Perfect storm for U.S. mortgage-backed investors

While some Canadian mutual funds have dabbled in U.S. mortgage-backed securities, Toronto-based Sentry Select Capital Corp. introduced that market to Canadian investors in a big way with launch of Mortgage-Backed Securities Trust in the 2003. Sentry Select has since introduced three other closed-end trusts — including two in 2005 — that also invest in the […]

By Michael Barrett | March 1, 2006

7 min read

Oil to remain strong in the near-term

(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

Risk 101: Systematic versus unsystematic risk

(January 2006) I’m a firm believer in risk management. That’s a bit like saying “I’m a firm believer in breathing.” We are all risk managers whether we admit it or not. And if that’s the case, I’d rather be more precise about it than less. The absolute basis of portfolio risk management is diversification. It’s […]

By Pierre Saint-Laurent | January 23, 2006

4 min read

Canadian commodities look golden in 2006

(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

4 min read