Market Insights

The right mix

Developing the right asset mix for your client can be tricky business. Advisors have to determine their clients’ risk tolerance, closely watch the markets, and there’s the not-so-small matter of making money. So what’s an advisor to do when clients’ portfolios are more volatile than an active volcano? Nothing. “I focus on the plans we […]

By Bryan Borzykowski |September 1, 2008

5 min read

Bank bear

Caution is the watchword for veteran hedge-fund manager Veronika Hirsch. “Right now we are sitting at 35% cash,” says the manager of the $142-million BluMont Hirsch Performance. “And I think that tells you how cautious we are. I’m using it strategically, as opposed to not having any ideas today.” Hirsch is the chief investment officer […]

By Diana Cawfield |September 1, 2008

3 min read

Analyst’s report: Dynamic focus + small business

Veteran Oscar Belaiche and newly minted co-manager Jason Gibbs are looking pretty smart these days. While most Canadian small-cap funds sport losses in the double digits over the past year, management’s decision to keep cash on the sidelines has shielded the fund from steep losses. They have also done a fairly decent job ferreting out […]

By Jordan Benincasa |September 1, 2008

3 min read

Print this package: Blended Returns

(August 2008) Our latest special report, Blended Returns: Creating the right asset mix for troubled markets, examines how certain sectors are faring during these turbulent economic times. We look at Canadian and foreign equity, the bond market, how well commodities are doing, and where real estate will end up. Then we wrap things up with […]

By Staff |August 15, 2008

2 min read