Among an increasing number of investors and portfolio managers, Bitcoin is considered a legitimate and distinct asset class. Jurrien Timmer, Director of Global Macro, Fidelity Investments, summarizes Bitcoin’s evolution and why it may be considered, alongside other alternatives, as part of an investment portfolio.
The distribution of COVID-19 vaccines and stimulus provided by governments and central banks has many focusing on brighter days ahead. In their latest paper, David Wolf, David Tulk and Ilan Kolet outline their views of the recovery ahead and how they are positioning their asset allocation funds for Canadian investors.
Rising debt seems to be keeping both markets and economies going, especially in today’s COVID-impaired world. In their latest paper, David Tulk and David Wolf explain how their active asset allocation strategies are addressing the short and long-term consequences of today’s debt-driven markets.
David Tulk and David Wolf emphasize the importance of portfolio diversification that appropriately manages risk while maximizing performance.