News and resources for Canada's top financial advisors
Est. 1998
Market Insights
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
How energy value investors can benefit from sector analysis
By Katie Keir |March 27, 2018
3 min read
“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: […]
By Staff, with files from The Associated Press |March 26, 2018
Economic Indicators
A look at declining demand for fossil fuels
By Mark Burgess |March 22, 2018
2 min read
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
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
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 […]
Advisor's Edge
PMs share insights from their playbooks
March 16, 2018
10 min read
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