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ARTICLE ARCHIVE
1/31/2015 8:06:53 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.

 

Fund Library News
By Fund Library News Wire | Friday, January 23, 2015

* Market Monitor: Central bank easing boosts stocks
* Fundata FundGrade A+ Awards rate the best of the best investment funds.
* First Asset gets to the core with two new ETFs.
* Horizons goes inside with insider index ETF.


* Market Monitor for week ending Jan. 23, 2015. Stock markets advanced on the week, buoyed by hopes that a loosening of the monetary reigns in Europe will stimulate growth in the troubled eurozone area. And Canada’s benchmark S&P/TSX Composite Index advanced 3.3% on the week as the Bank of Canada announced a surprise cut in its key interest rate.

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Fund Library News
By Fund Library News Wire | Thursday, January 22, 2015



Fundata Canada Inc. yesterday announced the winners of the Fundata FundGrade A+ Awards for 2014 at an awards ceremony held in Toronto. Fifty-six fund companies representing a total of 225 funds received the prestigious A+ award.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 21, 2015

  

Managed by Brandon Snow and Bob Swanson of CI’s Cambridge Advisors Team, the CI Cambridge Canadian Equity Corporate Class A is a Canadian-focused equity fund that invests in large- and mid-sized companies that have a defensive business model, a history of intelligent capital allocation, and a management team whose interests are aligned with the shareholders. The bottom-up approach is more growth-focused, but valuation is a consideration.

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Tuesday, January 20, 2015

Most of the financial advisors I meet in the field or at educational seminars are wonderful people who work hard for their clients and do right by them. But there are exceptions. I sat down recently with a prospective client who had what I would call an abusive financial “advisor” who is in the business only for himself. As a result of that meeting, I thought I would revisit the red flags clients need to be aware of when dealing with advisors.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, January 19, 2015



Your investments gain doubly in your Registered Retirement Savings Plans (RRSPs), but if you lose, you take a double loss, so don’t use your RRSP as a place to find out if you have a talent for stock trading. Here’s how to make RRSPs a double win rather than a double loss.

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Fund Library News
By Fund Library News Wire | Friday, January 16, 2015

* Stock markets down, government bond yields negative on Swiss central bank move.
* AGF launches convertible bond fund.
* CI debuts U.S. dividend fund, investment grade bond fund.
* Franklin Templeton to merge three underperformers into winners.


* Global markets were roiled last week by the Swiss National Bank’s surprise decision to unpeg the Swiss franc from its cap of 1.20 SF per euro. The big North American indexes all lost ground on the week, although the S&P/TSX Composite Index staged a rally on Friday on signs of stability in the crude oil market.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 14, 2015

The Cundill Funds offered by Mackenzie Financial have long had a reputation as being contrarian, concentrated, deep-value funds, and Mackenzie Cundill Canadian Security Fund is no different. While it can lead to some impressive gains on a calendar-year basis, the Cundill approach can also ramp up volatility.

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Fund Library News
By Fund Library News Wire | Tuesday, January 13, 2015

TORONTO, ON, January 13, 2015 – Fundata Canada Inc. is pleased to announce the third annual Fundata FundGrade A+ Awards “Evening of Excellence.” The invitation-only awards presentations will take place on January 21, 2015, at the Art Gallery of Ontario’s Baillie Court.

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Financial Education
By Knowledge Bureau | Tuesday, January 13, 2015

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Your “economic potential” is the great phrase used by Finance Minister Joe Oliver on January 2 in the context of the federal government’s continued commitment to a balanced budget in 2015 so he and his department could improve our collective standards of living. Here’s the gist of what he means.

