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ARTICLE ARCHIVE
9/1/2015 8:08:13 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, August 28, 2015

A week that began with major stock indices dropping hundreds of points ended with those same major stock indices rebounding by an equal amount and more, to close the week with gains overall. Led by energy stocks and financials, the S&P/TSX Composite Index rallied from Monday’s 771-point plunge to gain 2.9% on the week. And the blue-chip U.S. S&P 500 Composite recovered from its 100-point drop on Monday to close Friday with a 0.9% gain on the week. Analysts blamed all the excitement on a combination of China’s currency devaluation the previous week along with its deteriorating economy and volatile stock market, combined with investors’ fears that the U.S. Federal Reserve would still pull the trigger in September on its first interest rate hike since the financial crisis in 2008.

  

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THE ETF INVESTOR
By Wilfred Hahn | Thursday, August 27, 2015

 
The times have changed. No doubt, most investment strategists will feel it in their bones. After a long period of policy convergence around the globe – some seven years – we now have entered an era characterized by a globalization of instability. There are cracks, fissures, and hissing steam pipes seemingly everywhere.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 26, 2015

 

Since Cambridge Global Asset Management took over CI Cambridge Canadian Dividend Fund a little more than a year ago, they have definitely put their mark on it. This is not your typical dividend fund. It is significantly underweight in financials and energy, and contains more mid-cap holdings than the average dividend fund. Yet manager Stephen Groff makes it all work – and earns the monthly Fundata FundGrade® A rating to boot. Here’s a look at how Groff and the Cambridge team do it.

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Fund Library News
By Fund Library News Wire | Friday, August 21, 2015

* Stocks dive on fears of global slowdown
* Lysander launches preferred share ETF.
* Horizons debuts momentum, municipal bond ETFs.


* Stocks dive on fears of global slowdown. Spooked by uncertainty in China’s economic growth outlook, plunging commodity prices, and growing doubts about September rate hike by the U.S. Federal Reserve Board had investors selling equities in global markets and switching to safe haven assets like bonds and gold (up 4% on the week). The S&P/TSX Composite Index has been underwater year-to-date since July and is now down 8.0% since the beginning of the year, plunging 5.6% on the week. With a drop of about 13% from its high close of 14,451 on April 15, the S&P/TSX Composite has entered correction territory. And now the big U.S. blue-chip S&P 500 Composite has also succumbed, posting its first year-to-date loss (down 4.3%) this past week, which also saw the index slide 5.8%.

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Fund Library News
By Fund Library News Wire | Thursday, August 20, 2015

   

By Lea M. Hill, President, ACB Tracking Inc.

Calculating an accurate adjusted cost base (ACB) when an exchange traded fund (ETF) is sold can be a frustrating and time-consuming exercise. In addition, many investors may be paying too much as a result of inaccurate calculations.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 19, 2015



Over the past couple of years, a number of new investment funds have been launched with the goal of helping to reduce the overall risk and volatility that an investor experiences. These new funds range from “Low Vol” strategies that are designed to exhibit lower volatility than the broader market to more active strategies that use other risk-mitigation techniques to do the same thing. I thought it might be a great time to take a look at a handful of these offerings to see how they stacked up in the market correction we experienced last September and October, not only against the markets, but also some of my favourite picks in the respective categories.

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Financial Education
By Knowledge Bureau | Tuesday, August 18, 2015

TAX PLANNING FROM THE KNOWLEDGE BUREAU 

  

By Evelyn Jacks

The start of the school year is around the corner, and now is a great time to think about the tax benefits available to post-secondary students, so you can be better organized come year-end, and have all your slips ready for tax-filing season next April.

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Fund Library News
By Fund Library News Wire | Tuesday, August 18, 2015

TORONTO, ON, August 18, 2015 – The Canadian ETF Association (CETFA) and Fundata Canada Inc. are pleased to announce the launch of the CETFA ETF Risk Ratings. The new ratings are designed to give ETF providers and the industry a consistent set of risk measures to help investors and advisors choose risk-appropriate exchange-traded funds (ETFs) for investment portfolios.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, August 17, 2015



Trading Canadian stock options generates a lot of brokerage commissions, which is why many young, aggressive brokers specialize in it. But many of these brokers wind up dropping out of the investment business or choosing another specialty. That’s because it’s impossible to build a lasting clientele by trading Canadian stock options, since you place your clients in investments that will almost certainly cause them to lose money.

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Fund Library News
By Fund Library News Wire | Friday, August 14, 2015

* China’s currency devaluation; plus Berkshire, ONEX, Cinplex report Q2
* Canadian ETF assets expand in second quarter.
* New funds from Middlefield, Manulife, and Sun Life.


