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ARTICLE ARCHIVE
9/27/2016 11:30:18 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.

 

THE ETF INVESTOR
By Tyler Mordy | Thursday, September 22, 2016



There is growing sentiment that the quantitative easing bubble (QE) has burst and negative interest rate policies (NIRP) are failing. But could the world’s central banks attempt even more radical policies? Could they conceivably just give you the money directly?

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DUE DILIGENCE
By Dave Paterson | Wednesday, September 21, 2016



When I launched my business way back in 2002, my motto was “minimizing risk to maximize returns.” Catchy, eh? Okay, maybe not T-shirt catchy, but not bad for the financial business. But not only is it catchy, it’s pretty fitting. That’s because simply “not losing” can have an outsized impact on your longer-term returns. Just ask Warren Buffett.

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TAX PLANNING
By Samantha Prasad | Tuesday, September 20, 2016



For high net worth individuals and families, taxes resulting from the disposition of an estate can be onerous and can impede a smooth transition of a business to the next generation. So-called “estate freezes” can be an effective way to enhance succession planning and reduce or avoid capital gains tax. But estate freezing offers a number of other key tax-saving strategies as well, including income splitting, multiplying the capital gains exemption, and creditor protection.

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PLANNING POINTS
By Doug Nelson | Monday, September 19, 2016



Later this fall, the Canadian Securities Administrators will be publishing for comment ideas that will likely eventually eliminate the embedded trailing commissions related to mutual fund investments.

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Fund Library News
By Fund Library News Wire | Friday, September 16, 2016

By Mike Keerma

* Market wrap: Crude oil, rates keep a lid on markets.
* First Asset launches share-buyback ETF.


A -5.4% drop in the price of crude oil weighed on the S&P/TSX Composite Index this week, as the energy sector retreated on fears that increasing production from Iran, Libya, and Nigeria would add to the global crude oil supply glut, keeping downside pressure on prices. The S&P 500 Composite Index edged up only 0.5% on the week, reflecting a softer energy sector as well as fresh concerns that the U.S. Federal Reserve Board may be edging closer to a rate hike, given that August core inflation accelerated at an annual 2.3% pace.

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Fund Library News
By Fund Library News Wire | Thursday, September 15, 2016



Fundata Canada was pleased to provide a $10,000 prize scholarship for the winning business idea presented by students at the culmination of the Jr. Economic Club of Canada’s third annual Bay Street Boot Camp, held at the end of August this year.

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DUE DILIGENCE
By Dave Paterson | Wednesday, September 14, 2016

   

Historically, the U.S. has been one of the toughest markets to beat on a consistent basis. Beutel Goodman American Equity Fund consistently pulls it off, and is one of the higher quality U.S. equity funds. Its performance has earned it the annual Fundata FundGrade A+™ Award for three years running and places it regularly on the monthly FundGrade A-Grade list. Here’s a look at how the managers do it.

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Financial Education
By Knowledge Bureau | Tuesday, September 13, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Statistics Canada reports that an undergraduate degree costs close to $6,200, but according to a new study, 80% of parents don’t know that. Worse, most parents are poorly informed about tax-efficient ways to save, especially weak on knowledge about Registered Education Savings Plans (RESPs). Here’s a summary of education funding options available to parents, including the RESP, the Tax-Free Savings Account (TFSA), and the Registered Retirement Savings Plan (RRSP).

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Fund Library News
By Fund Library News Wire | Friday, September 09, 2016

By Mike Keerma

Stock markets entered the traditional stormy months with a bit of traditional volatility. The big North American indices all ended the week with notable losses, as traders, fresh back from a summer hiatus somewhere, reacted negatively on Friday to hawkish comments from Boston Fed President Eric Rosengren, who is a member of the rate-setting Federal Open Market Committee. Stocks dropped across the board in their biggest single day plunge since after the Brexit vote on June 23. With North Korea’s nuclear bomb test and the European Central Bank’s stand-pat policy last week also contributing to geopolitical anxiety, the S&P 500 Composite Index and the Nasdaq Composite Index both dropped -2.4% on the week. Toronto’s benchmark S&P/TSX Composite Index lost slightly less ground, falling -1.7% on the week. Meanwhile, the CBOE Volatility Index (VIX), the so-called fear gauge, surged by nearly 40%, to 17.50, its highest level since June 28 following the Brexit vote.

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The Analyst’s Desk
By Brian Bridger | Thursday, September 08, 2016

 

Earlier this year, Canadian ETF assets surpassed the $100 billion mark for the first time. And although the asset growth has been rapid, ETFs still make up just a small portion of the $1.3 trillion Canadian mutual fund industry. One of the main benefits for using ETFs instead of mutual funds has to do with the fact that the fees, specifically the management expense ratios (MERs), are typically much lower. And with more players entering the ETF market, which is increasing competition and leading to lower and lower fees, the popularity of ETFs will only increase. But does ETFs' performance match their increased popularity? One gauge might be how they do in Fundata’s annual FundGrade A+ Awards. The results are quite surprising.

