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ARTICLE ARCHIVE
2/24/2018 7:07:33 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.

 

Financial Education
By Knowledge Bureau | Tuesday, February 20, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Filing a tax return is the first, and often most important, financial transaction of the year for millions of Canadians. What’s different in 2018? For starters, the government is hanging on to early filers’ refunds longer than ever. With last year’s average tax refund clocking in at just over $1,735, that’s a big deposit that cash-strapped Canadians don’t have for their RRSP or TFSA deposit.

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Fund Library News
By Fund Library News Wire | Friday, February 16, 2018

By Mike Keerma

* Weekly wrap: Markets start climbing out of the hole.
* Choice Properties takes over CREIT.
* Horizons launches emerging markets pot play ETF.


* Markets start climbing out of the hole. Stock markets staged a strong rally last week, climbing back somewhat from steep losses suffered the week before, even as headline U.S. inflation rose in January and Treasury yields climbed in anticipation rate hikes by the Fed. Friday’s session saw some anxiety return as 13 Russian nationals were accused of interfering with the U.S. elections. Toronto’s S&P/TSX Composite Index rose 2.8% on the week while the S&P 500 Composite Index surged 4.3% and the Nasdaq Composite Index gained 5.3%. Commodities also gained on the week while crude oil rallied 4.1% on the week and gold posted a 2.5% weekly advance. Meanwhile, the CBOE Volatility Index (VIX) continued to drift lower through the week, ending Friday at about 19, down from a high of 29 on Monday.

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Fund Library News
By Fund Library News Wire | Thursday, February 15, 2018

 

By Kevin Gopaul, Head of Quantitative Strategies and ETFs, CIO Canada, Head of BMO Global Asset Management

Exchange Traded Funds have become the foundation of clients’ investment portfolios, and like any new product, while many benefits are understood, there are misconceptions that have entered into client conversations.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 14, 2018



With their straightforward approach, Toronto based EdgePoint has been a favorite of mine for a while. They keep things simple with only four funds: a Canadian equity, a global equity, a Canadian balanced, and global balanced fund. The EdgePoint Canadian Growth & Income Portfolio is their balanced offering. And it’s a winner, literally. The fund was awarded the FundGrade A+ Award for 2017, adding to its shelf of three previous A+ Awards in 2014, 2015, and 2016.

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THE ETF INVESTOR
By Tyler Mordy | Monday, February 12, 2018



In the early months of the new year, our inboxes are bombarded with outlooks for the year ahead. Economists, strategists, and other financial commentators trip over themselves to issue precise forecasts for the next 12 months. Where will the Dow end in 2018? How much growth will Japanese GDP show? Will the market “crash” – and if so, when? And when the market suddenly turns volatile as it did last week – seemingly out of the blue – why didn’t the pundits, experts, and forecasters predict it? Our industry should stop doing this.

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Fund Library News
By Fund Library News Wire | Friday, February 09, 2018

By Mike Keerma

North America’s major stock market indices rallied somewhat on Friday, but it wasn’t enough to stanch a week of frenzied selling during the week that brought the gauges to losses near or exceeding 10% from recent highs – the commonly accept loss threshold that marks a correction. Climbing bond yields in anticipation of rising inflation and further central bank tightening precipitated the selloff as the stock indices erased any gains made in the year to date. Toronto’s S&P/TSX Composite Index dropped 3.7% on the week in a broad retreat across all sectors. The major U.S. indices fell even more sharply on the week, as the S&P 500 Composite Index and the Nasdaq Composite Index both fell 5%. Commodities also retreated as gold posted a 1.3% weekly decline, while crude oil plunged 9% on the week. Meanwhile, the CBOE Volatility Index (VIX) – the so-called “fear gauge” – spiked to a high of 46 on Tuesday, but retreated somewhat through the remainder of the week and closed Friday at a still-high, but a less intense, 29.06.