Stock markets slumped at mid-week following China’s near-2% devaluation of the yuan on Tuesday. The turmoil eased a bit by week’s end with an announcement from China’s central bank that the devaluation is complete. North American stocks recovered somewhat. But Toronto’s S&P/TSX Composite Index dropped 0.2%, as global currency turmoil was exacerbated by plunging crude oil prices, which slid over US$1.50 per barrel for WTI crude over the week, to close at US$42.06. The U.S. blue-chip S&P 500 Composite Index recovered earlier losses and closed ahead 0.7% on the week.


  

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TAX PLANNING
By Samantha Prasad | Thursday, August 13, 2015



Thinking about drafting a will? Or updating an old will? Don’t forget your silent beneficiary, the Canada Revenue Agency. Though not named in your will, the CRA is always on hand ready to take as large a cut from your estate as it possibly can. Luckily, there are a number of tactics you can use to shrink the taxman’s take. I covered the use of trusts in a previous article. This time, I want to look at some less esoteric ideas, including the designation of income-earning assets, probate planning, RRSPs and RRIFs, and charitable donations.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 12, 2015

 

Year to date, the Mackenzie Canadian Growth Fund has been one of the best-performing Canadian equity funds, gaining more than 10.8% to June 30, handily outpacing its peer group and the index. Longer-term numbers are also impressive, with an average annual compounded rate of return of19% for the most recent three-year period.

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Fund Library News
By Fund Library News Wire | Friday, August 07, 2015

* Market wrap: Big indices rack up losing week
* RBC launches new EM fund, adds U.S. dollar options.


* Market wrap: Big indices rack up losing week. Stock markets slipped lower across the board this week, as another positive monthly U.S. jobs report added fuel to speculation that the Federal Reserve will edge up its federal funds rate for the first time since the financial crisis of 2008. Nervous traders sold off blue chips stocks giving a weekly -1.25% loss for the S&P 500 Composite Index, exacerbated by typically thinner summertime trading volumes on the major exchanges. Sliding energy issues continue to put pressure on the S&P/TSX Composite Index, which lost -1.15% on the week.

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Fund Library News
By Fund Library News Wire | Thursday, August 06, 2015

    

By Pat Chiefalo, Managing Director, BlackRock Inc.

Home is where the heart is, they say – and it’s also where Canadians like to keep their investments. The so-called “home bias” among investors is strong: the typical Canadian holds about two-thirds of assets in domestic stocks and bonds1. Now, there is nothing unusual about this; investors in most countries tend to prefer the comfort of home. But there is good reason for Canadian investors in particular to look beyond their own borders – and to consider using exchange-traded funds as a cost-efficient, convenient way to do it.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 05, 2015



Taxes are one of those things that most people, myself included, don’t like to talk about. It is complicated, boring, and often confusing. Unfortunately, understanding how your investments, particularly your foreign investments, are taxed is rather important because it can have a significant impact on your overall return. This is particularly true with ETFs because the way the ETF is structured can have a big effect on how much tax you will pay.

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Financial Education
By Knowledge Bureau | Tuesday, August 04, 2015

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

We generally believe, living in Canada, that we have the safest banking system in the world. Certainly we’re in the top 10, right? It depends on who does the ranking, it seems.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, August 03, 2015



Despite what some skeptics say, the people who make stock picks on cable TV usually give you their honest opinions. The problem is that most of the stocks they pick are far too risky.

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THE ETF INVESTOR
By Wilfred Hahn | Thursday, July 30, 2015


We believe China remains in a structural “up” market. It would be a mistake to jump off its equity market or currency during times of apparent crisis. Here’s why.

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DUE DILIGENCE
By Dave Paterson | Wednesday, July 29, 2015

  

Mackenzie Canadian Growth Balanced Fund is managed almost like a fund of funds, with Dennis StarrittDina DeGeer, and David Arpin managing the equity component, and Steve Locke with the Mackenzie Fixed Income Team taking care of the fixed-income sleeve. The top-level asset mix decision is now in the hands of Mackenzie’s Asset Mix Team, which is headed up by Alain Bergeron. The fund consistently posts first-quartile performance with below-average volatility, delivering a 1-year return of 17.12% to June 30, well above the benchmark and its category average. Here’s a look at what makes this fund tick.

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TAX PLANNING
By Samantha Prasad | Tuesday, July 28, 2015



Every will has an unnamed beneficiary: the Canada Revenue Agency. And many heirs and beneficiaries are often surprised that their inheritance has dwindled considerably after the taxman’s take. Luckily there are a number of strategies and tactics you can use to make your will tax efficient and to ensure your beneficiaries get the bulk of your estate, not the CRA.

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