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ARTICLE ARCHIVE
5/21/2018 4:49:49 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.

 

THE ETF INVESTOR
By Tyler Mordy | Tuesday, May 15, 2018



Readers may recall the famous line from the 1983 American comedy-drama film The Big Chill. After a long lament about responsibility and adulthood, one of the lead characters states, “The thing is no one ever said it would be fun – at least no one ever said it to me.” Recently, Canada’s recent stock market and currency underperformance has not been much fun either. Many did not get the memo that Canada’s tailwinds (primarily driven by a multi-year commodity boom) were quickly turning to headwinds. No one told them it would be this way.

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Estate Planning
By Margaret O'Sullivan | Monday, May 14, 2018



On May 4, 2018, we celebrated our firm’s twentieth anniversary. I thought it would be fitting as well as helpful to reflect on one of the most challenging questions in family succession: whether children should be treated equally. Being a trust and estate lawyer now for over 35 years has given me perspective, as well as some practical insight into this issue.

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Fund Library News
By Fund Library News Wire | Friday, May 11, 2018

By Mike Keerma

Canadian and U.S. stock markets closed Friday with gains on the week after U.S. consumer prices remained docile in April, with the headline consumer price index edging up only 0.2% in the month, for an annual rate of 2.5%. The core rate, which excludes food and energy prices, expanded a minuscule 0.1% in April, for an annual rate of 2.1%, well within the Federal Reserve Board’s target range. In addition, the benchmark U.S. government 10-year Treasury note closed the week below the psychologically important 3% yield threshold at 2.97%, easing immediate concerns of another Fed rate hike. The blue-chip S&P 500 Composite Index gained 2.4% on the week, while the Nasdaq Composite Index advanced 2.7%. Canada’s April job creation numbers showed a loss of 1,000 jobs (as part-time job losses offset stronger full-time gains), helping the S&P/TSX Composite Index rally 1.6% on the week as pressure for another rate increase by the Bank of Canada eased. Crude oil gained another 1.0% on the week, giving additional impetus to Canada’s energy sector.

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INSURANCE
By Susan Yates | Thursday, May 10, 2018



Estate planning is a very serious business. The estate represents a lifetime of saving with, perhaps, associated scrimping and sacrifices along the way. It is a lifelong effort. The estate owner will, rightfully, want to ensure as much of this hard-won cash is transferred to beneficiaries as possible, without reduction by tax, probate, or other fees. Here’s a way to achieve that objective: life insurance.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 09, 2018



The financial services sector is a cornerstone the Canadian equity markets, and our banks are some of the strongest in the world. The Dynamic Financial Services Fund builds on Canada’s strength, and improves on it, by finding the best financial services companies around the world. The strategy has been a successful one, as the fund produces consistent first-quartile returns over both long and short terms, has a consistent FundGrade A grade, and has won the FundGrade A+® Award twice, in 2014 and 2017.

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Financial Education
By Knowledge Bureau | Tuesday, May 08, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

It’s the season when many Canadian snowbirds who spend the winter in the United States return to Canadian soil. Timely, as there is also an essential tax deadline for these individuals coming up soon. Learn more about this deadline, and other essential dates snowbirds must address now that the April 30 personal income tax filing deadline has passed.

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Fund Library News
By Fund Library News Wire | Friday, May 04, 2018

By Mike Keerma

A rally in technology stocks on Friday, led by a surge in shares of Apple Inc. (NASDAQ: AAPL), boosted the tech-weighted Nasdaq Composite Index to a 1.3% gain on the week. And while the blue-chip S&P 500 Composite Index advanced 1.3% on Friday, the index failed to gain on the week, closing just a hair below breakeven, as traders reacted to disappointing job creation numbers in April, with 164,000 new non-farm jobs created, while the U.S. unemployment rate dropped to 3.9% from 4.1%, the lowest in about 18 years. The yield on the U.S. 10-year Treasury note, meanwhile, retreated 1.3 basis points, ending the week at 2.946%. Toronto’s benchmark S&P/TSX Composite Index closed slightly above breakeven on the week, against a backdrop of economic growth as February’s GDP posted a 0.4% monthly increase (3.0% annual rate), while the price of crude oil gained 2.6% on the week, lending support to Canada’s energy sector.

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TAX PLANNING
By Samantha Prasad | Thursday, May 03, 2018



The 2018 federal budget, which was tabled in February, was expected to be a bad one for both businesses and individuals. Turns out it wasn’t quite as bad as expected. Here’s a summary of what’s new in personal tax measures, and what you might have to look out for when doing your 2018 personal tax planning.

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DUE DILIGENCE
By Dave Paterson | Wednesday, May 02, 2018



CI Signature High Income Fund is a tactical balanced offering managed by Eric Bushell and the Signature Global Asset Management team. It has long been one of my favourite balanced funds. However, in recent quarters, there has been some modest erosion in risk-adjusted returns, which I believe can be explained by the focus on quality and yield, which have been out of favour of late.

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Fund Library News
By Fund Library News Wire | Monday, April 30, 2018



By Felix Narhi, CIO & Portfolio Manager, Penderfund Capital Management

Recently asked questions from the field: Does the recent drop of Facebook Inc. (NASDAQ: FB) offer us an opportunity to add a megacap name (generally, stocks with a market capitalization of more than $300 billion) to our portfolios? If Washington decides to increase regulations on technology companies, would that impact megatech stocks enough to provide entry points? Here are some thoughts on Pender’s investment strategy as it relates to our analysis of megacaps.

