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ARTICLE ARCHIVE
12/12/2017 9:24:31 AM
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Opinions expressed in articles published on this site are solely those of the contributing authors and do not necessarily represent the views or opinions of The Fund Library, its staff or affiliates.

 

Financial Education
By Knowledge Bureau | Tuesday, December 12, 2017

A SPECIAL REPORT FROM KNOWLEDGE BUREAU



By Evelyn Jacks

The tax take is much more significant than first thought. The Parliamentary Budget Officer (PBO) released a report on November 23, 2017, that suggests the revenue increase from proposed new taxes on passive income earned in a small business corporation will be as high as $6 billion dollars annually by the time the full effects of the changes are implemented. This is much more than the initial $250 million figure first suggested by the Department of Finance, and still only a best guess.

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Fund Library News
By Fund Library News Wire | Friday, December 08, 2017

By Mike Keerma

* Arrow debuts actively-managed bond ETF .
* First Asset closes covered call ETF.
* iA Financial launches a barrage of new funds and portfolios.
* Mackenzie’s new RI ETF begins trading.
* Desjardins launches adds to controlled volatility ETF lineup.
* Invesco switches exchanges for PGL.
* Mutual fund assets balloon to $1.47 trillion in October.

* Arrow debuts actively-managed bond ETF . Toronto-based portfolio manager Arrow Capital Management Inc. launched its first actively managed exchange-traded fund, the Exemplar Investment Grade Fund (TSX: CORP), which aims to remove interest rate exposure of corporate bonds, thereby protecting investors from capital losses due to rising rates. The fund, sub-advised by East Coast Fund Management Inc., uses a credit strategy aiming for attractive risk-adjusted returns with low volatility and capital preservation.

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Fund Library News
By Fund Library News Wire | Friday, December 08, 2017

By Mike Keerma

The main North American stock market gauges turned higher on the week following the release of robust U.S. job-creation data. Markets also cheered progress between the U.K and the European Commission on Brexit talks. The broad U.S. blue-chip S&P 500 Composite Index advanced 0.4% on the week, closing at a record high on Friday, while the Nasdaq Composite Index ended the week flat. The Dow Jones Industrial Average also closed Friday at a record high of 24,329.16. Canada’s benchmark S&P/TSX Composite Index gained 0.4% on the week. Gold slid 2.6% on the week, while crude oil dropped 1.7% on rising U.S. production and increasing gasoline inventory.

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DUE DILIGENCE
By Dave Paterson | Wednesday, December 06, 2017



Mawer Canadian Equity Fund has very simply been one of my favourite funds in the Canadian Equity category for some time now, with Mawer’s disciplined, research-driven approach being one of the main reasons why. The fund ranks consistently in Fundata’s monthly FundGrade™ A ratings, and has won the FundGrade A+® Award every year since the Award’s debut.

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The Analyst’s Desk
By Reid Baker  | Monday, December 04, 2017

A SPECIAL REPORT FROM



In the world of responsible investing, there are mutual fund companies that invest according to strict Environmental, Social, and Governance (ESG) principles. In other words, the first set of screening they do eliminates the companies that do not meet their ESG standards. However, if you look into the details of the portfolio (most ESG investors will), you might find some puzzling names. You might ask yourself for example, why does this XYZ Responsible Investing fund hold banks and oil companies? And what makes this XYZ Responsible Investing fund so different from this regular ABC Canadian Equity Fund? This is where the MSCI ESG Fund Metrics come in.

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Fund Library News
By Fund Library News Wire | Friday, December 01, 2017

By Mike Keerma

* Stock indices edge down on Washington volatility contagion.
* Bank profits soar.
* Manulife re-opens flagship fund.
* Manulife launches two multi-factor ETFs
* Horizons debuts robotics ETF.

* Stock indices edge down on Washington volatility contagion. The major North American stock indices turned in mixed results last week, as turmoil in Washington, DC on Friday infected markets on Friday and resulted in selloffs and losses on the day for all the main market gauges. The blue-chip S&P 500 Composite Index was the only benchmark to advance on the week, gaining 1.5%. Toronto’s S&P/TSX Composite Index drifted down 0.4% through the week, as strong bank earnings and a positive jobs report failed to overcome slipping crude oil, which lost 1.1% on the week. The Nasdaq Composite Index also fell 0.6% on the week.

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TAX PLANNING
By Samantha Prasad | Thursday, November 30, 2017



As year-end approaches, parents with kids in post-secondary schools are starting to add up the first-semester bills. And they can be big ones. Fortunately, there is some tax relief at hand in the form of assorted deductions and credits for students. By keeping yourself well informed about these, you can ensure you’ll get at least some of that money put back into your hands. Keep in mind, however, that the 2017 federal budget cut the amount of refundable money available. So here’s a lesson for parents in student tax savings, starting with the two biggies: the tuition and education credits.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 29, 2017



Low-volatility funds continue to be a popular choice with investors and advisors. One of the worries I have had with these funds is that many are trading at valuation levels that are well above the broader market. That is one of the appealing factors of the SEI Global Managed Volatility Fund offering, which trades at valuations well below the broader market and its peer group. It garnered the FundGrade A+® Award in 2016.

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Fund Library News
By Fund Library News Wire | Tuesday, November 28, 2017



By Joe Davis, Global Head, Investment Strategy Group, Vanguard Group, Inc.

