Top tips from portfolio managers in 2016

Top tips from portfolio managers in 2016

self-directed-investment

Throughout the year, we posted AdvisorToGo podcasts and related articles on a variety of topics, including investing around the globe and where to find opportunities, interest rates, volatility and geopolitical developments.

In reverse order, here are the most popular stories of 2016.

At the start of 2016, portfolio manager Scott Vali pointed out the three oil trends he was watching closely.

In 2016, Canadian life insurance companies were expected to perform better than banks.

These days, the trade-off for low default risk appears to be a really low reward — or, if you’re in Europe or Japan, a negative reward.

It’s no secret that central banks are running out of options. For 2016, safe havens were the preferred hedge.

The first step in avoiding behavioural blunders is combining good qualitative and quantitative research. Here are the mistakes to avoid.

The loonie surged in Q1 due to factors such as rising oil prices. And as Luc de la Durantaye predicted, there were in fact several dips throughout the year. Here’s a look at what was expected.

4 and 3. Bad news for business owners, corporate-class investors

Tax expert Jamie Golombek offered his reaction to the 2016 budget, which proposed changes for small business owners and clients who own corporate-class funds.

Since then, the Finance Department changed the effective date for corporate-class switching to January 1st.

Here are Golombek’s latest comments, which fills the number three spot on the list.

The loonie hit mid-January lows but then started gaining by early March due to oil trends and a weaker U.S. dollar. The loonie peaked in May just below US$0.80. As predicted, the CAD perked up at the end of 2016, but we’re still waiting for the full recovery.

One of the biggest stories of the year was President-elect Donald Trump’s campaign and election win. We spoke to experts about the probability of a Trump presidency (in September, markets had attached less than 20% probability that Trump would win). Portfolio managers also offered insight on how the election would impact currencies and what to expect for Canadian stocks under a Trump or Clinton presidency.

After the election, American Century Investment’s Peter Hardy pointed to the opportunities and risks in the U.S.

Also, here’s an update on how currencies were doing post-election and some tips on how to talk about Trump’s impact with clients.

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Recommended article: The Guardian’s Summary of Julian Assange’s Interview Went Viral and Was Completely False.

Published at Tue, 03 Jan 2017 04:05:01 +0000