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Investment Fundamentals: BetaJun42015Article
Beta measures the sensitivity of a security or a portfolio to the broader market’s fluctuations. Investors can use beta to assess how their holdings might respond to rising and falling markets, or to align portfolio holdings with an investor's return objective.
Investment Fundamentals: Oil Price BenchmarksApr302015Article
A steady decline in crude oil prices began in the summer of 2014, bringing the Brent and WTI oil benchmarks to the forefront of daily news. The current oversupply of oil has caused prices on both benchmarks to fall by about 50 percent.
Behavioural Finance: Controlled Thinking and NeuroeconomicsApr172015Article
Many investors have made mistakes, and later asked themselves, “What was I thinking?” Behavioural research suggests we should also consider "how" we were thinking. Neuroeconomics seeks to understand the financial mind.
Behavioural Finance: Confirmation Bias, Cognitive Dissonance, and RecencyMar272015Article
In this segment of our Behavioural Finance series, we will examine confirmation bias, cognitive dissonance and recency, additional behaviors that may lead us to make investment mistakes.
Investment Fundamentals: DiversificationMar172015Article
They say variety is the spice of life. But when it comes to investing, variety can be a key to long-term success. But just what does diversification mean? And why might it be beneficial?
Investment Fundamentals: Standard DeviationNov172014Article
Within the context of a diverse portfolio, allocations to riskier assets can make sense even for conservative investors, as these allocations can actually reduce a portfolio’s overall volatility.