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Kevin Foley for Canadian Family Offices

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Time to play market defence? Especially when everyone else is playing offence

Portfolio protection has been degraded along with the classic 60/40 model. How to make it work today

April 12, 2024
Commentary

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Asset allocation isn’t everything. The next step matters, too

Proper execution of investment exposures can make all the difference. Thoughts on maximizing returns from Kevin Foley of YTM

January 12, 2024
Commentary

A fixed-income credit fund, without interest rate exposure, can buoy a portfolio

These funds provide a compelling yet defensive investment now, along with potential outperformance later as the economy improves, writes Kevin Foley

July 28, 2023
Commentary

Portfolio reset: Considerations from the board investment committee

The future looks different, so it’s time to study new asset classes, embrace alts and upgrade your investment partners if you handle portfolios for foundations or family offices

February 13, 2023
Commentary

Seven issues that foundation boards are grappling with now

Volatile market conditions have ignited fresh discussions at foundation and endowment boards

April 22, 2022
Commentary

Done right, leverage can deliver coveted fixed-income returns

In this detailed example, a levered solution magnifies an attractive investment that by itself offers an insufficient return

January 24, 2022
Commentary

My fixed income investments are not working. What should I do?

Consider these six alternatives to put in the traditional bond portion of your portfolio

December 30, 2021
Commentary

Asset allocation, 2.0: Low and rising rates require reboot of classic portfolio

It’s time to revisit and refresh the most important part of investing: basic asset allocation

November 18, 2021
Commentary

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