Asset allocation quarterly

David Wolf and David Tulk

Asset allocation quarterly – from a Canadian perspective

 

 

“Hit ‘em where they ain’t”

First Quarter 2020

David Wolf and David Tulk discuss the risks of allocating assets based on consensus expectations and the value of investing in markets where others are not.

How going global can help Canadian investors

Fourth Quarter 2019

David Wolf and David Tulk tackle a frequently asked question: How should Canadian investor portfolios be split between foreign and domestic assets? They discuss the notion of ‘home bias’ and the diverse factors that determine the appropriate asset split for Canadian investors.

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Respecting the unknowable

Third Quarter 2019

David Wolf and David Tulk describe the unusual uncertainty of the global economy because of trade tensions and lower interest rates. They discuss how these factors are impacting their current active asset allocation positioning.

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Reacting to the reaction function

Second Quarter 2019

David Wolf and David Tulk discuss the Q1 rebound, which was led by the U.S. Federal Reserve’s dovish pivot. They discuss what this may mean for markets and for them as asset allocators.

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The four pillars for 2019

First Quarter 2019

David Wolf and David Tulk discuss what the year ahead may bring for investors, and apply their four-pillar framework to answer this question and guide their active allocation decisions.

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When the secular and the cyclical align

Fourth Quarter 2018

David Wolf and David Tulk discuss their positioning in the Canadian multi-asset class funds. They continue to actively overweight foreign assets in the funds, in light of challenges on both the secular and cyclical horizon.

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Wary of a perfect storm

Third Quarter 2018

David Wolf and David Tulk discuss their positioning in the Canadian multi-asset class funds. They are taking an even more defensive positioning in the domestic market in light of the possibility of a “perfect storm” brewing in the Canadian economy.

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Positioning for rising interest rates

Second Quarter 2018

David Wolf and David Tulk discuss how they are positioning the Canadian multi-asset class funds in light of the possibility of higher interest rates. They feel that with their active asset allocation process, they can address the challenge.

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Dividing labour, adding return

First Quarter 2018

David Wolf and David Tulk discuss their asset allocation process for the management of the multi-asset class funds. By harnessing the division of labour, this enables them to actively “tilt” the funds, including along the value vs. growth dimension, all with the goals in mind of adding return and managing risk.

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