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ARTICLE ARCHIVE
5/22/2015 6:08:11 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.

 

DUE DILIGENCE
By Dave Paterson | Wednesday, May 20, 2015

This is not your father’s short-term bond fund. While more traditional short-term offerings focus on high-quality, investment-grade, short-term bonds, the Norrep Short Term Income Fund invests mainly in short-term high-yield bonds and senior loans. At the end of April it held 61.2% in high yield bonds, 28.2% in senior loans, 3.5% in investment-grade bonds, and 7.1% in cash. That makes for higher returns, but also more volatility.

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Fund Library News
By Fund Library News Wire | Friday, May 15, 2015

* Market wrap: S&P 500 rallies to record
* Fidelity launches two new global income funds.
* Auspicious start.
* RBC offers quants.


* Market wrap: S&P 500 rallies to record. North American stocks rallied on Friday to recover ground from mid-week losses, with the big U.S. indexes ending the week with marginal gains. However, that was enough to propel the S&P 500 Composite Index to another record high close, at 2,122.71, up 0.3% on the week, and ahead 3.1% for the year to date. Friday’s rally failed to lift Toronto’s benchmark S&P/TSX Composite Index for the week, as it closed Friday with a weekly loss of -0.4%.

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Estate Planning
By Margaret O'Sullivan | Thursday, May 14, 2015



There is no doubt that The Supreme Court of Canada’s landmark decision in Carter v. Canada has caused an enormous cultural shift for Canadians as Canada joins the few but growing number of jurisdictions that have decriminalized physician-assisted dying. But the decision in many ways raises more questions than it answers. Here’s why.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 13, 2015



I am often asked why I recommend one fund over the other, or why someone’s favorite fund is not one of mine. There are a number of reasons – the fund may be too new, for example, and I may not have enough familiarity with it to make an assessment. In most cases, though, I find that after a more detailed review, I simply don’t think a fund’s past performance is repeatable. So what goes into such a review? I start with six key quantitative factors.

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Financial Education
By Knowledge Bureau | Tuesday, May 12, 2015

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

One of the most common problem areas with tax planning is medical expenses, especially because claims incurred for medical travel and modifying your home to accommodate a disabled person can be quite lucrative. But you’ll need to know what documentation to keep in order to satisfy the tax auditor. Here’s what you need to know.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, May 11, 2015




Timing the market depends on too many random elements and inevitably leads to losses, so successful investors learn to avoid it and invest steadily over a period of years. The practice of market timing consists of coming up with and acting on a series of guesses (or estimates, or assessments of the probabilities) to use in your buying and selling decisions, with the aim of buying near a low and selling near a high. Most market timing systems attempt to interpret and detect buy and sell signals in trading patterns and history. Some of the decisions you make with the help of market timing will bring you profits, and others will cost you money.

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Fund Library News
By Fund Library News Wire | Friday, May 08, 2015

* Market wrap: Uncertainties keep markets flat
* Fidelity debuts two new funds.
* Powershares launches three new smart beta ETFs.
* CI to merge three funds.


* Uncertainties keep markets flat. Stock markets ended another unsettled week as European bond prices collapsed and yields spiked. Elsewhere, Federal Reserve Chair Janet Yellen noted that “equity market valuations are quite high,” setting off equity market jitters on Wednesday. However, U.S. stocks came roaring back by Friday, on rising job gains and a falling unemployment rate. The S&P/TSX Composite Index fell -1% on the week, while the S&P 500 Composite Index barely broke even with a 0.4% overall advance.

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The Analyst’s Desk
By John Krisko | Thursday, May 07, 2015

A SPECIAL REPORT FROM



Investors, vacationers, and online shopping enthusiasts have no doubt been keenly aware of the recent, significant depreciation of the Canadian dollar against its U.S. counterpart. Though our purchasing power is less when heading south, how has it affected the U.S. assets we already own? U.S. asset mutual funds with units in both currencies provide a handy method of answering this question. By looking at USD and CAD unit performance side by side, we can superficially separate portfolio appreciation from currency depreciation as sources of return and draw some interesting conclusions.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 06, 2015

Like most of the other funds under the Power banner, Dynamic Power American Growth Fund is not for the faint of heart. Manager Noah Blackstein uses a very concentrated, growth approach in managing this fund. Because of this, it tends to be considerably more volatile than other U.S. equity funds, with a standard deviation that is nearly two times the S&P 500 Composite Index. Still, when it’s good, it’s very, very good, as its one-year annualized return at March 31 of 30.7% showed. Here’s what makes this volatile fund work, complete with gravity-defying acceleration and heart-stopping plunges.

