Investments

Industry

Be victorious over volatility

Tips for managers and investors as markets work through corrections

March 29, 2018

3 min read

Products

New Dynamic iShares ETF mitigates rate fluctuations

Dynamic Funds and BlackRock Asset Management Canada Limited have launched Dynamic iShares Active Investment Grade Floating Rate ETF. The fund aims to provide a floating rate of interest income while preserving capital by investing primarily in Canadian investment grade corporate bonds, and by using interest rate derivatives that seek to mitigate the effects of interest […]

By Staff |March 28, 2018

1 min read

Market Insights

What investors should know about China’s evolving economy

China’s rebalancing away from investment and exports and toward consumer consumption has important implications for investors. A closer look at rebalancing Historically, sustaining growth is difficult for emerging markets as their populations move into the middle class—introducing economic risk. Rebalancing the economy can help. “Success on this front should help reduce the risk of an […]

By Staff |March 28, 2018

4 min read

Industry

Drill into oil names using these tactics

How energy value investors can benefit from sector analysis

By Katie Keir |March 27, 2018

3 min read

How U.S.-China trade uncertainty could affect markets

“Markets have swung from euphoria over [U.S.] tax cuts to the protectionism pits.” So says TD senior economist Leslie Preston in a weekly economics report, referring to last week’s market performance. The poor showing was in response to the U.S. announcement to impose tariffs of 25% on up to US$60 billion of Chinese imports. Read: […]

4 min read

Mutual fund sales drop in February

Assets under management (AUM) for the mutual fund industry declined in February to a total of $1.48 trillion, says an IFC report. The AUM decreased by $4.6 billion, or 0.3%, compared with the month of January. The drop occurred because of “declines in the markets” said IFIC in a press release. Total mutual fund assets […]

By Staff |March 22, 2018

1 min read

Outlook for equities as rates rise

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

How active beat passive in 2017

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

3 min read

Investments

Be victorious over volatility

New Dynamic iShares ETF mitigates rate fluctuations

What investors should know about China’s evolving economy

Drill into oil names using these tactics

How U.S.-China trade uncertainty could affect markets

Why oil’s pain could be renewables’ gain

Mutual fund sales drop in February

Outlook for equities as rates rise

Could the TSX rebound in 2018?

How active beat passive in 2017