Last updated: Nov-20-2014

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A unique forum for articles, insight, and opinion from Canada’s leading money managers and investment professionals.
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News, views and advice on markets, investments, and wealth management.
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Latest articles in the Fund Library

By Bruce Loeppky  | Thursday, November 20, 2014

Do you think you’ve saved enough for retirement? Do you think you’ll ever retire? Research from such organizations as the Conference Board of Canada shows that Canadians approaching retirement are more worried than ever about their ability to fund their golden years. I’ve identified three key areas where the anxiety is the highest, and proposed some solutions.


By Dave Paterson | Wednesday, November 19, 2014

Today, the Fidelity Income Allocation Fund is a tactically-focused fund that invests in a mix of fixed-income asset classes and income-oriented equities. Before July 2010, it was a dramatically different offering, known as the Fidelity Monthly High Income Fund, which invested primarily in income trusts. The downside is that this makes it difficult to get a sense of the longer term performance of the fund, because anything before 2010 is not applicable.


By Brian Bridger | Tuesday, November 18, 2014


Markets never go up in a straight line. The past few months have reminded us of that market maxim in a very graphic way. Even in a secular bull market, there will be corrections and periods of high volatility along the way. Modern Portfolio Theory has demonstrated that the simplest way to guard against experiencing big losses during these periods is to construct a well-diversified portfolio that includes securities that are not highly correlated. Here’s how it’s done.

Cut volatility, maintain return


By Gordon Pape | Monday, November 17, 2014


I receive a lot of questions from readers, so every few weeks I’ll answer some of them in this space. Here is the latest batch, including questions about iShares Conservative Allocation ETF, the best short-term investment to park cash, and eligibility for maximum CPP benefits.


By Fund Library News Wire | Friday, November 14, 2014

* BMO grows its ETF stable
* Top fund categories for October
* Stock markets float higher


More recent articles

By Robyn K. Thompson | Friday, November 14, 2014
By Samantha Prasad | Thursday, November 13, 2014
By Dave Paterson | Wednesday, November 12, 2014
By Wilfred Hahn | Tuesday, November 11, 2014
By Patrick McKeough | Monday, November 10, 2014
By Fund Library News Wire | Friday, November 07, 2014
By Robyn K. Thompson | Friday, November 07, 2014
By Olev Edur | Thursday, November 06, 2014
By Dave Paterson | Wednesday, November 05, 2014
By Gordon Pape | Monday, November 03, 2014
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