Investments

In a market downturn, are defensive stocks really defensive?

As the end of the economic cycle approaches, many investors consider a rotation out of cyclical stocks, like industrials, and into defensive stocks, like healthcare and utilities. But do defensives really live up to their name? In a market report, strategists for Dynamic Funds look at the performance of cyclicals versus defensives, and consider defensives […]

By Staff |May 22, 2018

2 min read

Economic Indicators

What’s weighing on the loonie

The rise in oil prices hasn’t lifted the loonie, as typically expected. A big part of the reason lies stateside. “The usual positive correlation between oil prices and the exchange rate has not been as strong of late, reflecting both uncertainty around Canadian pipeline capacity (and investment) and the expected increase in U.S. production (and […]

By Staff |May 22, 2018

3 min read

Industry

Finding a smoother ride for the cycle’s end

It's time to reposition portfolios for the end of the business cycle

By Mark Burgess |May 17, 2018

3 min read

Industry

More responsible investment options for wealthy clients

MaRS Centre director talks impact investing and why it matters

By Katie Keir |May 17, 2018

3 min read

What aging HNW clients mean for wealth management

Canada’s population of high-net-worth investors is growing and aging, changing what’s required of the financial advisors who serve them, says Strategic Insight’s Keith Sjögren. Between 2016 and 2026, the number of clients with more than $1 million in investable assets is set to expand by 6.4%, making it the highest growing retail segment in Canada, […]

2 min read

How to benefit from mental accounting

If you’re looking for a market edge, behavioural finance provides some insight, specifically the concept of mental accounting. Mental accounting attempts to explain “how our minds value different things […] and how this impacts our behaviour,” says a Richardson GMP market insight report. The phenomenon explains why we’re more likely to label money depending on […]

By Staff |May 16, 2018

3 min read

Franklin Templeton launches fixed income ETFs

Franklin Templeton Investments Canada has launched three actively managed fixed income ETFs, the company said Monday in a release. The new ETFs are: Along with the Franklin Liberty Canadian Investment Grade Corporate ETF, these ETFs will be managed by Franklin Bissett Investment Management, the release said. Also read: Franklin Templeton makes fund changes Increasing number […]

By Staff |May 14, 2018

1 min read

Investments

In a market downturn, are defensive stocks really defensive?

What’s weighing on the loonie

Finding a smoother ride for the cycle’s end

More responsible investment options for wealthy clients

Hedge fund managers ready for market changes

What aging HNW clients mean for wealth management

How to benefit from mental accounting

Where to find higher real yields

Franklin Templeton launches fixed income ETFs

Housing trends to consider for clients