News and resources for Canada's top financial advisors
Est. 1998
Market Insights
February’s market volatility and subsequent drop in equities was triggered in part by rising yields for 10-year U.S. Treasurys. “Whether equity markets like it or not, the 10-year yield seems to be on the way to 3% faster than expected,” says National Bank in a monthly equity report. The question is, can the economy handle […]
By Staff |March 21, 2018
3 min read
Economic Indicators
Despite poor near-term performance, the outlook for the index is positive
March 20, 2018
Despite relatively large equity returns last year, passive management didn’t emerge as the management winner in 2017. About 63% of U.S. funds underperformed the index last year, finds the SPIVA U.S. scorecard. Read: U.S. stock hits and misses However, on an asset-weighted basis, which better reveals active management, all U.S. large-cap funds returned about 22.8%, […]
By Staff |March 19, 2018
Products
Sun Life Global Investments (Canada) Inc. and Excel Funds Management Inc. are closing two Excel ETFs with the goal of refining the firm’s ETF strategy. Effective at close of business on or about May 30, Sun Life Global Investments and Excel will close Excel Global Balanced Asset Allocation ETF and Excel Global Growth Asset Allocation […]
2 min read
Advisor's Edge
PMs share insights from their playbooks
March 16, 2018
10 min read
South Korea’s emerging market depends largely on trade
By Mark Burgess |March 16, 2018
7 min read
Is this company the lowest-cost producer?
9 min read
Accounting issues cloud analysis
By Al and Mark Rosen |March 16, 2018
Signed on March 8, the deal connects Canada with more regions
By Staff |March 16, 2018
Minimize the risk of not achieving targeted replacement income
By Mark Yamada |March 16, 2018
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