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ARTICLE ARCHIVE
8/27/2016 2:21:23 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 | 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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Financial Education
By Knowledge Bureau | Thursday, August 18, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Hard to believe, but it’s back-to-school time, and parents and students are already busy preparing for fall classes. Thank goodness there is tax relief for the expensive tuition fees and textbooks. But, like the disappearing Fitness and Arts tax credits I focused on in a previous article, some of the education-related credits will soon be lost as well, starting as soon as January 1, 2017. Are you up to speed on the changes?

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 17, 2016

   

Managed by Greg Peterson of Calgary based Mawer Investment Management, the Manulife Canadian Balanced Fund is set up like a fund of funds that invests in other Manulife-managed mutual funds. This type of structure, with management by the award-winning Mawer team, places the fund consistently on the monthly FundGrade™ A-Grade list and has resulted in three consecutive annual FundGrade A+™ Awards.

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Estate Planning
By Margaret O'Sullivan | Tuesday, August 16, 2016



Sometimes the law leads in pushing societal change forward, but often it lags far behind, particularly in the face of scientific innovation and rapid technological change. Over the past forty years or so, even how we define family has been subject to fundamental change, and in the future it will be even more so.

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Fund Library News
By Fund Library News Wire | Friday, August 12, 2016

By Mike Keerma

In a feat not seen 1999, the S&P 500 Composite Index, the Dow Jones Industrial Average, and the Nasdaq Composite Index simultaneously touched record highs last Thursday. However, only the Nasdaq Composite ended the week with yet a new record close, while the S&P 500 and DJIA retreated on Friday in a bout of profit taking that saw all markets close the week at about breakeven. Canadian benchmark stock index S&P/TSX Composite Index also surged to a 52-week high during the week as the price of crude oil rallied, but the index retreated again on Friday in tandem with U.S. markets, to close with a 0.5% weekly advance.

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THE ETF INVESTOR
By Tyler Mordy | Thursday, August 11, 2016



Britain has voted to leave the European Union. No one can be surprised. In fact, the polls were so close, either outcome would not have been a shock. As usual, popular perspective is driven by hype. The focus being promoted today, of course, is an increase in global uncertainties. Fears are being fanned. That sells newspapers and keeps investors distracted.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 10, 2016



Historically, the August through October period has been one of the most volatile periods for investors. This year looks to be no different, with many factors likely to weigh on investors, including uncertainty over the recent Brexit vote, uncertainty out of China, and worries over the timing of the U.S. Federal Reserve’s next interest rate hike being just a few.

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Financial Education
By Knowledge Bureau | Tuesday, August 09, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

There are big changes coming for families who get the refundable Children’s Fitness Tax Credit, so now’s the time to use it before you lose it! Here’s a summary of what to do.

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The Analyst’s Desk
By Reid Baker  | Monday, August 08, 2016

A SPECIAL REPORT FROM



Responsible investing (RI) has almost become its own asset class, but not all responsible investing funds are created equal. Within the RI landscape you’ll find the usual differentiation of equity, balanced, and fixed income funds. But even focusing only on equity funds, you’ll find a relatively wide range of strategies that managers use to achieve responsible investing. So how do you determine the specific management style a fund uses for executing an RI strategy?

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Fund Library News
By Fund Library News Wire | Friday, August 05, 2016

By Mike Keerma

The main North American stock benchmarks surged again this past week, as the U.S. labor market posted another month of job gains in July, raising hopes that the U.S. economy will continue to expand going into the fourth quarter of the year. The S&P 500 Composite Index ended the week up 0.4%, while the Nasdaq Composite Index gained 1.1% on the week. Both indices closed at record highs, while Toronto’s S&P/TSX Composite Index, led by energy and financials, closed the week at a 52-week high, for a gain of 0.5%.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 03, 2016

 

One of the things that has caught my attention with the Dynamic Dividend Income Fund has been its consistency. Managed by the team of Oscar Belaiche and Michael McHugh, it has been one of the least volatile Canadian Neutral Balanced Funds around. And its management style has helped it win the FundGrade A+™ Award twice, in 2012 and again in 2015.

