Mutual funds

Equity funds surge in October

Canadian mutual fund investors chalked up another strong month in October, at least in their equity exposures, according to data compiled by Morningstar Canada. All eyes were on the U.S. Federal Reserve, which is expected to introduce a second round of quantitative easing on November 3. The expectation of additional stimulus drove global markets higher. […]

By Steven Lamb |November 2, 2010

2 min read

Canadian fund costs in line with U.S.

You’ve probably heard it a thousand times: Canadian mutual fund fees are too high — just look to the U.S. for proof. But a new study finds that this nugget of conventional wisdom might be a complete fallacy. Comparisons of Canadian management expense ratios to U.S. total expense ratios are far too simplistic, according to […]

By Steven Lamb |September 9, 2010

3 min read

Bountiful bonds

Corporate bonds might be suffering from their worst performance ever, but there’s a silver lining. Today’s investors are compensated with a significant risk premium for investing in shortand mid-term corporate bonds (corporates) over similar term Canadian government bonds (Canadas). Yield spreads for corporates in Canada have moved sharply higher due to a number of factors: […]

By Hanif Mamdani |February 1, 2009

6 min read