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ARTICLE ARCHIVE
6/27/2017 1:35:06 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.

 

DUE DILIGENCE
By Dave Paterson | Wednesday, June 21, 2017

The Vanguard Canadian Short Term Bond Index ETF (TSX: VSB) provides exposure to a portfolio of Canadian government and corporate bonds with maturities that range between one and five years. The index is weighted by market capitalization, and is marked by high credit quality and low volatility, which would make it an attractive component of conservative portfolios.

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TAX PLANNING
By Samantha Prasad | Tuesday, June 20, 2017



If you’ve received a Notice of Assessment or Reassessment from the Canada Revenue Agency (CRA), demanding even more money, and you’ve had no luck sorting out the problem the conventional way, your next step is to prepare a Notice of Objection. At this point, your tax file is starting to get serious – and complicated. Here’s a look at the process involved.

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Fund Library News
By Fund Library News Wire | Friday, June 16, 2017

By Mike Keerma

* Grocery selloff dampens markets.
* First Asset to terminate Canadian equity ETF.
* Blackrock expands iShares core dividend ETF lineup.
* Canoe to merge funds.

* Grocery selloff dampens markets. The S&P 500 Composite Index and the Nasdaq Composite Index weakened marginally on the week, as investors sold off shares in the intensely competitive grocery sector on news that online retailer Amazon.com Inc. (NASDAQ: AMZN) will acquire grocery chain Whole Foods Market Inc. (NASDAQ: WFM) in a US$13.7 billion buyout. Gains in the energy sector on Friday helped support markets towards the end of the week. However, an overall weekly loss of -1.1% in crude oil contributed to the -1.8% retreat in Toronto’s benchmark S&P/TSX Composite Index on the week.

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Financial Education
By Knowledge Bureau | Friday, June 16, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Despite recent reports that Millennials are worried about facing tougher financial times in their retirement, a little information can go a long way for this well-educated generation. Their concern can largely be dispelled by enhancing their tax literacy and boiling down this big issue into four important opportunities that can create significant future wealth.

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Fund Library News
By Fund Library News Wire | Thursday, June 15, 2017



By Kurt Reiman, Director, Chief Investment Strategist for Canada

Canada’s surprisingly strong first-quarter GDP report was the best quarterly print since the second quarter of 2014 and led the G7 countries, but investors shouldn’t assume more of the same from the economy in the months ahead.

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DUE DILIGENCE
By Dave Paterson | Wednesday, June 14, 2017



Nearly a decade ago, the legendary investor and CEO of Berkshire Hathaway Inc. (NYSE: BRK.A), Warren Buffett, made a bet with hedge fund manager Ted Seides. He wagered that the S&P 500 Composite Index would outperform a basket of hedge funds over a 10-year period. Recently, Mr. Seides conceded that he lost the bet, with the basket of hedge funds gaining 22%, while the S&P 500 rose by 85%. With this much of a hurdle, there was no way Mr. Seides could win.

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TAX PLANNING
By Samantha Prasad | Tuesday, June 13, 2017



By now, most taxpayers will have received that distinctive plain brown envelope from the Canada Revenue Agency – the Notice of Assessment. Some may be the recipients of good news: no changes and perhaps a refund. Others may have that sinking feeling: Bad news from the CRA, disputing your return and demanding even more money. But take heart! All is not lost. Here’s what you can do if you got some bad news from the CRA.

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THE ETF INVESTOR
By Tyler Mordy | Monday, June 12, 2017



We get it. China is slowing. The country’s GDP growth averaged 11% in the 2002-2011 decade. It’s now under 7%, and further moderation is almost certain in the years ahead. But let’s separate fact from fiction.

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Fund Library News
By Fund Library News Wire | Friday, June 09, 2017

By Mike Keerma

* Market wrap: Tech slide sours sentiment.
* Dynamic Funds backs off some mergers.
* Horizons changes name of marijuana fund.

U.S. stock markets retreated on the week, as the tech sector took a beating, with some of the biggest tech names fell suddenly on Friday, driving down the Nasdaq Composite Index -1.8% in Friday’s session, to book a -1.6% loss on the week. While not as exposed to the tech sector as Nasdaq, the S&P 500 Composite Index nevertheless lost nearly 1% on Friday and closed the week down -0.3%. Toronto’s benchmark S&P/TSX Composite Index, however, overcame weakness in crude oil and posted a 0.2% advance on the week, driven by gains in the financial sector on strong jobs growth in May, surging industrial capacity, and the potential for a rate hike by the U.S. Federal Reserve Board next week.

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Fund Library News
By Fund Library News Wire | Thursday, June 08, 2017



By Bill McNabb, Chairman and CEO, Vanguard Group, Inc.

In my 30-plus years at Vanguard, I’ve said it countless times: “Tune out the noise.” And it’s not just me. Everybody from Jack Bogle to Warren Buffett will tell you that to be a successful investor, you have to focus on the long term and not get swept up in short-term market fluctuations. But filtering out the noise doesn’t mean disengaging altogether. In an increasingly complex and interconnected world, it’s vital that investors hear the signal of meaningful information through the static of market chatter.

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DUE DILIGENCE
By Dave Paterson | Wednesday, June 07, 2017

Modest economic growth combined with relatively low interest rates are expected to help provide a level of support for real estate and REITs in the coming months, including the Renaissance Global Real Estate Fund, which invests in a diversified portfolio of global REITs and other real estate securities.

