Showing 1 to 12 of 144 results
Global Wealth Reaches Record High, but Distribution Remains Uneven
Global gross financial assets hit €269 trillion by the end of 2024, an 8.7% increase from 2023, with the US holding the largest share, while Germany shows high savings but lower investment returns compared to the US.
Global Wealth Reaches Record High, but Distribution Remains Uneven
Global gross financial assets hit €269 trillion by the end of 2024, an 8.7% increase from 2023, with the US holding the largest share, while Germany shows high savings but lower investment returns compared to the US.
Progress
36% Bias Score
Saving for Children's Future Beyond RESPs: Strategies and Challenges
The article explores alternative savings vehicles for children's future beyond RESPs, considering TFSAs, non-registered accounts, formal and informal trusts, and life insurance, weighing their benefits and drawbacks.
Saving for Children's Future Beyond RESPs: Strategies and Challenges
The article explores alternative savings vehicles for children's future beyond RESPs, considering TFSAs, non-registered accounts, formal and informal trusts, and life insurance, weighing their benefits and drawbacks.
Progress
12% Bias Score
Market Volatility Drives Shift to Flexible Funds and Alternative Assets
Facing persistent inflation, high debt, geopolitical tensions, and protectionism, investors are shifting to flexible funds and alternative assets like private equity, private debt, and gold, as traditional strategies are challenged, with firms like Dunas Capital prioritizing capital preservation.
Market Volatility Drives Shift to Flexible Funds and Alternative Assets
Facing persistent inflation, high debt, geopolitical tensions, and protectionism, investors are shifting to flexible funds and alternative assets like private equity, private debt, and gold, as traditional strategies are challenged, with firms like Dunas Capital prioritizing capital preservation.
Progress
32% Bias Score
Rent vs. Buy in Canada: A Generational Financial Dilemma
In Canada, the soaring cost of rent is prompting a debate on the viability of lifelong renting versus homeownership, with experts highlighting the substantial lifetime rental costs and the risks associated with both options.
Rent vs. Buy in Canada: A Generational Financial Dilemma
In Canada, the soaring cost of rent is prompting a debate on the viability of lifelong renting versus homeownership, with experts highlighting the substantial lifetime rental costs and the risks associated with both options.
Progress
16% Bias Score
Growth Stocks Outperform Value Stocks in Recent Market Rally
Since April-May lows, growth stocks, especially the MAGA 7, have significantly outperformed value stocks, with ETFs like IWF (up 15%) and QQQ (above 14%) exceeding SPY (11%) and IWD (5.5%), highlighting a substantial performance gap for investors and indicating a sustained market preference for grow...
Growth Stocks Outperform Value Stocks in Recent Market Rally
Since April-May lows, growth stocks, especially the MAGA 7, have significantly outperformed value stocks, with ETFs like IWF (up 15%) and QQQ (above 14%) exceeding SPY (11%) and IWD (5.5%), highlighting a substantial performance gap for investors and indicating a sustained market preference for grow...
Progress
36% Bias Score
Market Strategists Adjust Portfolios Amid Sectoral Shifts
RBC's Greg Pardy's Global Energy Best Ideas list, which outperformed the sector average in July, saw three changes for August, while BMO's Brian Belski's Canadian dividend growth stocks underperformed in July but maintained a strong year-to-date return.
Market Strategists Adjust Portfolios Amid Sectoral Shifts
RBC's Greg Pardy's Global Energy Best Ideas list, which outperformed the sector average in July, saw three changes for August, while BMO's Brian Belski's Canadian dividend growth stocks underperformed in July but maintained a strong year-to-date return.
Progress
40% Bias Score
Investing a Lump Sum vs. Dollar-Cost Averaging: A Comparative Analysis
This analysis compares lump-sum investing and dollar-cost averaging (DCA), considering financial returns and emotional factors, concluding that lump-sum investing historically yields higher returns but DCA offers better emotional resilience.
Investing a Lump Sum vs. Dollar-Cost Averaging: A Comparative Analysis
This analysis compares lump-sum investing and dollar-cost averaging (DCA), considering financial returns and emotional factors, concluding that lump-sum investing historically yields higher returns but DCA offers better emotional resilience.
Progress
32% Bias Score
Optimizing Tax Efficiency for Business Owners Investing Excess Earnings
Business owners with excess income can maximize tax advantages by prioritizing RRSP and TFSA contributions before considering corporate investment, using a holding company to further optimize and protect assets while being mindful of potential small business deduction reductions and employing life i...
Optimizing Tax Efficiency for Business Owners Investing Excess Earnings
Business owners with excess income can maximize tax advantages by prioritizing RRSP and TFSA contributions before considering corporate investment, using a holding company to further optimize and protect assets while being mindful of potential small business deduction reductions and employing life i...
Progress
36% Bias Score
Conflicting Views on Market Valuation: Are Small Caps Poised for Growth or a Crash?
Bank of America's report shows several market metrics reaching dot-com era highs, sparking concerns about a potential market crash; however, other experts like Howard Marks and Rick Rieder believe small caps are poised for growth due to factors such as anticipated interest rate easings and strong ea...
Conflicting Views on Market Valuation: Are Small Caps Poised for Growth or a Crash?
Bank of America's report shows several market metrics reaching dot-com era highs, sparking concerns about a potential market crash; however, other experts like Howard Marks and Rick Rieder believe small caps are poised for growth due to factors such as anticipated interest rate easings and strong ea...
Progress
44% Bias Score
Private Market Assets Reach \$22 Trillion Despite Traditional AUM Slowdown
In 2024, private market assets totaled \$22 trillion, with alternative capital sources like separately managed accounts and co-investments driving a 6% growth rate, exceeding the growth in traditional closed-end funds that declined by 1%.
Private Market Assets Reach \$22 Trillion Despite Traditional AUM Slowdown
In 2024, private market assets totaled \$22 trillion, with alternative capital sources like separately managed accounts and co-investments driving a 6% growth rate, exceeding the growth in traditional closed-end funds that declined by 1%.
Progress
40% Bias Score
Adapting Investment Portfolios to Market Changes
This FAZ+ article discusses optimal portfolio distribution for investors, emphasizing adaptation to changing markets over solely seeking high returns; it stresses the importance of balancing liquidity, risk, and profitability for long-term success.
Adapting Investment Portfolios to Market Changes
This FAZ+ article discusses optimal portfolio distribution for investors, emphasizing adaptation to changing markets over solely seeking high returns; it stresses the importance of balancing liquidity, risk, and profitability for long-term success.
Progress
32% Bias Score
Achieving Financial Independence: A Strategic Guide to Retirement
This article focuses on achieving financial independence through strategic management of home ownership, superannuation, and investments; it emphasizes understanding investment fundamentals and aligning them with personal goals to accelerate retirement.
Achieving Financial Independence: A Strategic Guide to Retirement
This article focuses on achieving financial independence through strategic management of home ownership, superannuation, and investments; it emphasizes understanding investment fundamentals and aligning them with personal goals to accelerate retirement.
Progress
48% Bias Score
Showing 1 to 12 of 144 results