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ARTICLE ARCHIVE
5/23/2019 5:25:57 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, May 16, 2019



What to make of renewed trade tensions? We doubt recent conflict marks a fundamental shift in the global macro environment. First, President Trump’s latest manoeuvre is not altogether surprising, given his proclivity for eleventh-hour pressure tactics. By now, investors should view these policy shifts not as bugs but as central features of the administration’s dynamic.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 15, 2019

Ninepoint Diversified Bond Fund is a North American-focused bond fund with a flexible mandate allowing the manager to invest across the capital structure. The fund takes an absolute return approach and aims for a 4% to 6% return, net of fees over a rolling three-year period, regardless of interest rates

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Financial Education
By Knowledge Bureau | Tuesday, May 14, 2019

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

With the April 30 deadline for individuals now a thing of the past, it’s time to focus on getting those proprietorship returns filed! The deadline to avoid late-filing penalties is Monday, June 17 this year, but it’s a good idea to get those returns in sooner. Here’s why.

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Fund Library News
By Fund Library News Wire | Friday, May 10, 2019

Stocks fell across the board on the week, as trade tensions between the U.S. and China continued to simmer in the absence of a trade deal along with an increase in tariffs. U.S. inflationary pressures waned in April, with some Fed officials indicating the core 2.1% annual rate was too low. The S&P 500 Composite Index slid 2.2% on the week as a result, while the Nasdaq Composite Index dropped 3%. In Canada, a surprise gain of over 106,000 jobs in April, most of them full time, helped boost market sentiment on Friday, limiting the weekly loss on the S&P/TSX Composite Index to 1.2%.

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TAX PLANNING
By Samantha Prasad | Thursday, May 09, 2019



You filed your tax return last month, and now you’re getting various brown envelopes or email notices from the Canada Revenue Agency. One of these will be your Notice of Assessment, the CRA document that says the tax department has had a first look at your return and has found it either okay or problematic. Here’s what to do if the CRA sends you an unfavourable Notice of Assessment

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 08, 2019



Growth stocks have been on a tear, and apart from a couple of blips along the way, have shown no signs of slowing down yet. But they will eventually, as valuations continue to become more stretched. One of the stronger performers in the Canadian Focused Equity category has been the multi-year FundGrade A+® Award-winning Fidelity Canadian Growth Company Fund, managed by Mark Schmehl since early 2011.

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Fund Library News
By Fund Library News Wire | Friday, May 03, 2019

The main North American stock market gauges rallied on Friday as a strong U.S. job creation report for April buoyed market sentiment, and helped lift U.S. markets out of a slump on Thursday to close Friday just a hair above breakeven for the week. In fact, the Nasdaq Composite Index closed at another record high on Friday, boosted by gains in Amazon.com Inc. (NASDAQ: AMZN), following news on Thursday that conglomerate Berkshire Hathaway Inc. (NYSE: BRK.A) has been purchasing shares in the e-commerce company. The blue-chip S&P 500 Composite Index followed suit, with a 0.2% gain on the week. Despite a 0.5% rally on Friday, Toronto’s S&P/TSX Composite Index, lagged on the week, losing 0.7%, as a 1.5% weekly drop in the price of crude oil weighed on the energy sector, and financials remained rangebound following the U.S. Fed Chairman Jerome Powell’s comments on Wednesday that no rate moves in either direction were imminent.

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TAX PLANNING
By Samantha Prasad | Thursday, May 02, 2019



For some of us, the rush to get the annual tax return filed on time can sometimes result in sloppy mistakes. Or perhaps you simply forgot to include that extra income on the side or simply didn’t get some crucial T5 slip from a financial institution (it happens, and more often than you think). Whatever the reason, there’s a fairly simple way to correct your error.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 01, 2019



With growth stocks continuing to be the market favourites, it’s not surprising to see the TD U.S. Blue Chip Equity Fund posting above-average returns. For the first quarter of 2019, this growth-tilted fund has risen by 13.2%, handily outpacing the S&P 500, which is up 11.3%. Longer-term numbers are even more impressive, with a 5-year average annual compounded rate of return of 17.1% to March 31, compared with 15.2% for the index. Its consistent outperformance has earned it numerous FundGrade A+® Awards, most recently for 2018.

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Fund Library News
By Fund Library News Wire | Tuesday, April 30, 2019

A SPECIAL REPORT FROM



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

In times of market turbulence, active portfolio managers may increase cash by selling off a proportionate percentage of securities within the portfolio. They also make calculated bets on earnings and macro-level events by using cash balances to increase overall exposure to the market, ultimately increasing risk. By analyzing the deployable cash in investment funds, we can assess the street’s market sentiment and get a fix on the liquidity of investment funds on a cash and cash-equivalents basis. Here’s a look at funds’ first-quarter cash deployments, and what it might tell us about fund managers’ thinking on market direction.

