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ARTICLE ARCHIVE
12/5/2016 9:59:51 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.

 

Fund Library News
By Fund Library News Wire | Tuesday, November 29, 2016



By Karl Cheong, Senior Vice President, First Trust Portfolios Canada.

Sectors are a segment of the economy in which businesses share a similar product, service or function. For instance, the Consumer Staples sector includes industries such as food products, household products, and beverages. With sector ETFs, you own a diversified basket of similar companies targeting different segments of the economy, which reduces the risk of owning an individual stock. Sector ETFs can also help investors pursue a variety of strategic and tactical investment goals such as sector rotation strategies or thematic investing.

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The Analyst’s Desk
By Reid Baker  | Monday, November 28, 2016

A SPECIAL REPORT FROM



At this time of year investors generally start to think about their portfolios and the year that was. This inevitably leads to thinking about what went wrong, what went right, and what’s going to be right for next year. After all, next year, or the next five or 10, is the most important time-frame for investors despite the fact that all the performance numbers and rankings that you see are based on the past. Of course, you need to consider past performance before assessing the future. Fortunately, there’s a purely quantitative way to do that using Fundata’s FundGrade™ rating system.

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Fund Library News
By Fund Library News Wire | Friday, November 25, 2016

By Mike Keerma

Stock markets added to post-U.S. election gains again last week, as the S&P 500 Composite Index closed at a record high on a trading week shortened by the U.S. Thanksgiving holiday on Thursday and a half-day session on Friday. The Nasdaq Composite Index likewise closed at an all-time high on Friday. Both U.S. indices gained 1.4% on the week. Toronto’s benchmark S&P/TSX Composite Index, meanwhile, also racked up impressive gains, advancing 1.4% on the week, and climbing over the 15,000 level for the first time in more than a year and is now ahead nearly 16% year to date. Gold lost more ground last week, dropping to US$1,180 per ounce, for a -2.0% loss on the week, its fourth consecutive weekly loss.

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INSURANCE
By Susan Yates | Thursday, November 24, 2016



Would you feel you were receiving excellent medical care if your doctor wrote five prescriptions or fewer in the previous year? Would you ever think of using a real estate agent who only had five or fewer transactions in the previous year? Would you call a plumber who put in five or fewer tap sets in a year? Chances are you would not, because “volume” speaks to professional knowledge and, perhaps, competence. Surprisingly, however, a recent study showed more than half of life insurance advisors sold fewer than five policies in the previous year. Scary? You bet! In this month dedicated to financial literacy, let’s take a look at some of the things you should know about life insurance and how it’s sold.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 23, 2016

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The bond market continues to be a challenging place for investors. Coming into 2016, many experts thought it was near certainty that the Federal Reserve would be moving rates higher several times over the year. Turns out the experts were wrong, and we may see the Fed hike rates for the first time this year next month. In this environment, do short-term bonds still have a place in fixed-income portfolios? For those inclined that way, there is at least one ETF that does: the multi-year FundGrade A+™ Award-winning BMO Short Corporate Bond Index ETF (TSX: ZCS).

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Financial Education
By Knowledge Bureau | Tuesday, November 22, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Are you managing your assets with tax efficiency? This year make sure both you and your spouse review your personal net worth statements to ensure you take advantage of every tax benefit available. Here are three important year-end tips to consider.

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Fund Library News
By Fund Library News Wire | Friday, November 18, 2016

By Mike Keerma

Major stock made advances for another week last week, with some reaching record levels, as the U.S. dollar index spiked to 13-year highs and the yield on the U.S. 10-year Treasury notes touched fresh year-to-date highs. Meanwhile, Federal Reserve Board Chairwoman Janet Yellen gave the clearest indication yet that a rate hike is due “relatively soon,” with analysts reading that to mean the Fed is likely to pull the trigger in December. The S&P/TSX Composite Index posted a 2.1% weekly advance, as financials and energy gained momentum. The U.S. blue-chip S&P 500 Composite Index also edged up 0.8% on the week, while the Nasdaq Composite Index gained 1.6%. Gold lost 1.3% on the week, continuing its downtrend for a second straight week.

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Fund Library News
By Fund Library News Wire | Thursday, November 17, 2016

By Mike Keerma

* Franklin Templeton launches new fixed-income funds
.
* Horizons consolidates units of VIX Bull Plus ETF.
* BMO terminates bond ETF.

* Franklin Templeton launches new fixed-income funds.
Franklin Templeton Investments Corp. debuted the Franklin Quotential Fixed Income Portfolio and Franklin Bissett Canadian Government Bond Fund that it says are for investors seeking diversified fixed-income investments to help manage risk.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 16, 2016



Low-volatility funds have become quite popular of late, as many investors look for ways to protect their nest eggs from the sometimes steep ups and downs of the market. That’s become even more of a concern for some investors who fear that the election of Donald Trump as U.S. president might result in greater political uncertainty, leading potentially to greater equity market volatility. Hence the growing popularity of low-volatility funds such as the RBC QUBE Low Volatility Canadian Equity Fund.

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Financial Education
By Knowledge Bureau | Tuesday, November 15, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

For several years now, the prescribed interest rate applied to spousal loans has been set at 1%, but that could change if interest rates rise in 2017. Are you taking advantage of the opportunity to transfer capital to a spouse with a bona fide loan at the current low interest rate?

