News and resources for Canada's top financial advisors
Est. 1998
Market Insights
(March 2006) Retail investors seeking insight on ‘where to invest next’ often look to the institutional side, reasoning that the largest money managers can afford superior research. While the energy sector may have been the obvious story in the recent past, institutional pooled equity funds continued to favour financial services stocks in the fourth quarter […]
By Steven Lamb | March 15, 2006
3 min read
(March 2006) After several years of poor performance — both in terms of sales and investment returns — foreign mutual funds appear to be levelling off, as total assets under management stabilize, according to research from Investor Economics. “Though currently out of favour, we believe this theme will reassert itself,” reads the latest issue of […]
By Steven Lamb | March 10, 2006
(February 2006) Investors who enjoyed the massive upside to the energy rally were more than a little disappointed this past week, as the price of crude oil plummeted from over US$66 a barrel to $62, slashing 400 points off of the energy-heavy TSX Composite index. Is the party over for the energy sector? It’s hard […]
By Steven Lamb | February 10, 2006
4 min read
(January 2006) The last time the S&P/TSX Composite broke through 11,000 investors foolishly believed the good times wouldn’t end. But end they did. Markets around the world fell hard, led by a raucous sell off in the U.S. tech sector. The markets have recovered, but the U.S. is shaky and could be a catalyst to […]
By Mark Brown | January 23, 2006
(January 2006) As the hurdles to income trust investment have fallen, more and more cash has flowed into the structures, driving a demand for research. Unfortunately, the majority of income trusts represent operations that can only be considered small- or even micro-cap businesses, resulting in limited analyst coverage. This is slowly changing, with more institutional […]
By Staff | January 13, 2006
5 min read
(December 2005) This past year may be best remembered for the continued rally in resources, or the various developments in the income trust sector, but it also marked the launch of a new product line that has quietly gathered significant assets for the fund companies behind them. Life-cycle funds aim to reduce the workload of […]
By Gavin Adamson | December 22, 2005
6 min read
(December 2005) Ever since the collapse of the technology bubble, value investing has enjoyed a renaissance, as investors rediscover the beauty of companies that have earnings and are trading at a discount. Knowing the fickle nature of the investing public, some have suggested that value investing may once again fall out of favour, ushering in […]
By Steven Lamb | December 22, 2005
(December 2005) Federal government policy is not usually known for being well timed, but the recent lifting of the foreign property rule (FPR) for RRSPs marks a departure from this truism. Just as our currency and stock markets are approaching three years of strong appreciation, the government has opened the door to unlimited foreign content […]
By Dan Hallett | December 9, 2005
(November 14, 2005) While the mutual fund industry has enjoyed strong sales throughout 2005, Canadian investors have consistently demonstrated a preference for domestic equity, preferably with an income component. To date, such a strategy has proven quite profitable for investors and managers of these favoured funds. Foreign equity…not so much. “The whole global species is […]
By Steven Lamb | November 14, 2005
(October 2005) For many years during the 1990s it was conventional wisdom for plan sponsors, big and small, to follow a certain pattern for investing. Generally, plans took a traditional approach whereby 60% of investments went into stocks and 40% went into bonds. But the times are changing for pension plans and they are increasingly […]
By Scot Blythe | November 1, 2005
8 min read
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