Investments

Decorative pattern

Products

Real estate smoothes portfolio volatility

With the real estate market booming across the country, it may be hard to ignore the capital appreciation aspect of real estate investments. But for many institutional portfolio managers, real estate is a core holding rooted firmly in the fixed income side of the asset mix. Sure, housing prices seem sky high, but residential property […]

By Steven Lamb |April 21, 2006

5 min read

Decorative pattern

Market Insights

Income fix

(April 2006) To help clients generate sufficient retirement income, advisors must outline strategies that will take advantage of the good times but will also assuage clients by withstanding volatility in the equities markets. Many Canadians will need to use all or most of their investment assets to maintain their current lifestyles throughout the retirement years, […]

By Clay Gillespie |April 13, 2006

6 min read

Decorative pattern

Products

Norshield Saga: An in-depth look

(April 2006) Largely based in the Quebec market, the story of Norshield Asset Management may not have attracted the same national media attention as Portus, but the story is just as compelling: a labyrinth of inter-related companies, a regulatory crackdown and investor funds vanishing into thin air. Investigative journalist Scot Blythe has been digging into […]

By Staff |March 31, 2006

1 min read

Decorative pattern

Market Insights

Sub-advisors facing increased competition

(April 2006) The drive toward lower MERs and overall costs may be benefiting investors, but it has ravaged the third party sub-advisory industry, according to the latest research from Investor Economics. Between December 2001 and December 2005, the number of fund companies using sub-advisors dropped 34%, from 94 to 62. The number of long-term funds […]

By Steven Lamb |March 31, 2006

3 min read