Diversify portfolios to weather choppy markets, advises Mackenzie CEO
Alternative investments, ESG funds and China offer investors opportunities to diversify, says Barry McInerney
- By: Rudy Mezzetta
- July 27, 2021 July 27, 2021
- 16:09
Alternative investments, ESG funds and China offer investors opportunities to diversify, says Barry McInerney
Both products are designed to allow investors to benefit from strong market performance
The new products will give Canadian investors access to fractional shares of large tech companies
The two funds are managed by in-house specialty investment manager Martin Currie
The notes will bear interest of 3.6% annually for the first five years
Private Client Advice will provide customized coverage
The fund offers exposure similar to the S&P/TSX 60 and uses 25% leverage to enhance yield
New PM’s strategy is expected to result in a potentially meaningful capital gains distribution
The bond will finance or refinance green assets tied to categories such as renewable energy
The fund uses a variety of tax-management strategies to maximize returns
Strong returns have looked especially good compared to dismal fixed income performance
Both products are available in mutual fund and ETF versions
The new funds offer exposure to investment-grade U.S. corporate bonds and Treasury bonds
Users can now track the value of their crypto investments
Dundas Life offers rate comparisons and policy applications online
ETF versions are expected in the coming weeks
The partnership with HANetf offsets emissions from the fund's clean-energy holdings
The funds leverage management expertise from the firm's Legg Mason acquisition
Regulators started allowing the notes to qualify as Tier 1 capital for life insurers earlier this year
BMO Economics' business activity index rebounded in May after a third wave slump
The change comes after nearly 10 years without an increase
The funds aim to capitalize on growing demand for alternative energy
Demand for semiconductors is expected to exceed supply for “years to come,” says Horizons CEO Steve Hawkins