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THE ETF INVESTOR
By Tyler Mordy | Monday, April 29, 2019



It would seem that Federal Reserve Chairman Jerome Powell, whose life has been an odyssey through America’s most rarefied institutions, has taken a keen interest in, of all things, astronomy. In a speech last summer at the annual Jackson Hole symposium, Mr. Powell expressed frustration with the unusual variability of the metrics he refers to as “celestial stars.” To be sure, the Fed’s astronomical objects of interest reside within the macroeconomic firmament: the natural rate of unemployment; potential output growth; the neutral interest rate; and so on. All riveting stuff for diehard economists. But the Fed has found navigation increasingly difficult of late.

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Fund Library News
By Fund Library News Wire | Friday, April 26, 2019

A higher-than-expected reading on U.S. economic growth in the first quarter helped buoy U.S. stock indices to solid weekly gains, with both the blue-chip S&P 500 Composite Index and the Nasdaq Composite Index registering record-setting highs at Friday’s close. This despite softer earnings reports from Dow components Intel Inc. (NASDAQ: INTC) and Exxon Mobil Corp. (NYSE: XOM). The S&P 500 gained 1.2% on the week, while the Nasdaq gained 1.9% and is ahead 23% year to date. Against a backdrop of softening crude oil prices, which dropped 1.9% on the week, Toronto’s S&P/TSX Composite Index broke even week-over-week, as the Bank of Canada gave a downbeat forecast on its economic outlook, kept its target overnight rate on hold at 1.75%, and announced that it is abandoning its rate-hike bias.

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Fund Library News
By Fund Library News Wire | Thursday, April 25, 2019



By Kristina Hooper, Global Market Strategist, Invesco Ltd.

The second week of April was a momentous one for central banks – the minutes from the March U.S. Federal Reserve Board’s (Fed) Open Market Committee (FOMC) meeting were released, giving us insight into the Federal Reserve’s views on the global economy and rate cuts, and the European Central Bank (ECB) decided to remain on its ultra-accommodative path. We were reminded that central banks are critical for supporting growth, controlling inflation, and stabilizing economies – a task that is growing increasingly difficult as these institutions become more politicized.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 24, 2019



While Sentry Canadian Income Fund has been a solid performer for a long time, in the past three years it has trailed the Canadian market significantly. Its 3-year average annual compounded rate of return to March 31 was 2.7%, while the S&P/TSX Composite delivered 9.3%. While it’s easy to point to the large market cap of the holdings for the underperformance, I believe there is another reason.

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Estate Planning
By Margaret O'Sullivan | Tuesday, April 23, 2019



Life spans are increasing. Consider that in Canada over the last decade alone, life expectancy for those who reach 65 has climbed by two years, and men on average who are 65 today can expect to live to 84 and women to 87, while half of Canadians age 20 today will live to age 90 and 10% to age 100. Perhaps it is nature’s balancing act that there is a longer aging period, but at the same time there also seems to be a longer maturation period for our children, which impacts our estate planning.

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Fund Library News
By Fund Library News Wire | Thursday, April 18, 2019

By Mike Keerma

Mixed first-quarter earnings reports kept investors on the defensive as the major U.S. stock market indices remained mostly flat on the week. Canada’s benchmark S&P/TSX Composite Index logged a near 1% advance on the week, on slightly accelerating inflation in March, rising retail sales in February, and a narrowing trade deficit. In the U.S., absent a catalyst to move markets higher (for example a U.S.-China trade deal or confirmation of a bottom to soft growth in China and Europe), the S&P 500 Composite Index flatlined on the week, while the Nasdaq Composite Index gained a marginal 0.2%.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 17, 2019

The Mackenzie Floating Rate Income Fund invests in a diversified portfolio of floating-rate loans and notes. These are usually loans issued by companies whose payout fluctuates with the prevailing rate of interest in the economy. The rate paid is typically based on a well-known benchmark rate such as LIBOR.

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Financial Education
By Knowledge Bureau | Tuesday, April 16, 2019

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

It’s tax filing season but smart taxpayers will turn this into tax planning season, too. The key question for couples working with tax specialists: how do we maximize our retirement income potential? There are three specific goals to consider.

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The Analyst’s Desk
By Reid Baker  | Monday, April 15, 2019

A SPECIAL REPORT FROM



In late January, Fundata presented its 2018 FundGrade A+® Awards at its annual Evening of Excellence held at The Globe and Mail Centre in Toronto. The awards are given to eligible mutual funds, exchange-traded funds (ETFs), and segregated funds, with seg funds ranked separately, and are based on up to 10 years of risk-adjusted performance to the end of 2018. ETFs were well represented at the awards with a total of 41 winners from seven ETF providers.

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Fund Library News
By Fund Library News Wire | Friday, April 12, 2019

By Mike Keerma

Spurred on by Chinese trade data, a new service from Walt Disney & Co. (NYSE: DIS), and positive quarterly earnings reports from two of America’s largest banks, JPMorgan Chase & Co. (NYSE: JPM) and Wells Fargo & Co. (NYSE: WFC), investors bid the big North American stock indices to weekly gains, with the S&P 500 Composite Index edging towards its record high of 2,940.91, while gaining 0.5% on the week. The Nasdaq Composite Index also crept towards its 52-week high of 8,133.30, advancing 0.6% on the week. Toronto’s S&P/TSX Composite Index also made strides back towards its record high of 16,586.46 set last July, while also gaining 0.5% on the week as both financials and energy issues rallied.

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