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ARTICLE ARCHIVE
3/20/2019 5:41:50 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, March 15, 2019

By Mike Keerma

The major U.S. stock market gauges piled on the gains this past week, as investors reacted positively to comments from China’s Premier Li Keqiang that while a trade agreement between China and the U.S. was still several weeks away, China remained “very responsible and reasonable.” U.S. Treasury Secretary Steven Mnuchin said there was still a lot of work to do. Li also stated that China would keep stimulus measures in place in an effort to reignite China’s economic growth. The S&P 500 Composite Index advanced 2.9% on the week as a result, while the tech-weighted Nasdaq Composite Index gained 3.8%. Toronto’s S&P/TSX Composite Index rode the coat-tails of U.S. markets, gaining 1.0% on the week, helped along by a 4.2% weekly surge in crude oil, as the index touched a five-month high at midday on Friday.

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 13, 2019

With continuing upward pressure on interest rates, short-term bond funds are expected to come under even more pressure. But NCM Short Term Income Fund, managed by Bill Holy and Owen Morgan, is an option for those seeking a higher yield and who are comfortable taking on a bit more risk.

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Fund Library News
By Fund Library News Wire | Tuesday, March 12, 2019

  

By Mark Raes, Head of Product, ETFs & Mutual Funds, BMO Global Asset Management Inc.

ETFs continue to make inroads into fixed-income mandates, based on their liquidity, low cost, and as an effective way to efficiently reposition portfolios. Of late, we have seen the emergence of active bond ETFs that have caused investors to take a fresh view of their portfolios.

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Fund Library News
By Fund Library News Wire | Friday, March 08, 2019

By Mike Keerma

The week ended on a downbeat for major North American stock indices. The main market gauges all lost money, as investors were rattled by a low monthly U.S. job-creation report for February. In addition, Chinese export reportedly fell by 20% in February, while the European Central Bank took a decidedly more dovish tone on monetary policy, now extending its low rate regime until 2020 from an earlier plan to commence rate hikes this year. The S&P 500 Composite Index slumped 2.2% on the week, while the Nasdaq Composite Index retreated 2.5%. Toronto’s S&P/TSX Composite Index fared better, edging down just below breakeven on the week, as a positive jobs report and a slight weekly increase in the price of crude oil helped buoy investor sentiment for Canadian issues.

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 06, 2019



For advisors, Manulife World Investment Fund is an excellent international equity fund. In fact, it is the highly-regarded Mawer International Equity Fund in a Manulife wrapper. The full-freight Manulife Advisor Series of this fund has an MER of 2.56%, which includes full dealer compensation. However, for those using fee-based accounts, the F Series version carries an MER of 1.2%, which is less than the 1.40% charged by Mawer directly for its own fund. Certainly, some investors will be turned off by the higher cost of the Advisor Series, and I get that. But I still believe that this is a case of “you get what you pay for.”

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Financial Education
By Knowledge Bureau | Tuesday, March 05, 2019

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Statistics Canada’s Individual Income Tax Report* released on Jan. 8, highlighted just how much Canadians are being over-taxed. With average tax refunds coming in at $1,757 for the 2018 filing season, many taxpayers are effectively providing the government with interest-free loans of approximately $150 per month for up to 16 months before they see their refund. Just how much is that really costing you?

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Fund Library News
By Fund Library News Wire | Friday, March 01, 2019

Reacting to strong U.S. GDP readings and the potential for a U.S.-China trade deal, the U.S. blue-chip S&P 500 Composite Index closed on Friday above the 2,800 mark for the first time since Nov. 8, advancing 0.4% for the week, while posting a 3.0% gain for February. The S&P 500 is now up 11.8% year to date, and is near to recovering losses sustained during the year-end stock market correction. Likewise, the technology-weighted Nasdaq Composite Index is ahead nearly 1% on the week, having closed February with a 3.4% monthly gain and advancing 14.5% year to date by Friday’s close. Toronto’s benchmark S&P/TSX Composite Index logged a 0.3% gain for the week, and was up nearly 3% in February, with a 12.2% year-to-date advance as of Friday’s close. Crude oil dropped 2.5% on the week, but is still ahead 22.8% year to date.

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Fund Library News
By Fund Library News Wire | Thursday, February 28, 2019



By Kristina Hooper, Global Market Strategist, Invesco Ltd.

Last week was momentous for one specific reason: The U.S. Federal Reserve Board’s (Fed) Federal Open Market Committee (FOMC) released minutes from its January meeting, which detailed the significant “about face” that the Fed has made over the last few months. In my view, the FOMC’s insights, along with apparent progress in U.S.-China trade talks, could enable stocks to move higher in the short term – but I’m also wary of negative implications that could lie beneath the surface.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 27, 2019



Over time, dividends have consistently been responsible for a significant portion of the equity market’s overall return. Studies have shown that this has ranged between 65% and nearly 80% of the return, depending on the market and period reviewed. The Leith Wheeler Canadian Dividend Fund from Vancouver-based Leith Wheeler Investment Counsel is designed to capitalize on this principle. It invests in high-quality companies that can grow dividends through higher prices or organic growth.

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Estate Planning
By Margaret O'Sullivan | Tuesday, February 26, 2019



When it comes to spousal property division on death within the Canadian context, many different laws govern. Under constitutional law, property rights fall within provincial and territorial jurisdiction, and with 10 provinces and three territories that means 13 different jurisdictions, each with their own unique laws to govern what happens on death. What is interesting but also perplexing is how much these laws differ from each other, and as a result, how moving to a different Canadian jurisdiction can significantly impact rights on death arising out of marriage or a common law relationship.

