Staying Ahead of Shifting Risk

Kevin McLachlan highlights how changing markets and life circumstances make portfolio rebalancing a priority for us, and we believe, for you too.

04.14.2017 - Kevin McLachlan, Vice President, Portfolio Manager

Staying Ahead of Shifting Risk

“Life is like riding a bicycle. To keep your balance, you must keep moving.” Albert Einstein

Einstein hardly had investing in mind when he coined these words; but they’re certainly applicable to managing a portfolio. Your target or strategic asset allocation—the division of assets among investments such as fixed income and equities—is critical to achieving long-term return objectives and managing portfolio risk. As markets change, different asset classes experience different rates of return and, over time, an asset allocation will drift from its target.

That’s why rebalancing—selling some of the asset class that has appreciated more and purchasing some of the asset class that has appreciated less, or has declined in value— is practised here at Fiduciary Trust Canada. Strategic rebalancing brings your portfolio back into line with its original asset allocation.



Spring Ushers in Market Advances

07.25.2017 Scott Guitard, Vice President, Portfolio Manager

Surging European equities, rising US valuations and headwinds for Canadian equities were all part of Q2. See how our asset mix strategy measured up.

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Yellow Light, Green Light

04.14.2017 Scott Guitard, Vice President, Portfolio Manager

The ongoing recovery in International equities, stronger than expected Canadian equity performance and a loonie in flight. See how such themes influenced Q3 performance and how we’re moving ahead.

Yellow Light, Green LightPREVIOUS POST