Market Insights

Market Insights

Negative rates can turn your world upside down

How fixed income managers are responding

By Simon Doyle |October 21, 2016

7 min read

Market Insights

Small caps, smart returns

This manager relies on a deep understanding of a company’s practical value

By Jessica Bruno |October 21, 2016

9 min read

Market Insights

Why our obsession with returns is risky

Instead, measure a client’s performance against their goals.

By Mark Yamada |October 21, 2016

3 min read

Market Insights

Asset allocation vs. security selection — which wins?

The winner of the debate may surprise you.

By Adam Butler |October 21, 2016

7 min read

Impact investing makes gains with clients

Do your clients want to make a social impact when they invest? Knowing the answer to that question may be part of your KYC obligations if CSA’s proposed targeted reforms are approved. Regardless, clients who care about responsible investing may be interested in impact investing. In addition to a financial return, impact investing is meant […]

By Staff |October 17, 2016

2 min read

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

Market Insights

Negative rates can turn your world upside down

Small caps, smart returns

Why our obsession with returns is risky

Asset allocation vs. security selection — which wins?

Don’t price in a rate cut just yet

Clinton’s capital gains reform has cross-border costs

Impact investing makes gains with clients

Mackenzie introduces four corporate-class funds

Hot housing market still sizzles in third quarter

Only 1 in 4 Canadian equity funds outperformed, says SPIVA