Product Spotlight: ETFs

Product Spotlight: ETFs

Why investors are flocking to ETFs The situation. Exchange-Traded Funds (ETFs) are becoming a go-to choice for individual and institutional investors. Tax efficient and flexible, they exist for almost every asset class, from equities and bonds to real estate, and...
How Rebalancing Helped a Client Manage Market Volatility

How Rebalancing Helped a Client Manage Market Volatility

We explore how a smart strategy can win around a downturn The situation. Sarah Dupont (52)*, a marketing executive in France has a €500,000 portfolio (60% global equities / 40% Eurozone bonds), which is experiencing a 5% loss in the current market. Problems...