Investments

Managers increasingly bullish on stocks

Investment managers expect 2010 will end on a high note, which should continue into 2011, according to Russell Investments' quarterly survey.

By Steven Lamb |December 15, 2010

2 min read

Industry

Dynamic added to Transamerica’s TOP Portfolios

Transamerica Life Canada has announced the addition of Dynamic Funds to its list of approved partners, making Dynamic funds eligible for inclusion in Transamerica’s TOP Portfolios. “Dynamic brings a lot to the table in terms of funds that we feel will complement our portfolios very nicely,” said Geraldo Ferreira, vice-president of product development and management […]

December 14, 2010

1 min read

Industry

Paying the price for greed

Greed, in the context of the world economy, was a prominent topic of discussion leading up to 2008. Today though, after the crash, greed has been replaced by fear. From bad debt and lower consumer spending to falling home prices and high unemployment in the U.S., Europe and Japan, we’re paying the price for our […]

By David Sung |December 13, 2010

5 min read

Industry

Genders split on investments, retirement

Men are not only from Mars and women are from Venus but the two sexes apparently live into two different timelines as well: the future and the present. According to a study conducted by BlackRock’s iShares business in Canada, Male investors live for the present while cautious female investors are looking ahead to the future. […]

By John Powell |November 1, 2010

2 min read

Faceoff: Home bias

If you define home bias as being 100% of a portfolio in Canada, then I think it’s a mistake. If you define home bias as being anything that’s over 3% to 4% of a portfolio, then I think it’s very important that Canadians have a home bias.

By Vikram Barhat |November 1, 2010

7 min read

Managers remain bullish on Canadian stocks

While consumer confidence may be in the doldrums, the majority of investment managers remain bullish on Canadian stocks, according to the latest Russell Investment Manager Outlook survey. The poll found 56% of managers were optimistic about equities, with half of managers saying the market was undervalued. Just over one third (36%) said the market was […]

By Steven Lamb |September 29, 2010

2 min read

A.M. market data for September 15, 2010

North American markets Back to Top Open Change YTD Dow Jones 10,526.49 -17.64 or -0.17% +0.94% S&P 500 1,121.10 -0.80 or -0.07% +0.54% NASDAQ 2,289.77 +4.06 or +0.18% +0.91% TSX 12,192.98 +43.12 or +0.35% +3.80% International markets Back to Top Open Change YTD Nikkei 9,516.56 +217.25 or +2.34% -9.77% Hang Seng 21,725.64 +29.60 or +0.14% […]

By Staff |September 15, 2010

1 min read

Keep elderly clients in mind

I’ve been doing retirement planning for the last 25 years. I started off as an insurance agent and am old enough to remember when there was no such thing as a retirement industry. In 1985, specializing in retirement planning and all the issues related to seniors was decidedly un-sexy. In fact, some of the people […]

5 min read

Premium Advice — Using insurance to ensure a happy second marriage

A lot of our clients are successful in business, but marriage is another story. Many first-time unions have ended in divorce because of an overworked husband or wife, but now that they have a solid career, it’s often time to find a special someone again. Life isn’t as simple for your client as it was […]

4 min read