Equity, bond, and currency markets have exhibited exceptionally low volatility so far in 2024. But our portfolio managers are expecting increased volatility come fall. With its contingent downside protection, we believe the Purpose Structured Equity Yield Fund will be well-positioned to manage this expected volatility. On a risk-adjusted basis, the fund generates attractive income with reduced equity exposure, minimal duration risk, and no credit risks. Watch the video below to hear portfolio manager Jason Z. Chen, CFA, FRM answer your top questions on the fund. If you want to learn more, check out the fund page on our website: https://rb.gy/hr2uwu #investing #equityfunds
About us
Purpose Investments is built around a simple yet powerful idea – creating better investment outcomes for all investors. We manage over $20B in assets through some of the highest-quality investment funds in Canada. We have built a modern discipline of investment management, rooted in our history of rules-based processes and complemented with the best active management in specialized asset classes and strategies, and strengthened by our commitment to managing risk every step of the way. We know that we have to be at the forefront of innovation, driving change to make investing smarter, safer, fairer and more open. We do everything with one person in mind – you, the investor. We fundamentally believe that achieving goals is about more than just beating a benchmark; it’s about building a resilient portfolio with strategies designed for specific outcomes, such as sustainable growth, reliable income, capital protection and uncorrelated returns. Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. Always read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain statements presented are prepared as a general source of information and are not intended to provide any specific individual advice to purchase funds. The opinions and any forward-looking statements, are solely those of Purpose at the date of posting, are subject to change without notice and are not guarantees of future performance or events and involve risks and uncertainties. Important disclosures: https://www.purposeinvest.com/legal
- Website
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https://www.purposeinvest.com
External link for Purpose Investments
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Toronto, ON
- Type
- Privately Held
- Specialties
- Asset Management, ETFs, Mutual Funds, Risk Management, Active Investing, Cash, Fixed Income, Alternative Investments, Pension Portfolios, Funds, Equity Growth Funds, Exchange Traded Funds, Equity Income, Money Market Funds, Equity Growth, Alternative Strategies, Private Asset, Investment Strategy, TFSA, RRSP, Advisor, Advisor and investor partnerships, Balanced Portolios, Private Assets, Credit Strategies, and Private Debt
Locations
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Primary
130 Adelaide St. West
Suite 3100
Toronto, ON M5H 3P5, CA
Employees at Purpose Investments
Updates
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The divergence between energy commodities and equities has been more pronounced than usual, with the latter showing resilience in the current macro environment. Could the relative strength of energy stock performance signal potential overvaluation and a disconnect from fundamentals? Derek Benedet gives his thoughts in our latest Market Ethos. #investing #energy #TSX #energyequities
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With the market sell-off earlier this month, the dreaded R-word – recession – is once again front and centre in many investors’ minds... but are these fears truly warranted? Craig Basinger, our Chief Market Strategist, was recently featured in Globe Advisor and shared his thoughts. #investing #recession #markets #selloff
As the R-word resurfaces, bad economic news is bad for investors once again
theglobeandmail.com
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Today on BNN Bloomberg, portfolio manager and tech sector expert, Nick Mersch, spoke on his outlook for the tech market, the AI spending boom, and his take on the future for big tech firms like NVIDIA. Check out his interview below. #NVIDIA #tech #markets #techoutlook #AI #NVDA #semiconductors
Nick Mersch on AI and Tech - BNN Bloomberg
bnnbloomberg.ca
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The evolving bond market is seeing more buyers sensitive to yield changes, which could stabilize yields and reduce volatility. What might this shift in bond buyer profiles and a significant supply of bonds mean for your investment strategy? In our latest Market Ethos, Craig Basinger discusses the changing bond buyer profiles, supply and demand dynamics, and the implications for yield volatility. #investing #bonds #volatility
Elasticity of Yield Demand
Purpose Investments on LinkedIn
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As summer continues, it's natural to dream about taking a break from the daily grind. But for those in the financial world, clocking out isn't an option; markets are always in motion, demanding constant attention. While some strategies may run on autopilot, the reality is that proper portfolio management requires a relentless focus. In our latest Portfolios With a Purpose, Brett Gustafson discusses balancing long-term strategies with short-term opportunities, the importance of humility, and why advisors need to remain flexible in their decision-making. #investing #advisoradvice #investmentstrategies
Portfolios With a Purpose – Always On
purposeinvest.com
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The last few weeks have been trying for markets, especially in the tech sector. While this volatility has certainly not been for the faint of heart, the story looks much different if we zoom out. In our latest What the Tech, Nick Mersch discusses the recent volatility in the markets, the continued capital expenditure in AI and cloud infrastructure, and AI revenue growth. #investing #ai #volatility #semiconductors
Turbulence
purposeinvest.com
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Is the economy headed for a downturn? Recent data and falling bond yields suggest rising concerns... but is it time to worry just yet? In this week's Market Ethos, Craig Basinger discusses the softening economic indicators juxtaposed with robust financial conditions and the uncertainty surrounding a recession. #investing #recession #economicoutlook
Recession Flip-Flop Talk
Purpose Investments on LinkedIn
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It was not that long ago that markets were making new highs as inflation cooled, the global economy was improving, and it seemed like a Goldilocks environment. So, what just happened? In our monthly strategy edition of the Market Ethos, Craig Basinger and his team discuss the recent market declines, bond market caution, and US election year considerations. #investing #inflation #bonds #marketcorrection
What Did We Just Hit?
Purpose Investments on LinkedIn
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What just happened to markets? The S&P was down 4.2% in early trading – a 10% decline from its high in mid-July, and the NASDAQ dropped off 13% from its July high... but this wasn't even the "big" story. In our latest Market Ethos, Craig Basinger discusses a very rapid unwind of a very popular carry trade (i.e., the root cause) and delves into carry trade dynamics and how we got here. #investing #volatility #yen #carrytrade
Carrymageddon
Purpose Investments on LinkedIn