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THE ETF INVESTOR
By Tyler Mordy | Monday, November 14, 2016



Donald J. Trump claimed the U.S. presidency in last Tuesday’s general election. While this may be another “unthinkable,” no one should be surprised. Rising populist sentiment has been a defining feature of the post-crisis world. While a confluence of factors is driving discontent, an overriding theme is the perception that gains since 2008 have accrued to a wealthy few. Trump successfully tapped into those views and won. Clearly, America has sent a message to the political elite: “You’re fired!”

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Fund Library News
By Fund Library News Wire | Friday, November 11, 2016

By Mike Keerma

U.S. stock markets surged on the week, while the yield on the benchmark U.S. 10-year Treasury note, which had already been trending up since early July, climbed to 2.12% from 1.83% on Monday, its highest close since Jan. 11. Following Donald Trump’s victory in Tuesday’s U.S. presidential elections, and renewed Republican majorities in Congress, stock market sentiment became increasingly bullish, driving the S&P 500 Composite Index to a 3.8% weekly gain and the Dow Jones Industrial Average to record high close of 18,847.66, gaining 5.4% on the week. Declining commodity prices, led by gold, which lost -6.2% on the week, and crude oil, which retreated -2.2%, dampened Toronto’s benchmark S&P/TSX Composite Index, which nevertheless edged up 0.3% on the week.

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Estate Planning
By Margaret O'Sullivan | Thursday, November 10, 2016



It is quite remarkable to think that notwithstanding our increasingly aging demographic1, the recognition of the rights of older persons as a distinct group has been largely absent in the field of human rights. Only recently the rights of older persons as a distinct group have begun to emerge and slowly become reflected in legal thinking and legislative change. There is increasing movement towards creating a United Nations international declaration or convention on the rights of older persons, as older persons’ rights have not generally been expressly recognized at the international level. One of the objectives for creating an international convention is to provide a concrete overarching legal framework for use by government around the world, including by guiding policy-making in order to address the distinctive human rights issues faced by older persons.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 09, 2016



With the Bank of Canada expected to keep interest rates on hold for the next little while, bonds are likely to remain a positive contributor to portfolio performance and remain a great shock absorber for periods of heighted equity market volatility. iShares Canadian Universe Bond Index ETF (TSX: XBB) provides exposure to a diversified portfolio of Canadian government and investment-grade corporate bonds. It is a high-quality portfolio, with about 70% invested in government issues, and the balance in corporates.

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THE ETF INVESTOR
By Tyler Mordy | Monday, November 07, 2016



In general, presidential cycles offer very weak actionable trends and have been overstated in terms of their predictive value for market returns. Additionally, the U.S. political system is designed in such a way that the president (especially with no Congressional support) can’t exert too much power at any given time. Still, compared to a more predictable Clinton administration, a Trump presidency would almost certainly initiate an increase in market volatility as investors adjust to a new regime. Yet the actual election outcome will not be as binary as markets are predicting.

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Fund Library News
By Fund Library News Wire | Friday, November 04, 2016

By Mike Keerma

All the major North American stock indices ground down for the week, as the plunging price of crude oil (-9.3% loss on the week) sank Canada’s benchmark S&P/TSX Composite Index to a -1.9% weekly loss, while south of the border, pre-election jitters and an apparently more hawkish Federal Reserve wreaked havoc on both the S&P 500 Composite Index (down -1.9%) and the Nasdaq Composite Index (down -2.8%).

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Fund Library News
By Fund Library News Wire | Thursday, November 03, 2016

By Mike Keerma

* First Asset merges and winds up funds.
*
It’s a GAS: Auspice launches new ETF.
* Purpose launches two new income ETFs with option collars.
* OceanRock expands Meritas SRI Impact Investing holdings.

* First Asset merges and winds up funds. First Asset Investment Management Inc. announced the completion of the merger of First Asset Preferred Share Investment Trust (TSX: PSF.UN) with First Asset Preferred Share ETF (TSX: FPR) after close of business on Nov. 1, 2016. Each issued and outstanding unit of the PSF.UN received 0.29955 unit of FPR.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 02, 2016



I must admit I really like the theory behind fundamental ETFs. The goal of a fundamental approach is to weight companies in the index based on their financial health, rather than by their size. And one such fund that I’ve tracked is the iShares International Fundamental Index ETF (TSX: CIE). Has it lived up to the promise of the fundamental indexing theory?

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Fund Library News
By Fund Library News Wire | Monday, October 31, 2016



By Atul Tiwari, Managing Director, Vanguard Investments Canada Inc.

ETFs continue to gain momentum as global ETF assets reached a new record high of $3.3 trillion.1 Canada is a part of this popularity as ETF assets are well over $100 billion, with 20% growth year-over-year.2

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Fund Library News
By Fund Library News Wire | Friday, October 28, 2016

By Mike Keerma

Stock markets slipped into the red for the week, pressured by a global government bond selloff on Thursday, and a renewed investigation by the U.S. Federal Bureau of Investigation into presidential candidate Hillary Clinton’s use of a private email server while she was Secretary of State in the Obama Administration. The blue-chip S&P 500 Composite Index lost -0.7% on the week, while less-than-brilliant quarterly results from Amazon.com Inc. and Apple Inc. dragged the Nasdaq Composite Index to a -1.3% loss. Toronto’s benchmark S&P/TSX Composite Index fell -1% on the week, as the energy sector weakened following a -4.5% drop in the price of West Texas Intermediate crude oil on the week, after Opec members failed to reach a production-cap agreement.

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