Purpose Investments

Considering how massive budget deficits are reshaping bond yields and prices, our Head of Fixed Income, Sandy Liang, thinks that the bond playbook from years past is outdated. In light of these persistent challenges, we believe it’s time to explore alternative fixed-income strategies. Learn about our award-winning flagship alternative fixed-income fund, the Purpose Credit Opportunities Fund (TSX: CROP), in the video below. If you want to learn more, visit our fund page: https://rb.gy/7b86zz #fixedincome #alternativefixedincome #creditfund #bonds #bondmarket

It’s been hard to bet against the S&P 500 lately, but how much more can it keep growing? In a recent article by Wealth Professional, our Chief Market Strategist, Craig Basinger, gives insights on what's driving market gains and what potential challenges loom ahead. #markets #investing

Navigating the choice of currency hedging in global investments can be challenging. Understanding the broader market, economic trends, and personal risk tolerance are essential considerations when deciding to hedge. Should investors shield their portfolios from currency swings or embrace the potential gains and risks that come with exposure? In our latest Market Ethos, Craig Basinger discusses the impact of currency fluctuations, benefits and drawbacks of hedging, and investor-specific considerations. #investing #currencyhedging #riskmanagement

It’s been one year since we launched our actively managed portfolio solutions, designed to align with conservative, balanced, and growth risk profiles. Over the past year, these tailored portfolios have provided investors the flexibility and performance needed to navigate a dynamic market while simplifying the investment process and meeting diverse risk tolerances. Here’s to continued growth and success! Purpose Active Growth Fund: https://lnkd.in/gfKJx_QK Purpose Active Conservative Fund: https://lnkd.in/g5QVBWqw Purpose Active Balanced Fund: https://lnkd.in/gGC5_HD2 #investing #activelymanaged #riskprofile

Excited to share that Purpose Cash Management Fund (TSX: MNY) has recently crossed $1 billion in assets under management. In our latest article, we dive deep into the journey that led us here—from launching the world's first HISA ETF in 2013 to navigating today's complex economic landscape. We discuss our unique approach, the strategic positioning of MNY in a rate-cutting environment, and how we plan to keep pushing the boundaries of cash management. Read the article here: https://lnkd.in/gKy2fThK #cashETFs #HISA #cashmanagement #interestrates

While markets have moved higher over the past couple of months, history has shown that the weeks before a US election can be fraught with volatility. So what’s in store for investors as an incredibly tight election race draws to a close? In our latest Market Ethos, Craig Basinger discusses potential economic and policy changes that will impact investment strategies and offers insights on how investors can navigate the current uncertain political environment. #investing #election2024 #volatility

Many portfolios today are heavily weighted towards US equities, particularly the S&P 500, due to its strong recent performance. But what happens when the market changes? Should we be more mindful of risk and diversification? In our latest Portfolios with a Purpose, Brett Gustafson discusses the potential risks of overexposure to US equities and the importance of exploring global diversification. #investing #SP500 #usequities #portfoliodiversification

When markets rise, it often signals optimism... but what happens when earnings revisions tell a different story? In today's market environment, we're seeing a unique challenge: while stock prices are climbing, earnings projections are heading in the opposite direction. Could this signal a potential disconnect? How should investors navigate this unusual terrain? In this week's Market Ethos, Craig Basinger discusses the rising markets despite declining earnings revisions, what this could potentially mean, and why investors should prepare for volatility in the near term. #investing #earnings #marketcorrection #volatility

It's day two of the eastern leg of our Future of Portfolio Construction roadshow, where we've gathered industry experts and some of our top portfolio managers to discuss cutting-edge strategies for portfolio success! If you're an advisor in Calgary (Oct. 22) or Vancouver (Oct. 23) and would like to join this half-day CE credit event, reach out to our sales team here: https://lnkd.in/gZzTXysg #investing #portfolioconstruction #cecredit #roadshow

September did not come with the expected seasonal volatility, and Q3 ended with markets in very strong positions. Still, economic signals have been sending mixed messages, and the fog of the upcoming US election is looming large over markets. So, can this positive momentum hold? Craig Basinger and his team explore this question in depth in our latest monthly strategy edition of the Market Ethos. #investing #volatility #economicsignals