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Fund Library News
By Fund Library News Wire | Tuesday, June 06, 2017

 

By Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments.

It’s a low-yield world these days for ETF bond investors who want portfolios that grow their capital and generate income. Amid expectations for rising U.S. interest rates and higher inflation, ETF investors want more choices for innovative fixed-income solutions. Fortunately, they have choices. Active fixed income ETFs have the ability to deliver value at competitive pricing in today’s environment.

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Fund Library News
By Fund Library News Wire | Friday, June 02, 2017

By Mike Keerma

U.S. stock markets closed at record highs on Friday, rallying powerfully from a mid-week dip, as the yield on 10-year U.S. Treasury notes fell about 6 basis points to 2.154%. Stocks climbed in tandem with bonds, overcoming any trepidation about May’s weaker-than-expected U.S. jobs report. The S&P 500 Composite Index gained 1% on the week, while the Nasdaq Composite Index rose 1.5%. In Canada, weakness in the energy sector dampened performance as the S&P/TSX Composite tracked a modest 0.2% higher on the week, held in check by a -4.0% slide in the price of crude oil.

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Fund Library News
By Fund Library News Wire | Friday, June 02, 2017

By Mike Keerma

* Brompton files prelim prospectus for new European fund.
* OMERS buys a piece of Purpose.
* iShares cuts fees on three bond ETFs.
* TD shuts down Asia fund.
* Invesco to merge and terminate funds.
* LOGiQ rebrands Front Street and Aston Hill funds.

* Brompton files prelim prospectus for new European fund. Brompton Funds Ltd. filed a preliminary prospectus for the initial public offering its European Dividend Growth Fund. The fund aims to provide exposure to an equal-weight portfolio of large-cap European dividend growth companies. Companies comprising the portfolio must be a constituent of the STOXX Europe 600 Index, have a market capitalization of at least €15 billion, and have a history of or potential for dividend growth.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 31, 2017



With a background in private equity, Dave Barr, lead manager of the high—performance Vancouver-based Pender Small Cap Opportunities Fund, brings much of the same approach to the management of this and other Pender funds. The private equity approach takes a long-term patient outlook, looking for high-quality, predictable businesses, with strong management teams, that are trading at a price that is well below what the managers believe it to be worth. That style has clearly paid off for this small-cap fund, which has garnered the annual Fundata FundGrade A+™ Award for fund excellence every year since 2012.

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THE ETF INVESTOR
By Mark Taucar | Tuesday, May 30, 2017



Having just had a lazy long-weekend, I was reminded of the old saying, attributed to Clarence Bleicher, an executive at Chrysler Corp. in 1947, “I will always choose a lazy man to do a hard job because a lazy man will find an easy way to do it.” I mention this because it’s a key to finding an active investment strategy that works as well as, if not better than, certain passive approaches, without having to shell out large fees to get it.

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Financial Education
By Knowledge Bureau | Monday, May 29, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

June 15 is an important tax-filing deadline for seniors, investors, and proprietors. The second quarterly instalment payment for the year is required on this date. So is the filing of the T1 return for proprietors and their spouses. It can be an expensive day, so it’s important not to delay in determining the amounts payable, especially since the Canada Revenue Agency (CRA) has new resources to enforce delinquencies.

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Fund Library News
By Fund Library News Wire | Thursday, May 25, 2017



By David Barr and Felix Narhi, PenderFund Capital Management

We’ve been asked a lot recently about whether or not we have exposure to certain headline housing stocks in our equity portfolios. Fortunately, the answer is no. We think this is a good opportunity to highlight some of the key aspects of our investment strategy and why we shied away from stocks in the non-prime housing market.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 24, 2017



Over the years, the Sentry Small/Mid Cap Income Fund has been one of the best small/mid cap funds in the category, delivering strong performance with lower-than-average volatility, resulting in superior risk-adjusted returns. The fund has won the Fundata FundGrade A+ Award every since the Award debuted in 2012. How do managers Aubrey Hearn and Michael Simpson achieve such a sterling track record?

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Fund Library News
By Fund Library News Wire | Friday, May 19, 2017

By Mike Keerma

* Political risk spooks markets.
* Franklin Templeton launches target return fund.

* Political risk spooks markets. The major stock indices lost ground marginally on the week, after a steep mid-week dip as traders digested growing political uncertainty in Washington, which has the potential of derailing President Trump’s ambitious tax-cutting agenda. This week’s drama was driven by President Donald Trump’s previous firing of FBI Director James Comey, and the appointment of former FBI Director Robert Mueller as special counsel to lead a federal investigation into whether there was Russian interference in the presidential election. While political risk focused traders’ attention this week, it remains to be seen whether it has any staying power, as steady economic growth and strong first-quarter earnings reports provided something of a reality check against the clouds of political hot air emanating from the U.S. capital. The Canadian benchmark S&P/TSX Composite Index rose 1.2% in Friday’s session as the price of crude oil rallied to close Friday at US$50.41, up 5.2% on the week. But it wasn’t enough to prevent the index from slipping -0.5% on the week. The U.S. blue-chip S&P 500 Composite Index rallied nearly 1% in Friday’s trading, but edged down -0.4% on the week overall. The tech-weighted Nasdaq Composite Index posted a weekly loss of -0.6%.

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