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Evaluating Downside Protection

Investment Views, Investments

Semi-deviation (also called downside deviation) is a variation of the more commonly used metric, standard deviation. Both measures track the historic variability of returns around an investment’s average return, however, semi-deviation only considers those returns that fall below the investment’s average. A lower semi-deviation indicates an investment with lower downside risk.

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Downside Protection Strategies

Investment Views, Investments

My last blog discussed the importance of downside protection, specifically looking at the asymmetry of gains and losses, and poor historical investor behaviour. This blog will investigate some strategies investors can implement to potentially protect their portfolio from significant losses in down markets, while still allowing them to participate in rising markets.

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Importance of Downside Protection

Investment Views, Investments

Markets go up and markets go down. That’s the nature of investing in stocks and bonds, whether directly or indirectly through investment funds. Investors generally like upside volatility (when markets go up), but are much less tolerable towards downside volatility (when markets go down). Implementing downside protection strategies regardless of current market conditions can help reduce volatility when markets do go down, thereby helping to preserve and build wealth over the long-term.

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Ditch the Narrative

Investment Views, Investments

I came across an excellent blog post entitled, “You Are Owed Nothing” that highlighted that real (after inflation) returns of capital are not a given. In particular, the 1965-1980 market stood out to me as one with no strong narrative as to why markets treaded water for so long.

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Stock selection is key to investment success.

Investment Views, Investments

Recently, Empire Life achieved impressive results with 76% of long-term assets under management in the first and second performance quartiles according to Investment Executive’s analysis of segregated fund family performance in 2015.

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Market Master Keys, Gaelen Morphet, Part 2

Investment Views, Investments

This is Part 2 of 2 with guest blogger Robin Speziale, Author of Market Masters: Interviews with Canada’s Top Investors.

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Market Master Gaelen Morphet

Investment Views, Investments

This is Part 1 with guest blogger Robin Speziale, Author of Market Masters: Interviews with Canada’s Top Investors

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Marked For Death

Investment Views, Investments

As Valeant’s stock price continues its spectacular implosion, down another 50% on March 15, it’s worth remembering that not long ago, this was the largest company in Canada by market capitalization.

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The Fiscal Front

Investment Views, Investments

The European Central Bank (ECB) announced a number of new policy initiatives on March 10, including:

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Winner! Fundata FundGrade A+ Awards

Investment Views, Investments

In the midst of all this market volatility it feels good to announce that the Empire Life Emblem Growth Portfolio1, Elite Balanced Fund2, and Asset Allocation Fund3 are 2015 Fundata FundGrade A+ Award winners!

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