, financial planning services are provided by RBC Wealth Management Financial Services Inc. which is licensed as a financial services firm in that province. In the rest of Canada, financial planning services are available through RBC Dominion Securities Inc. 

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