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ARTICLE ARCHIVE
5/30/2016 6:41:06 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.

 

DUE DILIGENCE
By Dave Paterson | Wednesday, May 25, 2016



Recently, an advisor wanted to know my thoughts on the Mawer funds. I’ve covered many of the Mawer offerings individually in Fund Library. It’s a great fund company, and they do a lot of things really well. That shows in the number of monthly FundGrade™ A Grade ratings they achieve and their track record in winning the annual FundGrade A+™ Awards for many of their funds. Here’s a look at the whole menu.

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Fund Library News
By Fund Library News Wire | Friday, May 20, 2016

Stocks edged up on the week as earlier concerns about the possibility of a hike in U.S. interest rates next month eased. Rising crude oil prices during the week helped buoy the energy sector, contributing to a rise of 1.2% on the week for the S&P/TSX Composite Index. The U.S. blue-chip S&P 500 Composite posted a hairline advance of 0.3% on the week, while the Nasdaq Composite Index rose 1.1%. As rate anxieties faded, gold retreated -1.7% over the week.

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Fund Library News
By Fund Library News Wire | Thursday, May 19, 2016

By Mike Keerma

* iA Financial launches three new seg funds.
* First Asset debuts preferred share ETF and long bond ETF.
* Horizons splits…and consolidates ETFs.

* iA Financial launches three new seg funds. iA Financial Group (Industrial Alliance Insurance and Financial Services Inc.) added three new segregated funds to its IAG Savings and Retirement Plan fund line-up.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 18, 2016

 

After struggling in 2009 and 2010, the Steadyhand Equity Fund has blossomed into one of the better Canadian focused equity funds available today. In fact, it received the Fundata A+ Award for three consecutive years from 2012 to 2014. The fund is managed by Gord O’Reilly of CGOV Asset Management using a fundamentally driven, benchmark-agnostic approach that strives to deliver investors absolute returns in all market conditions. Here’s a look under the hood to see what makes this award-winner tick.

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The Analyst’s Desk
By John Krisko | Tuesday, May 17, 2016

A SPECIAL REPORT FROM



The FundGrade A+™ RI Award is given annually to the best Responsible Investment funds in three broad categories: Equity; Balanced; and Fixed Income. Up to 10 years of risk-adjusted performance is considered for funds identified as Responsible Investment funds by the Responsible Investment Association (RIA).

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Financial Education
By Knowledge Bureau | Monday, May 16, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Tax season may be over, but you may have forgotten to claim a lucrative tax deduction or credit, like medical expenses, moving expenses, or the disability amount. How do you go about rectifying your oversight? Here are some tips to help you out.

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Fund Library News
By Fund Library News Wire | Friday, May 13, 2016

By Mike Keerma

* Market wrap: Investors selling in May leave market flat.
* Horizons launches loonie ETF.


North American stocks retreated from gains made earlier in the week, as gloomy investor sentiment prevailed despite strong U.S. retail sales in April and growing consumer optimism. Climbing crude oil prices through the week (up 3.8%) and plans to restart production in Alberta’s oilsands helped prop up Toronto’s benchmark S&P/TSX Composite Index to a hairline 0.3% weekly advance. But U.S. investors appear to be “selling in May,” pressuring the blue-chip S&P 500 Composite Index to the downside for a -0.5% loss on the week, while the Nasdaq Composite Index fell -0.4%.

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INSURANCE
By Susan Yates | Thursday, May 12, 2016



Most of us will at some point apply for life insurance, whether young families just starting out, high net worth families looking for estate planning, or businesspeople seeking key-person insurance. The application process includes what seems to be an extensive lifestyle and medical questionnaire. And some people are tempted to gloss over or shade the answers (e.g., smoking) in the belief it will get them insured faster. But that’s the wrong way to look at it, and it could lead to payout being reduced or denied down the road. Here’s why.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 11, 2016



In the annual FundGrade A+ sweeps, a number of CI funds under the Cambridge label again took home the coveted Award for outstanding risk-adjusted performance in 2015. A while back, I had the opportunity to sit down with some key members of the Cambridge management team including Co-Chief Investment Officer Brandon Snow, Chief Market Strategist Bob Swanson, and Portfolio Manager Stephen Groff. During this chat, I had an opportunity to get a better understanding of their investment process and the people behind it.

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Fund Library News
By Fund Library News Wire | Friday, May 06, 2016

By Mike Keerma

* Market wrap: Markets flag on weak jobs reports.
* First Asset adds to smart beta ETF stable


* Markets flag on weak jobs reports. Weaker-than-expected monthly job growth in both Canada and the U.S. contributed to souring investor sentiment this week, as the main North American indices all posted losses on the week. With an added hit from a surging trade deficit and worries about wildfire-related oilsands production shutdowns in Alberta, Toronto’s resource-heavy benchmark S&P/TSX Composite Index posted a -1.8% loss on the week. The U.S. blue-chip S&P 500 Composite Index edged down only -0.4% as bearish sentiment was buoyed by the hope that poor job growth means a further delay in rate hikes by the Federal Reserve.