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Fund Library News
By Fund Library News Wire | Tuesday, August 02, 2016

By Mike Keerma

Deep into the summer doldrums, the major North American markets turned in humdrum performance last week, as early strength in July following June’s Brexit vote in the U.K gave way to general indifference. Despite lacklustre performance over the last two weeks of the month, the S&P/TSX Composite Index advanced a relatively healthy 3.7% in July, but closed last week with a marginal weekly loss of -0.1% on declining crude oil prices. Likewise, the S&P 500 Composite Index edged down fractionally on the week, despite closing last Friday with its second-highest close ever, for weekly loss of 0.07%, while turning in another strong monthly gain of 3.6%. The Nasdaq Composite Index followed suit, as a 1.2% advance on the week sealed the deal for a monthly gain of 6.6%, as technology shares rallied following Alphabet Inc.’s (NASDAQ: GOOG) better-than-expected quarterly earnings report.

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Financial Education
By Knowledge Bureau | Thursday, July 28, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Did you know that as of May 16, 2016, corporations, like individuals, can file Form T1135 Foreign Income Verification Statement, electronically? EFILE has otherwise been allowed for the 2014 and subsequent taxation years for individuals. CRA will also make electronic filing possible for partnerships in the future, but they haven’t released a date yet. The filings have been the subject of concern for individual Canadian residents as well as shareholders who own assets abroad.

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

   

The Fidelity Small Cap America Fund is a concentrated mid-cap-focused U.S. equity fund that continues to deliver strong risk-adjusted returns year-in, year-out for investors, with 3-year and 5-year annualized performance of over 20% respectively. The fund has also produced strong calendar-year performance, and hasn’t had a losing year since 2008. Here’s a closer look at the fund along with my comments on its outlook.

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THE ETF INVESTOR
By Tyler Mordy | Tuesday, July 26, 2016



“Hot summer streets, and the pavements are burning” begins the 1983 hit song, “Cruel Summer,” by British pop band Bananarama. Investors similarly fear a scorching summer in financial markets. Sources of uncertainty are clearly numerous, ranging from the increasingly theatric U.S. elections to implications of “Brexit” to the timing of a Fed rate hike (although policy announcements are becoming a bit like Groundhog Day – with Federal Reserve Board Chair Janet Yellen popping her head out of the hole hoping to raise rates, only to back away each time).

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The Analyst’s Desk
By John Krisko | Monday, July 25, 2016

A SPECIAL REPORT FROM



Mawer Canadian Equity Fund is the only pure Canadian equity mutual fund (at least 90% of its equity holdings domiciled in Canada) that has earned a Fundata FundGrade A+™ Award for outstanding performance every year since the Award’s inception in 2011. Incredibly, the fund has achieved an annualized return of 9.55% since its launch in June 1991, easily earning a place within the ranks of the top-performing mutual funds in Canadian history. Here’s a look at what makes this winner tick.

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

By Mike Keerma

* Sizzlin’ summer stock markets
* Horizons launches risk parity ETF

The major North American stock indices racked up their fourth consecutive week of gains, as the S&P 500 Composite Index closed the week at a record high 2,175, for a weekly gain of 0.6%. The Nasdaq Composite Index posted a 1.4% weekly advance. Toronto’s benchmark S&P/TSX Composite Index rallied during the week to its highest closing value in a year, climbing to a 0.8% gain on the week and 12.2% advance for the year to date.

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DUE DILIGENCE
By Dave Paterson | Wednesday, July 20, 2016



Bonds and bond funds are all in the news these days, given recently plunging yields on government bonds, some into negative territory. It’s in this kind of volatile market that active bond fund managers really earn their keep. And the Manulife Strategic Income Fund has been doing just that, delivering above-average returns while keeping volatility in check.

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Tuesday, July 19, 2016

Millions of Baby Boomers are approaching – or are already in – retirement. Even if you’ve made plans, have a pension, and have saved up a nest egg through the years, there are still a number of important themes emerging that you’ll have to contend with and that may affect your financial planning in the years ahead.

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