Advisors reassess risk tolerance and rejig portfolios amid market swings

. Get exclusive investment industry news and insights, the week’s top headlines, and what you and your clients need to know.

“When things are going to change, it’s always an opportune time to go back and re-evaluate,” says Dave Goodsell, executive director of the Natixis Center for Investor Insight. Mr. Smith says he thinks the shift to value from growth stocks has contributed to increased market volatility. Advisors should also reassess whether the investor’s portfolio is appropriate for the changing environment, he adds.

“It’s the concept of sell high, buy low – and that’s to respect the boundaries of where the client risk profile lives,” she says. “Quality of holdings will cushion the downside,” she says. “Quality businesses survive recessions; they still get beat up with pricing because everything gets sold off ... but sometimes there are incredible buying opportunities.”Simon Tanner, principal financial advisor with Dynamic Planning Partners at iA Investia Financial Services Inc. in Vancouver, says risk tolerance is something advisors are trying to gauge with clients continuously – especially as markets roil.

Economics driven by fear & conjecture.. good times 😒

Россия Последние новости, Россия Последние новости

Similar News:Вы также можете прочитать подобные новости, которые мы собрали из других источников новостей

How convoy protests could affect Canada’s housing market‘Safety and security and tolerance are the qualities that make Canada ... stand out on the world stage,’ says Royal LePage CEO. Of course they will ... FU Why this is happening in Canadian media is THE story! Canadian Media is completely biased! Look at their narrative vs the international media coverage!! That is the real story…CBC and CTV are Gaslighting Liberal propaganda machines!! blackfacehitler Propaganda narrative media, counters the reality Canadians are experiencing, struggling with and face. The inflation, increase taxes, interests raises, CERB and 15% layoffs from mandatory vaccinations. cdnpoli cdnmedia Canada
Источник: TorontoStar - 🏆 60. / 55 Прочитайте больше »

Bridging Finance investors to lose $1.3-billion after sale process terminated because of unsatisfactory bidsBridging Finance Inc.’s investors will lose an estimated $1.3-billion under a final proposal to scrap selling the private lender in favour of winding down its troubled loan portfolio
Источник: globeandmail - 🏆 5. / 92 Прочитайте больше »