Investments

Decorative pattern

Market Insights

How

(September 2007) At the beginning of the summer of 2007, a new language seemed to emerge. The media, pundits, advisors, doomsayers were all talking in what I called the “alphabet acronyms” — i.e., CDOs, ABSs, ABCP and so on. I would wager few financial advisors gave much thought to these products before they became the […]

By Peter Drake |September 10, 2007

4 min read

Decorative pattern

Market Insights

High interest savings accounts on the rise

(September 2007) With the markets in turmoil, many clients are looking for new, less risky places to put their money. According to Toronto-based consultancy firm Investor Economics, the high interest savings account (HISA) is turning out to be the destination of choice for risk-averse investors. A recent Insight report from the firm focuses on the […]

By Bryan Borzykowski |September 6, 2007

3 min read

Decorative pattern

Market Insights

Quality trusts offer downside protection

(August 2007) It has been an unusually rough summer on the capital markets, which may be fine for younger investors with longer time horizons, but for those nearing retirement — or already there — volatility is the last thing they need. For investors who want downside protection and potential growth, it may be time for […]

By Steven Lamb |August 29, 2007

3 min read

Decorative pattern

Market Insights

Quality trusts offer downside protection

(August 2007) It has been an unusually rough summer on the capital markets, which may be fine for younger investors with longer time horizons, but for those nearing retirement — or already there — volatility is the last thing they need. For investors who want downside protection and potential growth, it may be time for […]

By Steven Lamb |August 27, 2007

3 min read

Decorative pattern

Market Insights

Retirement planning should be a sure thing

Most advisors already know the results, but they are well worth reviewing. On average, the individual who saved half as much but for twice as long (30 vs.15 years) ended up with nearly three times the wealth of the individual who saved twice as much, but for only half as long. In fact, historically the […]

By Peter Drake |August 8, 2007

4 min read

Decorative pattern

Canada finally gets the go-head to issue covered bonds

(July 2007) Just when you thought you knew everything there was to know about North America’s financial markets, along comes a brand new product that could have lasting effects on Canada’s financial industry. In late June the Office of the Superintendent of Financial Institutions gave the go-ahead for Canadian banks to start issuing covered bonds […]

By Bryan Borzykowski |July 18, 2007

5 min read

Decorative pattern

130/30 poised to hit retail market

One of the most popular institutional investment strategies, the 130/30, is making its way into the retail market. Last week, UBS launched the first pair of 130/30 funds in the world aimed at this market segment. Although these types of funds are not approved for the average individual investor in Canada yet, industry observers say […]

By Mark Noble |July 10, 2007

5 min read

Decorative pattern

Hedge fund strategies: Making sense of it all

(July 2007) The hedge fund world is a universe in itself. There are many different strategies, with different objectives, but too often they are lumped together under the overarching “hedge funds” heading. Let’s make some sense of hedge fund strategies. First things first — there are three basic hedge fund strategies: a) Relative value strategies: […]

By Pierre Saint-Laurent |July 9, 2007

2 min read

Decorative pattern

Market Insights

Central bank rates and retirement

(July 2007) Interest rates have been a big news story in recent weeks. The financial press writes massive amounts of copy on potential changes to short-term interest rates by central banks. For the most part, their analysis is short term. However, those of us involved in retirement planning need to take a longer-term perspective. We […]

By Peter Drake |July 5, 2007

4 min read

Decorative pattern

Since You Asked: Defining alternatives

(June 2007) Advisor.ca is pleased to introduce a new monthly investment column by Pierre Saint-Laurent. “Since You Asked” will answer advisor frequently-asked questions concerning investments. Many advisors get confused by what alternative investments entail. Typically, one associates alternative investments, or alts for short, with hedge funds. However, there is much more to alts than just […]

By Pierre Saint-Laurent |June 18, 2007

4 min read

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