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Fund Library News
By Fund Library News Wire | Thursday, May 05, 2016



By Christopher Doll, AVP, Product Management, Powershares Canada.

Canadian investors have poured billions of dollars into low-cost exchange-traded funds (ETFs) that track familiar indices, such as the S&P 500 and the S&P/TSX Composite. But these indices were not originally designed to form the basis of a sound investment strategy, and they share a fundamental flaw: They select and weight their components based solely on market capitalization.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 04, 2016

The FundGrade™ A-rated Dynamic Dividend Fund looks to provide investors with a stable stream of income. The fund’s managers look for what they believe to be best-in-class companies that pay a sustainable dividend and have the potential for growth.

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INVESTMENT INSIGHT
By Patrick McKeough | Tuesday, May 03, 2016



Generally, we think ETFs are a cheaper alternative to mutual funds. They’re also a way for Canadian investors to track international indexes. Here are two Vanguard ETFs we see as low-fee buys.

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THE ETF INVESTOR
By Tyler Mordy | Monday, May 02, 2016



Among the topical theses we explore in our working strategy sessions, the most mind-boggling, without a doubt, for most observers would be the strange phenomenon of negative interest rates. Lately it has spread as if it were a global epidemic, though it has not yet arrived in Canada.

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Fund Library News
By Fund Library News Wire | Friday, April 29, 2016

By Mike Keerma

* Immovable Japan, dropping Apple weigh on U.S. stocks
*
Aston Hill shuts down U.S. REIT fund
* AGF launches new corporate class income funds
* BMO launches two new funds with RI slant
* Excel adds to India fund stable
* CIBC launches active high-yield bond fund


* Market wrap: Immovable Japan, dropping Apple weigh on U.S. stocks. U.S. stock markets lost steam towards the end of last week, as investors reacted to weak first-quarter U.S. GDP numbers, a major earnings miss at Apple Inc. (NASDAQ: AAPL), and a decision by the Bank of Japan not to increase monetary stimulus. The S&P 500 Composite dropped off the table late in the week, posting a -1.3% loss on the week overall, edging down 0.3% on the month. In Canada, the S&P/TSX Composite Index played the contrarian, gaining 0.6% on the week for a respectable 3.4% advance on the month. Commodity prices rallied, led by a resurgent materials sector piggybacking on the rising price of crude oil, which closed Friday at US$46 per barrel, for a weekly advance of 5.0% and a monthly gain of 20.4%.

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TAX PLANNING
By Samantha Prasad | Thursday, April 28, 2016



If you are an employee, your tax-filing deadline for 2015 returns is May 2. If you haven’t filed yet, better get on with it! However, if you are self-employed, or even if you simply carry on a business on the side in addition to your employment, you might have time to take a month or two “vacation” from filing your taxes, because you may be able to take advantage of a June 15 filing deadline for your return.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 27, 2016

While the actively managed Jarislowsky Select Balanced Fund may have been launched only in 2010, Jarislowsky Fraser have been one of the most respected investment management companies in Canada since 1955. And in its short life so far, this fund has managed to win the FundGrade A+ Award for two consecutive years. Here’s a closer look at how they did it.

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Financial Education
By Knowledge Bureau | Tuesday, April 26, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

It’s important to be a law-abiding tax filer, but did you know that some sources of cash flow and income are not reportable on the tax return? Consider the following checklist, and be sure to avoid paying extra tax by including them in error.

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Fund Library News
By Fund Library News Wire | Friday, April 22, 2016

By Mike Keerma

* TSX climbs with crude
* WisdomTree opens Canadian branch
* Horizons launches Nasdaq ETF
* Mackenzie enters ETF market

* TSX climbs with crude. Stock markets edged higher on the week, with Toronto’s S&P/TSX Composite gaining 1.7%, as the price of crude oil and other commodities continued to firm up. The S&P 500 Composite and the Nasdaq Composite hovered just around breakeven for the week, as technology bellwethers Microsoft Corp. (NASDAQ: MSFT), Alphabet Inc. (NASDAQ: GOOG), International Business Machines Corp. (NYSE: IBM), and Netflix Inc. (NASDAQ: NFLX) reported softer-than-expected quarterly profits.

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DUE DILIGENCE
By Dave Paterson | Thursday, April 21, 2016

Beutel Goodman is one of those shops you don’t hear a lot about. They quietly go about their business of managing money and offer one of the strongest fund lineups in the industry. A great example of this is the 2015 FundGrade A+™ Award-winning Beutel Goodman Canadian Equity Fund.

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