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diversification

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Are Canadians behind by sticking to a traditional 60/40 portfolio?

While some swear by their 60-per-cent equities/40-per-cent fixed income investments, some experts suggest a different way of looking at asset mix

July 10, 2023
Wealth

Headshots of private-investment experts. From left, Greg Gipson, chief investment officer at Grayhawk Wealth; Mat Powley, director in the private capital investment team at Stonehage Fleming; and Carol Schleif, deputy chief investment officer with BMO Family Office.

Private investment in portfolios: opportunities and challenges

Ultra-high-net-worth investors and family offices see this asset class as a means to diversify and mitigate public-market risk

June 7, 2023
Wealth

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There’s no place like home … except in a portfolio

Domestic bias in investing means missed opportunities, experts warn

July 19, 2022
Wealth

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