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stocks

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Over-hyped and oversold: Three advisors who don’t love alts

Family offices are embracing alternative investments, but this asset class presents serious risks that can be overlooked

June 26, 2024
Wealth

Six finance pros share contents of their portfolios

Investment professionals from Canada and around the world open up books and share their picks

April 29, 2024
Wealth

Three practical ways to dilute a concentrated investment position

Citi advisor Samuel Vallières tells how best to reduce the risk of holding more than 10% of one’s wealth in a single asset

January 19, 2024
Commentary

One metric to rule them all: The power of ROE in gauging stocks

Does a company have what it takes to create real value over time? A look at return on equity

December 4, 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

Where to invest $1 million right now

Three advisors note opportunities for high-net-worth investors and family offices in bonds, stocks, infrastructure and private equity

February 8, 2023
Wealth

Canadian Family Offices Newsletter