Ontario's 2016 budget ushers in major changes.
My inbox is bombarded almost daily with the latest report or white paper on such-and-such industry topic. I can’t read them all, but I always make time for reports on fees and the great battle between active managers and the index. What’s caught my eye—and ire—is that some data providers present active manager performance reports […]
Client profile Brad and Lydia Anderson* are both 50 years old and plan to retire in 15 years. They’re comfortable financially, but their investments are scattered across five institutions and their strategy isn’t optimised to meet their goals. Brad is a successful IT consultant and Lydia is a senior manager at a major construction equipment […]
The Department of Finance has released draft legislation that would solve a tricky problem for spousal trusts arising from rule changes made under the previous government.
Most global macro managers are uniquely unconstrained
What it is, how it collapsed and what’s left of it
It’s been a rough year for commodities in general, and crude in particular. What will the new year hold?
Vancouver-based couple needs advice on restructuring
These strategies are likely most appealing to risk-averse clients
True hedge funds reduce, rather than add, risk