Income can be tough to find in today’s market. And for many investors, a monthly dividend payment is their primary investment goal. With domestic opportunities offering fewer diversification benefits, many investors are looking beyond the local markets for dividend income with greater diversification.
Recently, I was at the Morningstar Executive Forums in Toronto and Vancouver, speaking on the future of financial advice. The topic has never been more timely, as the industry faces fintech disruption and the prospect of new regulations that are radically altering the landscape.
Factor investing has attracted a lot of attention from investors and media recently, but its roots can be traced back to the 1960s. As innovators in the factor-investing space, we believe in pushing the boundaries of portfolio construction with factor-based methodologies that go beyond traditional indices, allowing investors to target specific risk/return objectives with more precise portfolio-building tools.
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With interest rates at historic lows, investors entering retirement may be struggling to secure adequate income from their investments – particularly where capital preservation is also a priority.
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Investors tracking market-cap-weighted indices may be exposed to several flaws inherent to that approach. A rules-based Fundamental Index® approach focuses on the strength of the underlying business by looking at sales, cash flow, dividends and book value.
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We hosted two experts from S&P Dow Jones Indices for an in-depth conversation about low-volatility as an investment factor. In this final installment of the interview, we discuss different advisor views on low volatility, how it pairs with other factors and how it can be used in portfolios.
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As market volatility continues unabated, investors across the globe are seeking out tools, strategies and solutions to reduce their overall risk while still reaping the rewards that equity investing can provide. Low-volatility strategies have become valuable tools for many investors and advisors, but are all low-volatility strategies created equal?
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With market volatility on the rise and continued uncertainty around the globe, low-volatility investing has become a valuable tool for providing risk-reduced equity exposure in investor portfolios.
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While the financial services industry is often viewed from the outside as staid and unchanging, the truth of the matter is that a sea change is underway, radically transforming the industry.
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“Sell in May and go away” is a well-known market adage that warns investors to sell their equity holdings in May to avoid the typically volatile May-to-October period. Historically, stocks have underperformed in this six-month (“unfavourable”) period, compared to the six-month (“favourable”) period from November through April.
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Limit orders offer advantages over market orders because they provide certainty on the trade price and act as a guard against overpaying. A market order may be effective when placing small trades in highly liquid ETFs, but there is a risk that it could sweep indiscriminately through the order book, leading to an undesirable price. A limit order, however, sets the price at which you are willing to transact. The closer your price is to the bid or ask, the greater the probability that your sell or buy will be executed. The use of a limit order is not without risk, as your trade may not be executable at the specified price.
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The Globe and Mail published a column (October 29, 2014) examining the performance of Trimark mutual funds. As unabashed active managers, we don’t shy away from this kind of analysis; we welcome the affirmation of the Trimark discipline.
