Cougar Global Investments Macro-driven tactical asset allocation

FEATURED INSIGHTS

OUTLOOK & TACTICAL UPDATE

Shifting Narratives | Outlook & Tactical Update October 2023

Shifting Narratives

Unlike some market participants, our team is not yet convinced that a recession will be avoided. Nevertheless, the diversity of industries in the services sector may mean that any downturn could be moderate.

ADVISOR WEBINAR

Access our webinar now!

What if the Fed doesn’t cut rates?

Cougar Global's Investment Team explores how monetary policy, the bond market, and recession risks stand to reshape the investing landscape through 2024.

VIEWPOINTS

October Global Viewpoints

The investment implications of the ballooning U.S. budget deficit

Rising deficits, debt burdens and political gridlocks could limit lawmakers’ ability to respond if the economy stumbles.

Unique Philosophy

Our guiding belief is that the key to achieving attractive long-term compound returns is to avoid large intermittent losses.
We apply a dynamic top-down global macro asset allocation process that has a strong focus on downside risk management.

Learn More

Investment Strategies

We provide a range of investment solutions designed to meet clients’ specific portfolio needs. From specific alpha strategies to comprehensive investment goals, we strive to provide the outcomes and support necessary to build and maintain long-term relationships.

Our Models

Cougar Global Investments

Global Tactical Strategy — Conservative

For clients who have accumulated sufficient wealth and seek to begin making regular withdrawals for income requirements.
Cougar Global Investments

Global Tactical Strategy — Conservative Growth

For clients who may have occasional income needs and are willing to experience less volatility in seeking investment returns.
Cougar Global Investments

Global Tactical Strategy — Moderate Growth

For clients who have a longer-term investment horizon and can tolerate some volatility; the portfolio is designed for moderate levels of growth and volatility.
Cougar Global Investments

Global Tactical Strategy — Growth

For clients who have a long-term investment horizon and can tolerate higher volatility while seeking higher opportunities for growth.

Source: Cougar Global Investments. All investments are subject to risk. There is no assurance that any investment strategy will be successful.

Contact Us

Learn how our risk-tailored solutions can help you achieve your goals.

Contact Us

The future at your fingertips

  • Toronto Office: 200 King Street West Suite 1901 Toronto, Ontario M5H 3T4
  • T: 800.521.1195

Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

Privacy Policy   |   Accessibility   |   Terms & Conditions   |   ADV   |   Contact Us

Cougar Global Investments is an affiliate of Raymond James Investment Management. Learn more

©2023 Cougar Global Investments Limited. All rights reserved. Cougar Global is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) and with the United States Securities and Exchange Commission (SEC) as a Non-Resident Investment Advisor.