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ARTICLE ARCHIVE
5/26/2017 2:53:46 PM
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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.

 

The Analyst’s Desk
By Brian Bridger | Thursday, May 18, 2017

A SPECIAL REPORT FROM



Back in January, Fundata Canada announced the winners of the FundGrade A+™ Awards for 2016. Over 230 outstanding mutual funds and ETFs were honoured at the event, and just over 100 of these were first-time winners of the award. Now that we are one third of the way through 2017, I thought it would be interesting to look at funds that are potential first-time winners of the award this year.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 17, 2017

Like other funds in Invesco’s Trimark lineup, the Trimark U.S. Companies Fund is fairly concentrated, holding around 40 names, with a sector mix that is much different than its benchmark. At the end of March, the fund was overweight in technology and healthcare, which has given the portfolio a bit of a growth tilt, and has pushed valuation levels above those of the index.

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Financial Education
By Knowledge Bureau | Tuesday, May 16, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Are you thinking about retiring soon? One important consideration in this process is whether you should start your Canada Pension Plan (CPP) benefits early or late. Now that tax season is over for most people (proprietors have until June 15 to file their returns), this is a question tax specialists and their pre-retiring clients should be discussing sooner rather than later. In fact, anticipating the after-tax consequences of this decision can help spur on broader retirement planning activities.

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Estate Planning
By Margaret O'Sullivan | Monday, May 15, 2017



On April 26, 2017, with great fanfare, the White House announced bold proposals for tax reform, the primary objective of which is to stimulate economic growth. These reforms could be a real game-changer if they succeed in creating new jobs, fueling economic expansion, and making the U.S. more competitive – and dare I say it…making America great again.

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Fund Library News
By Fund Library News Wire | Friday, May 12, 2017

By Mike Keerma

* Cooling U.S. inflation sinks yields, flattens stocks.
* Excel debuts asset allocation ETFs.
* RBC launches global real estate ETF.
* Franklin Templeton introduces four ETFs.

* Stocks flat on the week. Softness in financial stocks held Toronto’s S&P/TSX Composite Index down for a hairline -0.3% loss on the week, despite some strength in resources, as crude oil gained 3.1% on the week. Canadian financials continued to feel the ripple effects of the troubles at alternative mortgage lender Home Capital Group Inc. (TSX: HCG), which saw a run on its deposits over the past couple of weeks and sought a $2 billion line of credit from a consortium of lenders to keep the company solvent as it prepares to sell assets. In the U.S., soft retail sales in April (up only 0.4%) and a cooling core inflation rate (1.9% year-over-year in April) helped push Treasury yields lower, as traders downgraded expectations of another two rate hikes by the Federal Reserve Board this year. The S&P 500 Composite Index retreated a relatively modest -0.4% on the week, while the Nasdaq Composite Index gained 0.3%, as investors continued to focus on earnings (still relatively strong in the first quarter) and economic growth.

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Thursday, May 11, 2017

The current equity bull market is getting long in the tooth. The last major stock market correction was in 2008-09, following the U.S. credit crisis, a contagion that then spread globally because our markets are tied together in many ways. If you are investing substantial sums in the current market environment, remember that now is not the time to be really aggressive, with only a couple of small exceptions.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 10, 2017



The other day, I was talking with an advisor, and as it often does, the subject of conversation turned to the equity markets and the current level of valuation. Regardless of the metric, valuations appear to be above historical averages, which increases the likelihood of a market pullback. The question then becomes, when this selloff happens, are you better with an actively managed fund or with a passive index product, like an index fund or an ETF?

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THE ETF INVESTOR
By Tyler Mordy | Friday, May 05, 2017



Emmanuel Macron (a Europhile) and Marine Le Pen (a Euroskeptic) have advanced to the second round of the French Presidential elections, to be held on Sunday, May 7. Macron currently leads in popular opinion polls. Even though most traditional opinion polls have lost credibility, political risks are clearly elevated in the eurozone. Should investors worry about the outcome?

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Fund Library News
By Fund Library News Wire | Friday, May 05, 2017

By Mike Keerma

* Stocks buoyed by earnings, U.S. jobs.
* Middlefield merges funds.
* Desjardins adds to multifactor ETF lineup.


The major U.S. stock indices rallied late in the week, bouncing back from a mid-week slide, as market were buoyed by a 211,000 gain in U.S. non-farm payrolls in April and a 4.4% unemployment rate. The S&P 500 Composite Index edged up 0.6% on the week, while the Nasdaq Composite Index gained nearly 1%. Both benchmarks recorded record high closes on Friday as quarterly earnings continue to exceed expectations. Energy stocks rallied during the week, propelled by crude oil which rose on Friday following a report from Saudi Arabia that Russia will join Opec in curtailing production in an effort to shrink a global supply overhang that’s been keeping prices below US$50 per barrel. Toronto’s benchmark S&P/TSX Composite Index also rallied on Friday led by resource issues as msot commodity prices rallied late in the week. However, on the week, gold was still down -3.3% and crude oil slid -5.5%.