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DUE DILIGENCE
By Dave Paterson | Thursday, February 08, 2018



It was a tough year for Cambridge Pure Canadian Equity Fund, which dropped just a shade below breakeven for the year, down -0.4%. It is particularly disappointing given the significant cash balance, which was roughly 20% at the start of the year and about 21% at the finish. Much of the underperformance was the result of its energy holdings, which sold off through the year, and over worries over potential trade barriers, politicized pipelines, and an increasingly stifling regulatory environment in Canada. Nevertheless, the fund has been a consistent winner, and has garnered the FundGrade A+ Award for four consecutive years, from 2014 to 2017.

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Fund Library News
By Fund Library News Wire | Wednesday, February 07, 2018



By Kristina Hooper, Global Market Strategist, Invesco Ltd.

Last week ended on a bad note. The yield on the 10-year Treasury moved up from 2.695% to 2.852% in just five days,1 spiking on the release of the U.S. employment situation report for the month of January. Not only did yields globally then rise, but this brought on the biggest sell-off in U.S. stocks in nearly two years – which then spread to Europe and Asia, putting downward pressure on equities in those regions. As I write this (Feb. 5), futures suggest an extension of the sell-off.

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Financial Education
By Knowledge Bureau | Tuesday, February 06, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Within today’s rapidly emerging new economy, many employers are enticing talent with employee stock option plans. These give employees the opportunity to purchase shares in their corporations at some future date, at today’s lower price. But there are tax consequences. What do employees need to know?

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Fund Library News
By Fund Library News Wire | Monday, February 05, 2018



The FundGrade A+ Award is given annually to investment funds and managers who have shown consistent, outstanding, risk-adjusted performance throughout the year. The A+ Awards for 2017 were presented on Jan. 25, 2018, at Fundata’s annual “Evening of Excellence” to 57 companies representing 274 outstanding Canadian investment funds. Here’s a look at the science behind the FundGrade A+ Award. It all begins with the monthly FundGrade rating.

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Fund Library News
By Fund Library News Wire | Friday, February 02, 2018

By Mike Keerma

* Markets sell off as rate-hike fears prevail.
* Evolve launches blockchain ETF.
* Harvest gets on board the blockchain train with new ETF.
* Vanguard debuts three asset allocation ETFs.
* Franklin Templeton lists three new ETFs.
* Invesco’s CAD-hedged global small/mid-cap ETF commences trading.
* RBC launches US$ and currency-neutral mutual funds.

* Markets sell off as rate-hike fears prevail. The major North American stock market indices staged a unified retreat last week, as a positive U.S. jobs report raised fears that the U.S. Federal Reserve, under its new Chairman, Jerome Powell, would start raising short-term interest rates sooner rather than later. The yield on the benchmark 10-year U.S. Treasury notes rose through the week, getting as high as 2.84% on Friday in anticipation of just such a Fed move. The near-dormant CBOE Volatility Index (VIX) sprang to life, climbing to a high of 17.86 on Friday, its highest level in over a year, and signaling a possible return of stock market volatility. The broad selloff last week resulted in a weekly loss of 3.9% for Toronto’s S&P/TSX Composite Index. And New York’s blue-chip S&P 500 Composite Index dropped 3.9% on the week, its steepest weekly drop since late 2016. The tech-weighted Nasdaq Composite Index also lost 3.5% on the week, while the Dow Jones Industrial Average fell below the 26,000 mark in its worst single-session decline since Black Monday, posting a loss of 4.1% on the week. Key commodities weren’t immune either, as gold fell 1.4% on the week and crude oil dropped 1.8%.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 31, 2018



The Award-winning RBC North American Value Fund is a Canadian-focused fund with major Canadian banks as four of its top five holdings. As a result, its average market capitalization tends to be significantly higher than many other Canadian equity funds. Its value focus and low volatility have contributed to its monthly FundGrade A Grade ratings, and its 2017 FundGrade A+® Award for performance excellence. The fund has also garnered two previous A+ Awards, in 2012 and 2013.

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Estate Planning
By Margaret O'Sullivan | Tuesday, January 30, 2018



U.S. tax reform measures were signed into law by President Trump on December 22, 2017, culminating a whirlwind legislative process at the end of 2017 that resulted in the Tax Cuts and Jobs Act (the “Tax Act”), the most significant changes to U.S. tax law in over three decades. These changes, in particular those relating to personal taxation, will impact many individuals and families with U.S. connections.

