Investment ideas, insights, and information
Each quarterly issue features timely investment articles and insights from the portfolio advisors that manage Scotia INNOVA Portfolios.
Inside this issue:
- A class of its own: Scotia INNOVA Portfolio Classes
- The bird's eye view
- A Look at the Markets
Monthly Investment Monitor
Monthly highlights of major events which drive financial markets along with perspectives on what they mean and why they matter.
Inside this issue:
- U.S. equity markets lead the pack this month
- German bond yields hit record low
- School of thought - RESPs
A Picture Is Worth A Thousand Words
Spotlight on Emotional Investing [PDF: 986 KB]
Investment decisions have financial and emotional implications. Key to a sound investment plan is ensuring your financial needs are aligned with your emotional needs. Read about how our natural emotional biases can shape the way we view our finances and interact with our investments, often subconsciously.
Spotlight on Risk [PDF: 646 KB]
Many of life's decisions are made based on risk tolerance. It's important to remember that, when it comes to planning for the long term, there's more to risk than meets the eye. Read about some of the key risk factors long-term investors contend with and how they can be managed.
Spotlight on ETFs [PDF: 177 KB]
Mutual funds have been a cornerstone for helping investors save for long-term goals such as retirement. More recently, ETFs have surfaced as another way to save. Learn about the benefits and differences between mutual funds and ETFs and which one is best suited for your portfolio.
Spotlight on Long-Term Investing [PDF: 394 KB]
In recent years, market volatility has caused some investors to abandon growth-oriented investments and their long-term financial plans. Find out more about the importance of stocks and keeping a long-term perspective for your portfolio.
Spotlight on Distributions [PDF: 182 KB]
Taxes on any mutual fund distributions are an unavoidable reality when investing outside a registered plan. Learn about what mutual fund distributions are, why they exist and how they are calculated.
Spotlight on Geographic Diversification [PDF: 262 KB]
Investing in different countries and regions allows investors to broaden the growth potential of their portfolios and to help reduce overall risk. Find out more about the merits of each and how recent events have called them into question.
Investing Essentials Video Series.
Finding the Right Asset Mix for you: 2:13 min
Like your favourite recipe, finding the right mix of ingredients for your investment portfolio is an essential part of reaching your financial goals. While determining the right mix can be a difficult task to achieve on your own, at Scotiabank, we're here to help.
Talk to a Scotiabank advisor about finding the right mix for your financial goals
Rethinking Risk: 2:05 min
Many of our investment decisions are based on our comfort with taking risks. It’s important to remember that, when it comes to planning for the long term, risk can managed with proper planning and the right balance of investments for each stage of your life.
Talk to a Scotiabank advisor about putting the elements of risk into perspective by developing a plan that’s right for you.
Staying Invested: 2:13 min
Something as simple as staying invested during the ups and downs in the markets can be an important strategy to help you benefit from the best performing days in the markets. This approach provides the potential for better overall portfolio performance over the long term.
Talk to a Scotiabank advisor about building a plan that's right for you.
Weather the unexpected through diversification: 2:08 min
Just like the weather, markets can be unpredictable. By building a diversified portfolio made up of a variety of investment types, you can help smooth your investment returns and benefit from potential gains from investments that are doing well.
Talk to a Scotiabank advisor about building a diversified portfolio.
Brush up on your mutual fund knowledge and learn how mutual funds can help you reach your investment goals.