Paula O'Sullivan on LinkedIn: #lumpsum #dollarcostaveraging #equities #bonds (2024)

How will major assets perform over the next 10 years?Here's what Vanguard sees happening.(Note: they are ranges - for equities +/-1% around the probable outcome, and for debt +/-0.5% around the probable outcome)

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The November 2023 #WAACPerspectives is now available: https://lnkd.in/g9Kr9nHC! The TD Wealth Asset Allocation Committee continue to believe that #FixedIncome will outperform equities over the next 12 months and that bonds can still provide diversification benefits, reduce overall portfolio volatility and preserve capital.Read this month's edition for more insights.

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Concentration risk within equities is a choice not an obligation. How best to differentiate within global equities? We see 4 different active allocation approaches.1. Read the article in our Insightshttps://lnkd.in/essN_yV32. Join our CPD webinar on Differentiated Global Equitieshttps://lnkd.in/erScu4kC3. For UK advisers seeking support for their investment proposition, please contact us:https://ow.ly/V83e50QyetY#elston #multiasset #investmentsolutions

Concentration risk within equities is a choice not an obligation. How best to differentiate within global equities? We see 4 different active allocation approaches.1. Read the article in our Insightshttps://lnkd.in/essN_yV32. Join our CPD webinar on Differentiated Global Equitieshttps://lnkd.in/erScu4kC3. For UK advisers seeking support for their investment proposition, please contact us:https://ow.ly/V83e50QyetY#elston #multiasset #investmentsolutions

BARCLAYS6Y100%CAPITALPROTECTEDMemoryIncome Rate:USD = 3.20% Semi-Annual.GBP =3.50%Semi-Annual.Investment linked to,>S&P 500 Index> Nikkei 225 Index> FTSE 100 IndexThis investment product lasts for a maximum of 6-years.This exclusive product is available for a limited time only, closing on the 30th of June 2023.Structured products are designed to offer investors regular income along with downside protection. Used correctly, a vital investment tool, especially in a sideways market. (Returns not guaranteed).If the concept of a structured note is something you’ve not come across before, please feel free to contact me:zachary.ockenden@devere-switzerland.ch#structuredproducts#structuredfinance#investmentopportunities#investment#investing

Concentration risk within equities is a choice not an obligation. How best to differentiate within global equities? We see 4 different active allocation approaches.1. Read the article in our Insightshttps://lnkd.in/essN_yV32. Join our CPD webinar on Differentiated Global Equitieshttps://lnkd.in/erScu4kC3. For UK advisers seeking support for their investment proposition, please contact us:https://ow.ly/V83e50QyetY#elston #multiasset #investmentsolutions

Concentration risk within equities is a choice not an obligation. How best to differentiate within global equities? We see 4 different active allocation approaches.1. Read the article in our Insightshttps://lnkd.in/essN_yV32. Join our CPD webinar on Differentiated Global Equitieshttps://lnkd.in/erScu4kC3. For UK advisers seeking support for their investment proposition, please contact us:https://ow.ly/V83e50QyetY#elston #multiasset #investmentsolutions

Concentration risk within equities is a choice not an obligation. How best to differentiate within global equities? We see 4 different active allocation approaches.1. Read the article in our Insightshttps://lnkd.in/essN_yV32. Join our CPD webinar on Differentiated Global Equitieshttps://lnkd.in/erScu4kC3. For UK advisers seeking support for their investment proposition, please contact us:https://ow.ly/V83e50QyetY#elston #multiasset #investmentsolutions

Questions investors are asking about dividends today...The Canadian Dividend & Income Equity category has been hit hard over the past few years, from both a performance and flow perspective. In fact over the past 3 years, we’ve seen fund companies close about 20 funds. What is this attributed to? What are the risks in focusing solely on dividend yield, what are the risks of this approach? Dividend funds also have to compete with fixed income alternatives, how should advisors compare both opportunity sets?Join us in welcoming Senior Portfolio Manager Chris Hensen to our Market Insights Monthly event. We answer these questions and more while learning more about the evolving dividend landscape.https://lnkd.in/gpn3Kd5h#manulife #advisors #dividends #investing #stocks #money Manulife Investment Management

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Our second annual State of Alternative #Investments in #Wealth Management 2023 survey, in partnership with CAIS, suggests that a transition from a traditional 60/40 portfolio to a more three-dimensional portfolio — one that includes public equities, fixed income and alternatives — appears to be underway. https://bit.ly/3SWvGad Dive into our survey to learn more.

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