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TAX PLANNING
By Samantha Prasad | Thursday, May 04, 2017



By Samantha Prasad and Ryan Chua, Minden Gross LLP

Last year, the federal government altered the rules for the principal residence exemption (PRE) by closing some loopholes surrounding the capital gains exemption as they relate to the sale of your home as well as making changes related to ownership of a principal residence by a trust. I detailed these in the previous articles in this series. But the feds aren’t quite done with you yet. There are changes to the so-called “Plus One” rule as well as to reporting requirements.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 03, 2017

In June, PowerShares 1-5 Year Laddered Corporate Bond Index Fund, an index-tracking mutual fund, will undergo its annual reconstitution. The five shortest-duration bonds will be removed from the index and replaced with 10 bonds that have a term to maturity of five years are added in their place. How is this change likely to impact the portfolio performance of the fund?

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The Analyst’s Desk
By John Krisko | Monday, May 01, 2017

A SPECIAL REPORT FROM



Returns-Based Style Analysis is a robust tool used to describe the investment style used by a portfolio manager. In a previous article, I looked at how RBSA can be used to help investors capture a statistical picture of a fund manager’s style to see whether it fits with the investor’s financial objectives and risk-tolerance levels. Since then, a new tool has been developed with significantly increased capabilities that allow us to conduct the analysis on a rolling basis for large datasets. To that end, let’s use the tool to look at another of the Canadian mutual fund “greats,” five-time FundGrade A+™ Award-winning TD Entertainment & Communications Fund.

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Fund Library News
By Fund Library News Wire | Friday, April 28, 2017

By Mike Keerma

* Upbeat earnings spur U.S. markets, while TSX lags.
* Mackenzie adds to income fund lineup.
* Front Streeet proposes fund merger.

* Upbeat earnings spur U.S. markets, while TSX lags. U.S. stock markets closed Friday noticeably higher on the week, as first-quarter earnings reports continued to exceed analysts’ estimates, especially among technology stocks, where both Alphabet Inc. (NASDAQ: GOOG) and Amazon.com Inc. (NASDAQ: AMZN) reported street-beating earnings. In addition, markets were buoyed by the prospect of personal and corporate tax cuts announced by President Donald Trump on Wednesday. The S&P 500 Composite Index advanced 1.5% on the week and 1% on the month. The tech-weighted Nasdaq Composite Index advanced 2.3% on both the week and the month. Toronto’s S&P/TSX Composite Index shaved a hairline 0.2% on the week as the financial sector lost ground on investor anxiety over troubled mortgage lender Home Capital Group Inc. (TSX: HCG). The Index gained only 0.3% in April overall, while crude oil and gold prices slipped on the week, with crude oil prices sliding -3.0% during the month.

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Financial Education
By Knowledge Bureau | Thursday, April 27, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

As the May 1 personal tax filing deadline approaches, it’s appropriate to be reminded of the tax audit season that follows, especially for new couples. Filing errors in reporting marital status, and especially common-law relationships, could be the first big challenge when faced with a tax review.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 26, 2017



TD Asset Management has long had one of the most respected fixed-income teams on the street and has consistently delivered returns that are in line with the FTSE/TMX Canadian Bond Universe, with comparable levels of volatility. A good example is the TD Canadian Core Plus Bond Fund, which is very similar to the highly-regarded TD Canadian Bond Fund. The main difference is that the Core Plus offering allows the managers the ability to invest up to 30% of the fund in “non-core” investments such as high-yield bond and investment-grade global bonds. Let’s have a look at how this strategy has worked.

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Estate Planning
By Margaret O'Sullivan | Tuesday, April 25, 2017



With increasing globalization of people and their assets, a growing and often hidden threat is multiple taxation on death. Different countries tax in different ways on death, and when those laws collide, the same assets can be exposed to double and even triple tax or more.

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Fund Library News
By Fund Library News Wire | Friday, April 21, 2017

By Mike Keerma

U.S. stock markets closed Friday with slim losses on the day, but advanced on the week as President Trump announced he would be releasing a “massive tax cut” package next week. Markets have been generally leery of the Trump Administration’s policy announcements, particularly after the recent failure of the bill to replace Obamacare to make it to a vote in the House of Representatives. In addition, economists are expecting a softening of economic growth in the first quarter with next Friday’s release of quarterly GDP numbers. The S&P 500 Composite Index advanced 0.9% on the week, while the Nasdaq Composite Index gained 1.8%. Toronto’s benchmark S&P/TSX Composite Index meanwhile gained a modest 0.5% on the week, as crude oil prices softened in the wake of growing U.S. production and the lack of any evidence that purported Opec production cuts are having any impact on prices at all. The price of gold also softened on the week, as geopolitical concerns faded from the headlines

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TAX PLANNING
By Samantha Prasad | Thursday, April 20, 2017



The tax-filing deadline is almost upon us. For your 2016 tax return, the government has made a few changes to various credits and deductions, and has added some services, which it says are designed to make the painful act of filing taxes less painful. We’ll see. Here’s a summary of the tax changes you should be aware of when filing your 2016 return.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 19, 2017

Managed by the team of Benoit Gervais and Onno Rutten, Mackenzie Precious Metals Class invests in companies involved in the exploration, refining and production of precious metals. Funds in the Precious Metals Equity category are by nature highly volatile. Acknowledging this fact, the managers use something of a unique approach to selecting portfolio holdings.

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THE ETF INVESTOR
By Tyler Mordy | Monday, April 17, 2017



Populism is on the increase around the world – according to one study, back to the levels of the 1930s. That catapults many unknowns into the decision-making process. How can this uncertainty be mitigated? What follows is our response.

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