Global investing

Emerging markets back on top

The market reaction to the recent EU summit has been cheerful and the euphoria was felt across the world including in emerging markets. Cautious optimism continues to be the preferred approach for many others.

By Vikram Barhat |October 28, 2011

4 min read

Market Insights

Europe: An argument for active management

Since news of Europe’s banking and sovereign debt crisis broke in the latter part of 2009, sales of European equity funds have been in continuous decline, while the volatility of the MSCI Europe index has increased.

By Rayann Huang |October 27, 2011

6 min read

Industry

Capital restrictions can be tamed, but not timed

Awareness of capital control tools and a road map for when they’ll likely be implemented can reduce uncertainty and help investors anticipate some of the structural changes that can impact cross border fixed-income portfolios.

By Vikram Barhat |October 26, 2011

3 min read

Economic Indicators

Only structural change can heal global system

There is something fundamentally amiss with the global economy and it will take structural change to set things right.

By Vikram Barhat |October 18, 2011

3 min read

Homeland affinity

It’s been six years since the federal government moved to scrap foreign content limits in registered plans in an effort to open up the market to international investments. Yet Canadians still prefer investing closer to home

By Doug Watt |October 1, 2011

6 min read

Hedge funds see global macro on top in 2012

If emerging markets seem to dominate mainstream investing discourse, rest assured, the same is true of the alternative investment space. Among hedge fund managers, global macro strategies are expected to deliver the best returns in 2012.

By Staff |August 29, 2011

1 min read

Opportunity lies under ruins of global economy

Unprecedented geopolitical and economic changes have left a trail of destruction, but they’re also breeding new investment opportunities around the world. A panel of investment pundits discussed where those opportunities lie and how to capitalize on them at Franklin Templeton’s 2011 Investment Forum, in Toronto. Discussion rarely strayed far from the usual suspects: the debt […]

4 min read

U.S. stocks back in vogue: Russell survey

The U.S. economy should sustain its recovery, despite the expiry of the Federal Reserve’s second round of quantitative easing, according to a survey of Canadian investment managers. In fact, the latest Russell Investments Investment Manager Outlook found that the American stock market is seen as holding the most promise. Sixty-two percent of respondents were bullish […]

By Staff |July 4, 2011

2 min read