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TAX PLANNING
By Samantha Prasad | Thursday, January 08, 2015

If you felt particularly generous this past Christmas, you may have transferred money or other property to your spouse or minor children or grandchildren. Your heart’s in the right place, but the Canada Revenue Agency stands ready to play the Grinch to your Santa Claus. That’s because those gifts can trigger tax rules that will attribute any resulting income on those assets – and the tax on it – right back to you. But there are a few tax goodies left that could help you cut the tax bill.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 07, 2015

Canadian small-cap stocks have underperformed over the past year, with the BMO Canadian Small Cap Index ahead only 2.4% for the 12 months to Nov. 30. Yet some fund managers have still delivered positive performance in the Canadian small-cap space. TD Canadian Small Cap Equity Fund is one such fund, with a one-year return of 8.5% to Nov. 30, 2014. Average annual 2-year return is even better, coming in at 20%. So how do managers Gord MacDougall and Gary Baker do it?

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, January 05, 2015



Bottom-up investors have the great advantage of basing their decisions on what they know about stocks, rather than trying to guess how stocks might be affected by a random series of events. This is the crucial distinction between two basic ways to make investment decisions, commonly referred to as “bottom-up” and “top-down” analysis. Here’s why we think the bottom-up approach is the superior one.

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Fund Library News
By Fund Library News Wire | Friday, January 02, 2015

North American stock indexes posted another year of gains in 2014, as investor sentiment remained positive on central bank pledges to keep the monetary taps open against a backdrop of U.S. economic expansion, robust job creation, and quiescent inflation. Though hit hard by plummeting crude oil prices and a slowdown in Chinese manufacturing, Canada’s benchmark S&P/TSX Composite Index posted a solid 7.4% gain for the year, rising in sync with U.S. equity markets.

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Fund Library News
By Fund Library News Wire | Thursday, January 01, 2015
DUE DILIGENCE
By Dave Paterson | Wednesday, December 31, 2014


The Invesco International Growth Class non-north American equity fund is managed by Clas Olsson and his Austin, Texas-based team using a bottom-up stock selection process that they refer to as “earnings, quality, and valuation” (EQV). Essentially, they are looking for companies that are likely to experience above-average earnings growth, have high quality and sustainable earnings, and are trading at a reasonable valuation. They tend to favour companies that are able to generate solid organic revenue growth, have pricing power in their markets, strong balance sheets and offer a more defensive growth profile.

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THE ETF INVESTOR
By Wilfred Hahn | Tuesday, December 30, 2014

Investors have been repeatedly admonished this past year or two not to underestimate the power of central banks in driving up financial asset values. The reckless and desperate quantitative easing expansions of the Bank of Japan, the belligerent policy threats of the European Central Bank, and the “money finance” gambit of the U.S. Federal Reserve are widely thought to be unprecedented policies that uniquely define the current era. But central bank monetary excess isn’t anything new. Can their past machinations teach us anything about today’s financial environment?

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Fund Library News
By Fund Library News Wire | Friday, December 26, 2014

In a classic Santa Claus rally, bullish third-quarter economic growth numbers and strong consumer sentiment helped U.S. stock indexes recover from their steep losses earlier this month, hitting record highs on thin volume during a short week of holiday trading. Canadian stocks, meanwhile, have rallied in sync with U.S. markets, but remain well below their previous highs.

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Fund Library News
By Fund Library News Wire | Thursday, December 25, 2014
DUE DILIGENCE
By Dave Paterson | Wednesday, December 24, 2014

One question that I’m asked fairly often by both investors and advisors is how many funds or ETFs should be in a portfolio. There is no one right answer, but the key is to find the right balance. If you have too few, or poorly matched, funds, you are taking on more risk than you need to. On the other hand, if you have too many funds, there is likely going to be too much overlap and the portfolio will suffer. So how do you go about finding the right balance?

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Financial Education
By Knowledge Bureau | Tuesday, December 23, 2014

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

The Canada Revenue Agency has announced raised the maximum Canada Pension Plan pensionable earnings to $53,600 for 2015, up from $52,500 in 2014. The premium rate of 9.9% (employer and employee) and basic exemption ($3,500) remain the same as last year. What this all means in real dollar terms is that the maximum premium is going up again; this time to $2,479.95 for each the employer and employee. If you are self employed, you pay both portions, so for you, the maximum contribution to the CPP will now be just shy of $5,000 for the year at $4,959.90.

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