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ARTICLE ARCHIVE
6/23/2018 5:46:39 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.

 

Fund Library News
By Fund Library News Wire | Friday, June 22, 2018

A SPECIAL REPORT FROM



By Nash Swamy, Junior Analyst, Analytics & Data, Fundata Canada Inc.

Toward the end of 2016, the active vs. passive portfolio management style debate raged. Those arguing in favour of active management predicted that actively-managed funds would outperform the broader market universe in 2017, including index funds. How did that turn out? The results might be an eye-opener to some.

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TAX PLANNING
By Samantha Prasad | Thursday, June 21, 2018



With interest rates on rising, many homeowners with mortgages are looking for ways to reduce their debt or at least make it more tax efficient. Luckily, there is a way to do this for those who have a substantial amount tucked away in their Registered Retirement Savings Plan (RRSP).

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DUE DILIGENCE
By Dave Paterson | Wednesday, June 20, 2018



Managed by the Dynamic team of Oscar Belaiche (who has a 17-year history with the fund) and Jason Gibbs, the Dynamic Dividend Fund aims for a stable monthly income stream with the potential for some capital growth.

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Estate Planning
By Margaret O'Sullivan | Tuesday, June 19, 2018



It’s been almost three years since our last blog on the European Succession Regulation. It seems timely to check the pulse and see what impact it is having on estate planning and administration for Canadians with European Union (EU) connections.

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The Analystís Desk
By John Krisko | Thursday, June 14, 2018

A SPECIAL REPORT FROM



The Canadian Securities Administrators (CSA) is nearing the end of its multi-year fund regulation review, the Modernization Project, which will introduce comprehensive changes to a number of National Instruments later this year. The biggest development is the introduction of a new class of investment funds called “Alternative funds,” and this is set to open a much wider choice in alternative investments to Canadian investors.

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DUE DILIGENCE
By Dave Paterson | Wednesday, June 13, 2018



Over the past few years, Franklin Bissett has quietly grown out its fixed-income team, and the results are now starting to show. Franklin Bissett Core Plus Bond Fund was one of the strongest-performing bonds funds in 2017, gaining 2.9%, placing it in the first quartile for performance and outpacing its peers.

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Fund Library News
By Fund Library News Wire | Tuesday, June 12, 2018



By Kurt Reiman, Director, Chief Investment Strategist for Canada

Diversifying globally provides a range of benefits for Canadian investors (read more here). However, venturing abroad introduces currency risk. Intuition leads us to believe that because currencies are volatile, exposure to foreign exchange swings in a portfolio can only be detrimental. This isn’t always the case, as we find that the impact of foreign currency exposure on risk hinges on the investor’s home currency. In our view, Canadian investors should embrace currency exposure in equities, as global equity returns have tended to be less volatile when measured in Canadian dollars.

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Financial Education
By Knowledge Bureau | Monday, June 11, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Every year there is a milestone date when Canadians can shift their focus from paying taxes to using their income to secure their financial future. Several countries track “Tax Freedom Day” annually, and Canada’s falls this year on June 10. That is weeks later than in other countries, which can have negative repercussions to wealth management and retirement planning.

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Fund Library News
By Fund Library News Wire | Friday, June 08, 2018

By Mike Keerma

Markets shrugged off trade tensions swirling around this week’s G7 meeting in Quebec, as the main North American market indices advanced on the week. Except for a net 7,500 job loss for the Canadian economy in May, the week was light on significant economic data. Despite the decline, Toronto’s benchmark equity index, the S&P/TSX Composite, managed a gain of 1% on the week overall. Similarly, U.S. investors gave little weight to trade hostilities between the U.S. and its main allies Canada and Mexico, arising from President Trump’s imposition of tariffs on steel and aluminum, as well as fractious NAFTA negotiations. Instead, investors marked time ahead of next week’s rate announcement as the U.S. Federal Reserve is widely expected to raise its federal funds rate a notch. The blue-chip S&P 500 Composite Index advanced 1.6% on the week, while the tech-weighted Nasdaq Composite Index gained 1.2%. Crude oil edged back 0.2% on the week, while gold ticked up 0.4%.

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ADVISORíS PERSPECTIVE
By Bruce Loeppky  | Thursday, June 07, 2018



I recently lost a client because a friend of the client’s directed them to a big bank who asserted they were only making about a 5% annual return and that their fees were too high. It turns out their Registered Retirement Savings Plan (RRSP), which held the bulk of their assets, had in fact returned about 7%-8% annually in the last five years. So is it worth giving up a steady return like this, in a defensive portfolio, for the unproven prospect of a slightly higher return, the possibility of lower fees, and the virtual certainty of increased risk?

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DUE DILIGENCE
By Dave Paterson | Wednesday, June 06, 2018



In the bond space, there are few shops that are as well respected as
Canso Investment Counsel, the managers of Lysander-Canso Short Term & Floating Rate Fund. Manager John Carswell aims for high current income and some long-term capital appreciation with a fundamentally-driven credit analysis process. The fund won the FundGrade A+ Award in 2017, and continues to place in the first quartile of performance. Here’s a look at what’s behind this Lysander fund’s success.

