Last updated: Jul-06-2015

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Latest articles in the Fund Library

By Olev Edur | Tuesday, July 07, 2015


Now that Greek citizens have voted overwhelmingly against further eurozone financial controls, the Greek debt fiasco has entered unknown territory. Dire predictions abound. But Matt Peden, Toronto-based vice-president and portfolio manager at Invesco, and lead manager of the multi-year Fundata FundGrade A+  award-winning Trimark Europlus Fund, is relatively sanguine. Having delivered an average annual compound return of 17.2% for the five-year period ended May 31, 2015 (one of the best in the European equity fund category), he’s been taking profits and is well positioned to acquire any bargains that might arise, whatever may happen.


By Patrick McKeough | Monday, July 06, 2015

BMO Low Volatility U.S. Equity ETF (TSX: ZLU) aims to invest in a portfolio of low-beta U.S. stocks. The fund has a 0.30% MER and yields 2.0%. But beta isn’t necessarily always a reliable guide to potential future volatility or long-term performance. Here’s why you should treat claims to “low volatility” using beta with caution.


By Fund Library News Wire | Friday, July 03, 2015

North American stock markets lost ground on the week, as June month-end on Monday brought both traditional quarterly window dressing by funds and large investment pools unwinding losing positions combined with sometimes over-the-top media blather about the Greek debt “crisis,” as if it were a thunderclap out of the blue. By week’s end, stock markets had stabilized and even recovered a bit of lost ground, prompting some puzzled media types to wonder why markets weren’t “freaking out more” over the Greek government’s decision to default on its debt! Canadian investors didn’t need any other reason than Canada’s declining economic output, which shrank -0.1% month over month in April, its third consecutive monthly contraction, weighed down by the shrinking energy sector. The S&P/TSX Composite dropped nearly -1% on the week, losing -3.0% overall in June, and retreated -2.3% in the second quarter.



By Robyn K. Thompson | Friday, July 03, 2015

Q – I received a Notice of Reassessment from the Canada Revenue Agency, which hiked my 2014 tax payable by a couple of thousand dollars. In addition, I’m told that in September, I’ll have to start quarterly income-tax instalment payments for 2015. They’re threatening to levy penalties and interest if I don’t pay up right away. I think there’s been some sort of mistake, but I can’t ever seem to contact anyone at the Canada Revenue Agency to sort things out. Do you have any advice on what I can do? – Jill B., Newmarket, Ontario


By Dave Paterson | Wednesday, July 01, 2015

Investing in exchange-traded funds (ETFs) used to be pretty straightforward. All you needed to do was figure out what asset class you wanted to gain exposure to, and then buy the fund or funds that provided exposure to those indices. It was pretty simple really. You had your big market-capitalization indices like the S&P/TSX Composite, S&P/TSX 60, S&P 500, and MSCI EAFE for your equity components, and then there were ETFs based on the various PC Analytics DEX indices (now called the FTSE/TMX Canada Indices) to cover your fixed-income needs. But about 10 years ago, with the invention of something called “smart beta,” that all started to change.


More recent articles

By Doug Nelson | Tuesday, June 30, 2015
By Gordon Pape | Monday, June 29, 2015
By Fund Library News Wire | Friday, June 26, 2015
By Robyn K. Thompson | Friday, June 26, 2015
By Fund Library News Wire | Thursday, June 25, 2015
By Dave Paterson | Wednesday, June 24, 2015
By Bruce Loeppky  | Tuesday, June 23, 2015
By Patrick McKeough | Monday, June 22, 2015
By Fund Library News Wire | Friday, June 19, 2015
By Robyn K. Thompson | Friday, June 19, 2015
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