How much cash do you have in your portfolio? While conventional wisdom suggests limiting the size of your cash position, a recent study from Dalbar calls for holding enough cash and cash equivalents ...

AGF Elements, a fund-of-funds investment solution, is introducing a dynamic asset allocation model that seeks to maximize risk-adjusted returns. The proprietary dynamic asset allocation model, ...

Asset allocation model portfolios are gaining popularity in the U.S., and Canada may not be far behind. A recent report by Boston-based research firm Cerulli Associates Inc. predicts assets in these ...

Brookfield announced its private wealth platform has partnered with iCapital to launch a new interactive asset allocation ...

With these new funds, CAM now offers four asset-allocation portfolios, which are “designed to appeal to investors with ...

CIBC Asset Management Inc. (CAM) today announced the launch of three new CIBC Exchange Traded Funds (ETFs) – each fund ...

The yield on the 30-year Treasury bond surged above 5%, one of its highest levels since 2023. Many of these stocks have taken investors on roller-coaster rides and have sky-high price-to-earnings ...

Model portfolios have shifted from niche to mainstream, both in the US and Australia, marking a major change in the financial ...

CI Global Asset Management (“CI GAM”) today launched a new suite of asset allocation mutual funds, providing Canadian investors with a selection of expertly constructed, low-cost, all-in-one ...

There are two dimensions to math of loss. The first is the duration of the loss, which we covered in my previous article. The second part is the dollar amount of the loss, which leads us to asset ...