Tag

risk

Stories continue below

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

Clockwise, from left: Christine Poole at GlobeInvest Capital Management Inc., Claire Blessing at Gluskin Sheff, Leila Fiouzi at RBC PH&N Investment Counsel, and Kate Pal at Pal Insurance.

Four experts on investing risk and outlook for 2023

Though inflation, interest rates and geopolitical risks concern investors, a silver lining of market turmoil is a sharp rise in bond yields

January 24, 2023
Wealth

A 3D rendering of the date 2023 in gold with generic coins stacked around it and stock symbols in the background. To protect wealth, experts suggest moving far away from the traditional 60-40 split between equities and fixed-income investments.

Investing outlook for 2023: ‘It’s a matter of staying safe’

Assume that inflation is here for a while and that interest rates will go higher, experts say. So HNW families are looking for new opportunities but are patient

December 28, 2022
Wealth

An illustration of the distribution of family offices in The North America Family Office Report 2022 by RBC/Campden Wealth.

What ultra wealthy are investing in now: New family offices report

Many family offices still not prepared for cybercrime attacks, notes the North America Family Office Report 2022 by RBC and Campden Wealth

November 16, 2022
Wealth

A finger pokes a Bitcoin symbol on a spring. Statistics regarding family office involvement in cryptocurrencies and other digital assets may give the impression that this group has an impressive level of involvement in the space, but some experts working with family offices say this isn’t what they’re seeing.

Some cryptocurrency interest among tech-savvy, but many HNW investors staying away

Cryptocurrency continues its volatile ride, and those who manage wealth for high-net-worth clients, who are interested in wealth preservation, see it as a risky asset