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DUE DILIGENCE
By Dave Paterson | Wednesday, September 07, 2016

Looking only at the portfolio fundamentals, the iShares US Fundamental Index ETF (TSX: CLU) appears to be one of the most attractive U.S. ETFs around. Valuation metrics such as price-to-earnings, price-to-book, and price-to-cash flow are significantly more favourable than either the iShares Core S&P 500 Index ETF (TSX: XSP) or the Vanguard U.S. Total Market Index ETF (TSX: VUS). But drilling a bit deeper into what makes CLU tick gives us a slightly different picture.

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Fund Library News
By Fund Library News Wire | Friday, September 02, 2016

By Mike Keerma

Canada’s benchmark S&P/TSX Composite Index rose 1% on the week, rallying on Friday in tandem with a 2.7% surge in the price of crude oil, which had been slipping steadily all week, and a broad-based surge in July exports. The U.S. blue-chip S&P 500 Composite Index also rallied on Friday, to end with a 0.5% gain on the week, as a weaker-than-expected jobs report raised hopes that the U.S. Federal Reserve will once again delay hiking its benchmark federal funds rate this month. Gold, meanwhile, gained 0.4% on the week, but posted a -2.8% retreat for the month of August.

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Fund Library News
By Fund Library News Wire | Thursday, September 01, 2016

RESPONSIBLE INVESTING

By Chelsie Hunt, University of Waterloo

Whether Canada chooses to adhere to its responsibilities to meet its climate change targets or not, investors in Canada have a lot to be concerned about, articulated by some as the carbon bubble. In recent research undertaken at the University of Waterloo, I explored the Canadian equity market through the lens of an investor who is interested in investing with particular strategies that address climate change.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 31, 2016



I have always maintained that one area of your portfolio where costs really matter is with fixed-income sleeve. And with bond returns expected to be flat or even negative for the near to medium term, I have been asked a few times why I still recommend bond funds that carry higher MERs than low-cost index ETFs.

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INSURANCE
By Susan Yates | Tuesday, August 30, 2016



Segregated funds may be extolled for their maturity guarantee – that is, the guarantee that when the contract matures, after a minimum 10-year investment, 75% of the initial investment is guaranteed to be repaid. However, seg funds also offer a death benefit guarantee, which has interesting implications for those who have health concerns, their investment risk, and estate planning.

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Fund Library News
By Fund Library News Wire | Friday, August 26, 2016

By Mike Keerma

North American stock indexes flagged on the week, as comments from U.S. Federal Reserve Board officials at an economic summit in Jackson Hole, Wyoming appeared to raise the probability of at least one hike in the Fed’s benchmark interest rate before the year is out. Against a backdrop of typically lighter summertime volume and very low implied volatility, the S&P 500 Composite Index closed Friday with a loss of -0.7% on the week. Toronto’s benchmark S&P/TSX Composite Index likewise edged down -0.3% as both crude oil and gold closed the week lower.

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TAX PLANNING
By Samantha Prasad | Thursday, August 25, 2016



Looking to found a family business dynasty? Here’s a sobering statistic: Only about 10% of family-owned businesses make it past the third generation. This has a lot to do with the lack of proper planning while the founding parents are still alive. One way to give your business at least a fighting chance to go beyond the third generation is to implement something that estate lawyers call an “estate freeze.”

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 24, 2016

While it might be a bit too early for many investors to step into direct European equity exposure, those with a higher appetite for risk may want to consider it. One interesting way to get some exposure to the region without taking on the full risk of the market would be to use the First Asset MSCI Europe Low Risk Weighted ETF.

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Fund Library News
By Fund Library News Wire | Monday, August 22, 2016



By Joe Davis, Global Chief Economist, Vanguard Group, Inc.

In several major economies, monetary policy is reaching its limits. It seems that every day we see headlines asking, “Have central banks run out of ammunition?” The question dominates the financial markets’ discourse. Its ubiquity reflects the central banks’ unprecedented role in both stabilizing economic growth and supporting asset prices since the end of the global financial crisis. But the question also reflects disappointment. Global growth remains frustratingly fragile. Inflation has stubbornly fallen short of central bank targets. This disappointment has led to a negative feedback loop between central banks and the markets.

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Fund Library News
By Fund Library News Wire | Friday, August 19, 2016

By Mike Keerma

Against a backdrop of high uncertainty about the U.S. Federal Reserve Board’s next interest rate move, stock markets ended a week of lacklustre late-summer choppy trading with neither big gains nor losses for the week. In the commodities market, crude oil surged 8.6% on the week, as U.S. stockpiles fell and rumors surfaced of a possible meeting of members of the Organization of the Petroleum Exporting Countries (Opec) in September. Toronto’s benchmark S&P/TSX Composite Index closed the week just below breakeven at -0.4%, while the S&P 500 Composite Index ended the week flat. The S&P/TSX Composite still leads in performance, with a year-to-date gain of nearly 13%, eclipsing the S&P 500’s near 7% advance.

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