Market Insights

Mackenzie introduces four corporate-class funds

Mackenzie Investments has four new corporate-class funds, including three balanced funds. The company is going ahead despite tax changes announced by the federal government last March, saying in a release that “corporate-class funds still offer the potential for tax-efficient growth and tax-efficient income.” As of Jan. 1, 2017, exchanging units of one corporate-class fund for […]

By Staff |October 17, 2016

1 min read

Hot housing market still sizzles in third quarter

Is your client looking for a deal on a home? In recent weeks, finding the right digs at the right price may have been more challenging than expected. That’s because, says Royal LePage’s house price survey, the Canadian housing market continues to grow. Vancouver leads the way, with year-over-year home prices increasing by more than […]

By Staff |October 13, 2016

2 min read

Only 1 in 4 Canadian equity funds outperformed, says SPIVA

A scorecard of Canadian mutual funds, published by S&P Dow Jones Indices, shows that few managers outperformed their funds’ respective benchmarks during the one-year period ended June 30, 2016. (Fund performance was measured net of fees.) Read: Seeking lower risk? Try twice the diversification Highlights from the report include: Read: Frustration rises on OSC awards […]

By Staff |October 13, 2016

1 min read

Most clients unaware of responsible investing

Your clients probably haven’t heard about responsible investing (RI), but if they do, about two-thirds of them will act on that knowledge. RI is any investment strategy that offers both financial return and the opportunity to have a positive impact on communities and the environment. Read: Domestic RI portfolios: Are they viable? According to a […]

By Staff |October 13, 2016

1 min read