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Fund Library News
By Fund Library News Wire | Friday, January 26, 2018

By Mike Keerma

* U.S. stock indices close at record highs…again.
* Fundata FundGrade A+ Awards 2017.
* Fidelity launches new bond fund.
* Mackenzie launches 13 new ETFs.

* U.S. stock indices close at record highs…again. The major U.S. stock indices once again closed at record highs this week, as traders, increasingly turning to the risk side of the spectrum, were buoyed by healthy earnings reports in the healthcare and technology sectors and by 2.6% annual growth in U.S. gross domestic product. The S&P 500 Composite Index closed Friday on the high note, closing with a 2.2% gain on the week, while the Nasdaq Composite Index advanced 2.3%. Toronto’s S&P/TSX Composite Index edged down with a marginal weekly loss of 0.7%, against a backdrop of slightly weaker inflation in December (an annualized 1.9% rate, down from 2.1% in November) and a 1% week-over-week decline in the S&P/TSX Capped Financials Index. Helping cushion weakness in the TSX were a gain of 1.7% in the price of gold and a weekly advance of 4.2% in the price of crude oil.

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Fund Library News
By Fund Library News Wire | Friday, January 26, 2018



Fundata Canada Inc. is pleased to announce the winners of the Fundata FundGrade A+ Award for 2017. Awards were presented to 57 companies representing a total of 274 Canadian investment funds at Fundata’s annual “Evening of Excellence” held on Thursday, January 25, 2018, at The Globe and Mail Centre in Toronto.

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Financial Education
By Knowledge Bureau | Thursday, January 25, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Caring for a loved one with a disability? CRA may contact you to verify your claim for the new Canada Caregiver Amount or the Disability Amount. For these reasons, it’s important to draw the distinction between “infirm” and “disabled,” for different provisions on the tax return.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 24, 2018

Beutel Goodman is one of the most respected money managers in Canada. With the Beutel Goodman North American Focused Equity Fund, managers use a disciplined, bottom-up, value-focused investment process, looking to build a concentrated portfolio of North American stocks that are trading at levels well below what they believe it to be worth. The true value of a company is determined by using the present value of its sustainable free cash flow. To be included in the portfolio, a stock must offer a return of at least 50% over a three-year period.

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The Analyst’s Desk
By Brian Bridger | Monday, January 22, 2018

A SPECIAL REPORT FROM



The CSA guidelines for calculating investment risk ratings became mandatory for new filings as of Sept. 1 last year. However, many fund companies had already begun voluntarily using the new methodology since the rules were finalized at the end of 2016. So while not all funds have adopted the new methodology, we have a fairly large sample size to look at, and as I predicted in previous articles, the results are not surprising. The risk-rating changes started coming thick and fast, and will continue through 2018. Here’s why investors should take note.

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Fund Library News
By Fund Library News Wire | Friday, January 19, 2018

By Mike Keerma

The big North American stock indices racked up gains on the week again, despite an interest rate hike by the Bank of Canada and uncertainty over a U.S. federal government funding bill stalled in the Senate going into the weekend. Bullish sentiment remained strong in the U.S. markets, as 79% of companies reporting quarterly earnings exceeded street estimates. Even a 14.5% weekly plunge in beleaguered Dow Jones Industrial bellwether General Electric Co. (NYSE: GE) wasn’t enough to derail the market momentum train. The buoyant financial and industrial sectors led Toronto’s benchmark S&P/TSX Composite Index to a 0.3% weekly gain, even as weekly losses in both crude oil and gold dampened performance. The big U.S. blue-chip S&P 500 Composite Index closed the week with an advance of 0.9%, while the tech-weighted Nasdaq Composite Index gained 1.0%, as both gauges ended the week at new record high closes.

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Financial Education
By Knowledge Bureau | Thursday, January 18, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Did you know that starting in the 2017 tax year, the federal government has introduced a new Canada Caregiver Credit (CCC)? It replaces the Family Caregiver Tax Credit, the Caregiver Tax Credit, and the Credit for Infirm Dependants. But, it’s complicated! Here, in our first tax tip of the new 2018 tax filing season, we offer you a few details.

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