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Fund Library News
By Fund Library News Wire | Friday, February 22, 2019

By Mike Keerma

The potential for a successful trade-tariff deal in negotiations between the U.S. President Donald Trump and China’s Vice Premier Liu He helped boost investor sentiment on Friday, giving the major North American stock indices fresh weekly gains. While a weak quarterly earnings report by food-processing behemoth Kraft Heinz Co. (NYSE: KHC) took some of the shine off market optimism, the major market gauges still closed Friday with gains for both the day and the week. The S&P 500 Composite Index advanced 0.6% on the week, while the Nasdaq Composite Index rose 0.7%. A 2.6% weekly gain in the price of crude oil also helped Toronto’s benchmark S&P/TSX Composite Index rise to a 1.1% week-over-week gain.

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Fund Library News
By Fund Library News Wire | Friday, February 22, 2019



By Kurt Reiman, Director, Chief Investment Strategist for Canada

Canadian stocks are off to a strong start to begin 2019. Not only has the S&P/TSX Composite Index risen roughly 9% to the beginning of February – erasing two thirds of last year’s decline – but it is also one of the world’s leading equity markets so far this year (see Chart 1). Given the Canadian equity market’s procyclical behavior, it’s not surprising to see it rally stronger than other global bourses in a risk-on period like the one we’re in now. It’s also quite possible that Canadian stocks were sufficiently on sale to warrant a bounce off levels that were consistent with deeply pessimistic sentiment: Canadian stocks were, and still are, trading at one of the cheapest levels to developed market equities in the past three decades. So the question is, how confident are we that this stellar performance can continue? Our answer: not very.

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Thursday, February 21, 2019



Despite improving financial literacy and a growing regulatory environment, questionable investment strategies are still being used by some advisors, and some investors keep falling into the trap. Keep in mind that 95% of financial advisors are putting their client’s interests before their own and are acting in a very professional manner. Here, I want to look at some financial strategies that should raise big red warning flags.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 20, 2019



The Invesco U.S. Companies Fund jumped out to a strong start this year, thanks to a strong contribution from its healthcare and technology holdings. It gained 5.3% in January, outpacing the U.S. Equity peer group (4.6%). Longer-term numbers are also strong, with a 10-year average annual compounded rate of return of 13.9% to April 30, besting its category, but slightly lagging the S&P 500.

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THE ETF INVESTOR
By Tyler Mordy | Monday, February 18, 2019



Truman Burbank is the unwitting star of Peter Wier’s end-of-millennium movie masterpiece. Ever since birth, his life on The Truman Show has been broadcast live around the clock and across the globe. A seemingly idyllic world on the island of Seahaven is really a massive, dome-encased studio equipped with 5,000 cameras to monitor all aspects of his life. Unknowing to Truman, everyone in his impossibly sundrenched, pastel-dappled town is an actor. Investors with U.S.-dominated portfolios over the last decade may have begun to feel like Truman.

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Fund Library News
By Fund Library News Wire | Friday, February 15, 2019

By Mike Keerma

The big North American stock indices posted strong weekly gains on hopes that the U.S. and China will reach a trade agreement of some sort before the March 1 deadline. U.S. President Donald Trump’s declaration of a state of emergency as a tactic for funding a wall at the Mexican border didn’t have an impact on stock markets, as the S&P 500 Composite Index advanced 2.5% on the week, while the technology-weighted Nasdaq Composite Index rallied 2.4%. Toronto’s benchmark S&P/TSX Composite Index gained 1.3% on the week, as the price of crude oil surged 5.8% on the week, boosting energy issues, which comprise about an 18% weighting on the index.

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Financial Education
By Knowledge Bureau | Thursday, February 14, 2019

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Here’s a unique way to share some love with your sweetheart: Make a spousal RRSP contribution by March 1. It’s a gift that’s a win-win to help secure your financial future together. Even better, it’s you, the contributor, who gets the RRSP deduction. Whether you have a spouse or common-law partner, here are six basic spousal RRSP tips that make for a Valentine’s gift that keeps on giving.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 13, 2019



Every month in my Top Funds Report newsletter, I review funds that have been under the radar for a while, or that are not currently in the media spotlight. Often, these types of funds yield some of the most interesting opportunities for investment. One such fund is the Mackenzie Ivy Foreign Equity Fund, a longtime favourite of mine. But it has been causing me a lot of frustration over the past few quarters, because of its low-volatility tilt.

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Fund Library News
By Fund Library News Wire | Tuesday, February 12, 2019

A SPECIAL REPORT FROM



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

When analyzing the Canadian investment space, it is crucial to ask what are fund managers doing with the $1.85 trillion allocated to mutual funds, ETFs and other investment vehicles. Investment funds are often packaged and sold to investors on some criteria, such as targeting U.S. large caps, emerging markets, or specific sectors. But before a Canadian investment manager can invest millions in exchanges around the world, a simple exchange rate transaction must occur as a prerequisite to participate in global capital markets. 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.

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Fund Library News
By Fund Library News Wire | Friday, February 08, 2019

By Mike Keerma

The major North American stock market indices closed Friday with gains on the week, as investors overcame trepidation about the progress of U.S.-China trade talks. U.S. President Donald Trump confirmed that he would not be meeting with China’s President Xi Xinping before the March 1 deadline for a trade deal. Meanwhile, both the Bank of England and the European Commission cut growth forecasts for both the U.K. and the eurozone overall, as uncertainty over Brexit and the slowdown in China’s economic growth impact the European economy. Canada’s S&P/TSX Composite Index gained 0.8% on the week, as financials and industrials helped buoy the market against a slide in energy issues, facing headwinds from a 4.7% drop in crude oil. The U.S. broad blue-chip S&P 500 Composite Index closed marginally higher on the week, while the Nasdaq Composite Index gained 0.5%.

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