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Fund Library News
By Fund Library News Wire | Friday, April 27, 2018

By Mike Keerma

Citing unspecified technical problems, exchanges operated by the Toronto-based TMX Group Ltd. (TSX: X) closed at 3:00 pm on Friday. Still, Toronto’s benchmark S&P/TSX Composite Index registered a 1.2% advance for the week, in the absence of any generally negative news to pressure Canadian stocks to the downside. In the U.S., solid quarterly earnings from tech bellwethers Amazon.com Inc. (NASDAQ: AMZN), Facebook Inc. (NASDAQ: FB), and Microsoft Corp. (NASDAQ: MSFT), as well as above-consensus 2.3% annualized first-quarter U.S. GDP growth, helped keep the S&P 500 Composite Index afloat, breaking even on the week, while the Nasdaq Composite Index edged down 0.4%. Helping support stocks was a retreat in the yield on 10-year U.S. Treasury notes from the 3.0% level, to close the week at 2.96%. Gold, meanwhile, lost 1.0% on the week, while West Texas Intermediate crude oil retreated 0.3%.

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Financial Education
By Knowledge Bureau | Thursday, April 26, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

The April 30 tax filing deadline is just a few days away. Before you click “send” on Netfile, make sure you’ve covered all the bases. One of the most important ones is to ensure your return reflects life changes. If you experienced any of these in 2017, double-check your returns, as they could impact the size of your refund or subject you to an audit. Read on to learn what these events are, and how you should handle them – before it’s too late!

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 25, 2018

 

With valuation levels in developed markets trading well above historical averages, emerging markets look downright cheap in comparison. Factor in positive demographics, less dependence on commodities, and increasing investor interest and the case for adding emerging markets exposure becomes very strong. And the FundGrade A+ Award -winning Trimark Emerging Markets  Class is one of the most attractive funds in the space.

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Fund Library News
By Fund Library News Wire | Tuesday, April 24, 2018



By Joe Davis, Global Head, Investment Strategy Group, Vanguard Group, Inc.

“What do you think about Bitcoin?” Over the past few months, I’ve gotten this question more than any other. In 2017 the value of Bitcoin, the world’s first cryptocurrency, rose by almost 1,200%, prompting excitement and bafflement.

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Fund Library News
By Fund Library News Wire | Friday, April 20, 2018

By Mike Keerma

The major North American stock indices held their own on the week, with Canada’s S&P/TSX Composite Index advancing 1.4%, as crude oil gained 1.3%, despite some softness on Friday. With first-quarter earnings expectations still high, the U.S. blue chip S&P 500 Composite Index edged up 0.5% week over week, despite headwinds from interest rates as the yield on the benchmark U.S. 10-year Treasury note rose to near 3.0%, its highest level since 2014. Yields were fueled by inflationary pressures as the March all-items consumer price index rose to an annual 2.4%, with the core rate at 2.1%. A retreat on Friday in both the energy and technology sectors weighed on stock indices at week’s end, but the Nasdaq Composite Index still managed 0.6% uptick on the week, even as Apple Corp. (NASDAQ: AAPL) slipped, mainly on growing concerns over its flagging iPhone X sales.

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Fund Library News
By Fund Library News Wire | Friday, April 20, 2018



By Kurt Reiman and Aubrey Basdeo, BlackRock Canada

We expect the Canadian economy to cool throughout 2018 at a time when trade risks could further complicate the global outlook. Canada’s economy can take some reassurance from the relatively firm growth in the U.S., but indebted households, weak domestic oil prices, still sluggish business investment and subdued exports all pose challenges.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 18, 2018



Darren McKiernan took over the reins of the Mackenzie Global Dividend Fund in December 2013 and has done an excellent job, posting above-average results. For the past three-years (to March 31), the fund posted an average annual compounded rate of return of 8.1%, placing it in the first quartile of performance. It has also regularly posted above-average numbers in calendar year returns. The fund has consequently landed the FundGrade A+ Award for two years running, in 2016 and again in 2017.

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TAX PLANNING
By Samantha Prasad | Tuesday, April 17, 2018



On Dec. 13, 2017, the government released the draft legislation for the controversial Tax on Split Income (TOSI), noting that it was simplifying earlier proposed tax measures, which would apply as of Jan. 1, 2018. These amended rules were meant to clarify the process for determining when and how a family member would be considered to have made a contribution to the business so as to be exempt from the TOSI rules. As usual, it’s complicated, so here’s a summary and recap.

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The Analyst’s Desk
By Brian Bridger | Monday, April 16, 2018

A SPECIAL REPORT FROM



While they may seem like boilerplate, the new ETF Facts documents – now a requirement for any firm offering a new ETF or renewing a prospectus – give investors a reliable, easy-to-understand synopsis of an ETF along with some insightful trading and market data. Fundata Canada collects the ETF Facts as well as the associated data, making it available as a part of its ETF data offering for the financial industry. Investors can find the ETF Facts documents on ETF firms’ websites. Here’s a look at the five key data points investors should focus on when looking at the ETF Facts documents.

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Fund Library News
By Fund Library News Wire | Friday, April 13, 2018

By Mike Keerma

The major North American stock market indices closed higher on the week, as expectations of strong first-quarter earnings shifted investors’ focus from growing geopolitical tensions, at least temporarily. President Trump, meanwhile, scaled back his rhetoric about initiating military action in Syria, calming investor anxiety over rising Mideast tensions with Russia. Moreover, he floated the possibility of rejoining the Trans-Pacific Partnership, even as he imposed fresh tariffs on Chinese technology investments in the U.S. The U.S. blue-chip S&P 500 Composite Index advanced 2% on the week, while the Nasdaq Composite Index rallied 2.8% after it became apparent that social media giant Facebook Inc. (NASDAQ: FB) wouldn’t crash and burn after CEO Mark Zuckerberg’s testimony before Congress this past week. Toronto’s benchmark S&P/TSX Composite Index rose 0.4% on the week, powered by gains in the energy and materials groups, as crude oil advanced 8.7% on the week.

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