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THE ETF INVESTOR
By Tyler Mordy | Tuesday, June 05, 2018



Who does not support the notion of “fairness”? Everything is better when it is endorsed. Even defeat is more pleasant when it is fair and square. It is one of those warm-blanket words that no one disputes. But the concept of fairness is becoming astoundingly complex when discussing world trade.

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Fund Library News
By Fund Library News Wire | Friday, June 01, 2018

By Mike Keerma

A better-than-expected May U.S. jobs report helped spur the big U.S. indices to weekly gains. The 223,000 jobs created in May combined with a monthly 3.8% unemployment rate and accelerating wage growth (up 0.3% on the month) to raise expectations of a rate hike by the Federal Reserve Board when its rate-setting Open Market Committee meets on June 11-12. Fears of a eurozone crisis also receded on news that a coalition government had been formed in Italy, while traders shrugged off the threat of a growing global trade war as President Trump imposed stiff tariffs on steel and aluminum from Canada and Mexico, which had been temporarily exempt. The S&P 500 Composite Index gained 0.5% on the week, while closing the month with a 2.2% overall advance. The Nasdaq Composite Index grew 1.6% on the week, with a 5.3% monthly gain. And with crude oil dropping 2.8% on the week (down 2.2% in May), Toronto’s S&P/TSX Composite Index posted a weekly 0.2% loss, but managed to gain 2.9% in the month.

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Fund Library News
By Fund Library News Wire | Thursday, May 31, 2018



By James Norton, Senior Investment Planner, Vanguard U.K.

If you’re a regular visitor to our site, you’ll have come across the name of my colleague Joe Davis, who serves as Vanguard’s global chief economist. He’s got a mind for figures and economic theory like few others I’ve encountered. Joe is fond of saying we should “treat the future with the deference it deserves.” I happen to think that’s excellent advice. Let me explain.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 30, 2018



Looking back over the past five years, one of the stronger offerings in the Tactical Balanced category has been the three-time FundGrade A+ Award-winner Cambridge Asset Allocation Corporate Class. The fund falls firmly within Cambridge’s three-pillar approach to investing: active management; downside protection and a focus on absolute returns; and managers’ alignment with unitholder interest through extensive ownership of managed funds.

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Financial Education
By Knowledge Bureau | Tuesday, May 29, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

The Canada Child Benefit (CCB) will increase this July for families that filed a 2017 tax return. However, the requirement to file a tax return is just one of the reasons why thousands of Canadians can’t access these generous, tax free benefits. The government will soon spend more on awareness; but the tax and financial services community can assist, too.

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Fund Library News
By Fund Library News Wire | Monday, May 28, 2018



By Aubrey Basdeo, Managing Director, Head of Canadian Fixed Income, BlackRock

The April Monetary Policy Report (MPR) from the Bank of Canada is a stark reminder of just how much the environment has changed in 2018. While on the one hand the MPR presents an economy evolving pretty much as expected, it also underscores the key risks to the macro outlook and the uncertainty about their evolution.

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Fund Library News
By Fund Library News Wire | Friday, May 25, 2018

By Mike Keerma

A 5.3% slide in the price of crude oil this past week hit energy stocks, and contributed to lackluster performance by the major North American stock indices. With no major economic data points making an appearance last week and the geopolitical situation at somewhere near a status quo, markets marked time trading in a narrow range through the week. Toronto’s main benchmark, the S&P/TSX Composite Index, lost 0.5% on a shortened week of trading, mostly a result of crude oil’s price slide reverberating through the market’s heavily weighted energy sector. The big U.S. blue-chip S&P 500 Composite Index scarcely did any better, gaining only 0.3% on the week, as the price of crude oil reacted to reports that the Organization of Petroleum Exporting Countries (Opec) and Russia were planning to increase crude production after a period of cutbacks. In addition, trading volumes declined ahead of the U.S. Memorial Day long weekend. The outlier was the Nasdaq Composite Index, which gained 1.1% on the week, propelled by strength in the Internet and technology sector.

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ADVISORíS PERSPECTIVE
By Bruce Loeppky  | Thursday, May 24, 2018



After a bit of volatility early in the year, things have returned to “normal” again. The small correction we experienced was the first real volatility after a number of years of smooth sailing, which is unusual. This long bull market started after the 2008-09 credit crisis with much government stimulus and is now mostly running on its own stream. We have increased synchronization with the world’s top economic areas (Europe, U.S., China, and Japan), and all are performing well, which doesn’t often happen. That is why markets continue to trend upwards, and why most economic news is positive.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 23, 2018



With Canadian interest rates likely moving higher in the next few months, many investors are looking for fixed-income exposure outside of Canada. The actively managed Renaissance Global Bond Fund is one of the more compelling choices available in the Global Fixed Income space.

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