As interest rates in Canada trend upward, monetary policy in the United States is likewise returning to normal after a decade of extraordinary measures to stimulate economic growth. As Vanguard forecast last year, the United States Federal Reserve is entering on “Phase Two” of its path to policy normalization: the reduction of its balance sheet of about $5.7 trillion in securities (mostly U.S. government bonds) acquired as part of the Fed’s economic stimulus efforts during and after the global financial crisis. ( Figures cited are in Canadian dollars, at October 2017 exchange rates. )

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Fund Library News
By Fund Library News Wire | Friday, November 24, 2017

By Mike Keerma

With third-quarter earnings beating expectations and major retailers getting a boost from the Black Friday sales push, the major North American equity indices posted weekly gains for the first time in three weeks. Ebullient retail sales numbers buoyed markets as online U.S. retail giant Amazon.com Inc. (NASDAQ: AMZN) and bricks-and-mortar retailer Macy’s Inc. (NYSE: M) led the markets higher, advancing 5.3% and 3.5%, respectively, on the week. An uptick in the U.S. rate of inflation in October raised market expectations of a Federal Reserve Board rate hike in December, supported by a flattening yield curve, with the spread between the 2-year U.S. Treasury note and the 30-year bond narrowing to 0.60 of a percentage point, its tightest spread in a decade. The S&P 500 Composite Index advanced 0.9% on the week, while the Nasdaq Composite Index gained 1.6%. Toronto’s benchmark S&P/TSX Composite Index gained 0.7% on the week, as energy stocks rose on a 4.3% weekly advance in the price of crude oil.

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Fund Library News
By Fund Library News Wire | Friday, November 24, 2017

By Mike Keerma

* Horizons launches Nasdaq Canada ETF .
* Excel merges equity and balanced funds.
* TD launches two new global bond funds.
* Counsel merges two funds, renames four others.
* Mackenzie launches three new ETFs.

* Horizons launches Nasdaq Canada ETF. Horizons ETFs Management is partnering with Inovestor Inc. on its new Horizons Inovestor Canadian Equity Index ETF (TSX: INOC), which tracks the Nasdaq Inovestor Canada Index. The fund has a Canadian-focused mandate and holds high-quality Canadian stocks. The Index consists of 25 equal-weighted large-capitalization, Canadian-listed companies, which trade at a reasonable price with the best rankings in Inovestor's StockPointer stock selection model.

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Fund Library News
By Fund Library News Wire | Thursday, November 23, 2017



By Kurt Reiman, Director, Chief Investment Strategist for Canada

After a sharp 10% appreciation versus the greenback from May through September, the Canadian dollar is now sitting pretty close to its long-term fair value, as measured by purchasing power parity. Many investors are therefore wondering: Can the Canadian dollar break above its recent highs, or was this just another flash in the pan? In our view, most of the good news for the loonie is in the rear-view mirror. Here are six key reasons why the loonie could face further resistance ahead.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 22, 2017

There is no denying that technology plays a key role in the U.S. economy, both in terms of innovation and invention, as well as the available investment opportunities. Technology is the largest sector in the S&P 500, representing nearly 20% of the market capitalization. The Fidelity Technology Innovators Fund has taken advantage of this trend, with the Series F posting a 5-year average annual compounded rate of return of 29.15%, compared with 8.1% for the S&P/TSX Composite Total Return Index.

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Financial Education
By Knowledge Bureau | Tuesday, November 21, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Knowledge Bureau Staff

With the recently proposed tax reforms, more doors continue to close on opportunities for income-splitting between spouses. However, there is still one key strategy – the inter-spousal loan – that can minimize tax where one person in the couple earns significantly more than the other.

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Fund Library News
By Fund Library News Wire | Thursday, November 16, 2017

 

By Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments.

With more than 500 exchange-traded funds (ETFs) listed in Canada, how do you pick the right one for your portfolio? That’s where it all starts. I suggest there are four key criteria for selecting an ETF that can help achieve your investment goals. Your financial advisor can work with you to assess the four criteria during your search.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 15, 2017



Invesco’s Powershares ETFs have been a strong competitor in the market for some time now. In the fixed-income space, I have two particular favorites, PowerShares Senior Loan Index ETF (TSX: BKL.F) and the PowerShares Tactical Bond ETF (TSX: PTB). Here’s a closer look at these funds.

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Financial Education
By Knowledge Bureau | Tuesday, November 14, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

A few weeks ago, the financial news of the day involved a controversy about the taxation of employee benefits. The Canada Revenue Agency (CRA) was enforcing its interpretation of the law in relation to the taxation of the benefit of receiving employee discounts at work. After a political outcry, CRA backed down, leaving several question marks.

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THE ETF INVESTOR
By Tyler Mordy | Monday, November 13, 2017



Japanese Prime Minister Shinzo Abe’s bold bet on an early election has paid off. Last month, his Liberal Democratic Party (LDP) and its coalition partners scored a thumping victory, securing a “super majority” in both houses of parliament. Japan’s Nikkei 225 Index continues its uptrend. Is it durable?

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Thursday, November 09, 2017

This has been a pretty good year, all things considered. The European and Asian economies are moving along smoothly and America is chugging along. Canada has done its part by posting strong economic results even as oil prices have remained generally low. Our dollar even made some nice gains even as oil prices remained low through most of the year, which doesn’t normally happen. That is where we got the “petro currency” tag some years back. But as always, there are growing risks and storm clouds brewing.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 08, 2017



In the bond space, there are few shops that are as well respected as Canso, the managers of the FundGrade™ A Grade Lysander-Canso Corporate Value Bond Fund. It’s a “go anywhere,” unconstrained, value-focused bond fund. Using a very thorough, fundamentally-driven credit analysis process, lead manager John Carswell and the team at Canso Investment Counsel look to build a concentrated portfolio of investment-grade and high-yield bonds. The strategy has clearly worked, as the team has delivered consecutive FundGrade A+ Awards in 2015 and 2016.

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