Last updated: Jun-28-2017

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A unique forum for articles, insight, and opinion from Canada’s leading money managers and investment professionals.
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News, views and advice on markets, investments, and wealth management.
Recently added:Where has volatility gone?
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Latest articles in the Fund Library

By Dave Paterson | Wednesday, June 28, 2017

Since taking the reins in late 2009, lead manager Jeff Feng has done a great job with Trimark International Companies Fund, posting above-average returns in each year. Co-managed with Matt Peden since 2013, they have earned the Fundata FundGrade A+ Award for three years running, from 2014 to 2016. That’s in large measure a result of how they view their investment choices.


By Knowledge Bureau | Tuesday, June 27, 2017

Tax filing season should now be over for most individuals. But don’t file away your Notice of Assessment just yet. It contains important information about the contribution room you have available for your Registered Retirement Savings Plan (RRSP). And this is critical for those who want to get a head start on contributing to their RRSPs for 2017.


By Robyn K. Thompson | Monday, June 26, 2017

Q – I recently opened a Tax-Free Savings Account, and I was asked whether I wanted to specify something called a “successor holder” or whether I wanted to designate a beneficiary. I’m not quite sure what the difference is. Could you explain why this is important? – Mary L., Kitchener, Ontario


By Fund Library News Wire | Friday, June 23, 2017

By Mike Keerma

* Stocks perk up but stay flat on the week.
* Canada’s inflation rate cools in May.
* Buffett snatches up Home Capital from bargain bin.
* Sears Canada now a (below) dollar store.
* Harvest Portfolios debuts global REIT ETF.

* Stocks perk up but stay flat on the week. Stock markets perked up a bit this week, closing with small gains week-over-week, helped along by small gains in the energy sector in Friday’s session as well as continuing momentum among technology stocks. In the absence of any major economic releases and geopolitical imbroglios, stock markets were largely flat on the week. Toronto’s S&P/TSX Composite Indexedged up 0.8% on news of cooling Canadian inflation and a bailout of Home Capital Group (TSX: HCG) by Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK.A), while New York’s S&P 500 Composite Index held steady with a near-invisible 0.2% gain. The Nasdaq Composite Index remained the outlier, with a 1.8% advance on the week, for a 16.4% year-to-date gain, as tech issues sprung back to life last week, ending two weeks of losses for the Nasdaq. Crude oil rose 0.8% on Friday despite traders’ anxieties about a supply glut. With summer trading seasonality starting to kick in, and not all that much for traders to worry about in the market, gold remained virtually flat on the week.


By Reid Baker  | Thursday, June 22, 2017


What’s happening to volatility, and why does it matter? This question seems to pop up now more often now. Volatility, as measured by standard deviation (SD), is currently at historic lows. The reasons for that are subject to much debate by market watchers. In practical terms, however, there’s another potential impact that we in the fund risk-rating business are watching closely: The CSA’s new fund risk classification methodology, which is based largely on standard deviation. It’s here that current low volatility levels could affect funds’ risk ratings going forward.


More recent articles

By Dave Paterson | Wednesday, June 21, 2017
By Samantha Prasad | Tuesday, June 20, 2017
By Gordon Pape | Monday, June 19, 2017
By Knowledge Bureau | Friday, June 16, 2017
By Fund Library News Wire | Friday, June 16, 2017
By Fund Library News Wire | Thursday, June 15, 2017
By Dave Paterson | Wednesday, June 14, 2017
By Samantha Prasad | Tuesday, June 13, 2017
By Tyler Mordy | Monday, June 12, 2017
By Fund Library News Wire | Friday, June 09, 2017
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