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Fund Library News
By Fund Library News Wire | Friday, May 01, 2015

* Market wrap: April is the flattest month
* Purpose launches international ETFs


* April is the flattest month. Stock markets generally failed to gain traction in April, as U.S. economic growth stalled in the first quarter. In a statement after its scheduled April meeting last week, the U.S. Federal Reserve Board cited “transitory factors” for economic weakness, and expected the economy to continue growing at a moderate pace in coming months. Stocks markets were generally flat in April, except for Toronto’s S&P/TSX Composite Index, advancing 2.2%, as the price of crude oil surged 25.6% in the month. In contrast, the U.S. blue-chip S&P 500 Composite Index edged up only 0.9%.

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DUE DILIGENCE
By Dave Paterson | Thursday, April 30, 2015



Bond duration is a useful investment metric that can tell you a lot about the interest-rate sensitivity (volatility) of a fixed-income investment. (See my recent article on this.) But duration is more than just another pretty number. It’s actually a very useful tool to help you manage your fixed-income portfolio and optimize performance. Here’s how.

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THE ETF INVESTOR
By Wilfred Hahn | Wednesday, April 29, 2015

Savers and investors striving to build up retirement assets continue to face serious challenges as interest rates have fallen and economic growth around the world faces stiff headwinds. Providing financial security as lifespans increase has become a looming concern for those baby-boomers now at or near retirement. We propose two asset management solutions to help investors mitigate this new risk.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, April 27, 2015



If you feel an urge to sell a stock because it has been performing well for a few years, lie down till the urge goes away. If you give in to it, you may deprive yourself of even bigger gains in the future.

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Fund Library News
By Fund Library News Wire | Friday, April 24, 2015

* Nasdaq leads stock gains.
* Sprott bids US$900 million for gold and silver trusts.


* Nasdaq leads stock gains. The Nasdaq Composite Index led weekly stock advances among the major indexes last week, posting a week-over-week gain of 3.25% as well as another record close on Thursday. Positive quarterly earnings reports from the tech sector propelled the index to new highs, while both the S&P/TSX Composite Index and the S&P 500 Composite logged slightly lower gains on the week.

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Financial Education
By Knowledge Bureau | Thursday, April 23, 2015

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Tax breaks and economic incentives have been peppered throughout Canada’s federal pre-election budget document, which was tabled on April 21, with savers, seniors, and small business corporations emerging as big winners. Here’s a recap of the highlights.

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DUE DILIGENCE
By Dave Paterson | Thursday, April 23, 2015



It doesn’t get much better than this folks. The four-time FundGrade A+ Award-winning Sentry Canadian Income Fund is one of the best income funds on the market right now. Managed by the Sentry team of Michael Simpson and Aubrey Hearn, the fund has delivered consistent first-quartile returns, most recently posting a 3-year annual compound return of 14.3% as of March 31. Part of the reason is the fund’s exposure to U.S. securities, which hasn’t always been the case.

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The Analyst’s Desk
By Brian Bridger | Tuesday, April 21, 2015



The resource-heavy Canadian market has been in a bit of a slump since the price of oil began its freefall last summer. But international markets have been chugging along nicely, with many indexes sitting at multi-year and all-time highs. And that’s been good news for funds focused on Asian and Emerging markets, which have been among the top-performing categories recently. The FundGrade A-rated Desjardins Emerging Markets Fund and the iShares MSCI Emerging Markets Minimum Volatility Index ETF are among two of the best in the Emerging Markets Equity category.

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Fund Library News
By Fund Library News Wire | Friday, April 17, 2015

Powershares Canada, the ETF division of money manager Invesco Canada Ltd., announced the TSX debut listing on Thursday of three new Powershares smart beta ETFs, all of which use the FTSE RAFI Fundamental Index strategy.

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TAX PLANNING
By Samantha Prasad | Thursday, April 16, 2015

The tax-filing deadline is April 30. So you still have time to take advantage of a variety of lesser-known credits, deductions, and transfers that the Canada Revenue Agency doesn’t exactly advertise with ringing bells and flashing lights. Here are five of my favorites of particular interest to higher-bracket taxpayers and investors.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 15, 2015



When I review a fixed-income investment, one of the key pieces of information that I pay attention to is the investment’s “duration.” You’ve probably heard this word used loosely in the business media, where it is often confused with the “term” of a fixed-income investment. But duration is something quite different, and can tell you a lot about the interest-rate sensitivity (volatility) of a fixed-income investment, and can therefore be a useful tool in managing fixed-income portfolios.

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