Missing the mark
Risk ratings may do more harm than good
- By: Dan Hallett
- December 22, 2016 October 30, 2019
- 00:45
Latest news in Focus on Products
Sector Watch: Trump election could be a game-changer
But portfolio managers anticipate market uncertainty
- By: Michael Ryval
- December 22, 2016 October 30, 2019
- 00:45
New portfolio manager at First Asset
Toronto-based First Asset Investment Management Inc. has named Signature Global Asset Management, a unit of CI Investments Inc., as the portfolio manager for First Asset…
- By: Fiona Collie
- December 22, 2016 October 30, 2019
- 00:45
Horizons looks to Europe
Toronto-based Horizons ETFs Management (Canada) Inc. has launched a new ETF focused on Europe-based companies. In what Horizons is hailing as a “Canadian first,” Horizons…
- By: Fiona Collie
- December 22, 2016 October 30, 2019
- 00:45
Sector Watch: Stronger oil & gold prices boost stocks
A commodities-based economic recovery should support the fortunes of small-cap stocks
- By: Michael Ryval
- November 25, 2016 October 30, 2019
- 00:30
Concentrating benefits
Concentrated-factor ETF portfolios tend to outperform
- By: Michael Nairne
- November 25, 2016 October 30, 2019
- 00:30
Harvest launches ETFs
Oakville, Ont.-based Harvest Portfolios Group Inc. has converted four closed-end mutual funds into ETFs. Brand Leaders Plus Income ETF (formerly Brand Leaders Plus Income Fund)…
- By: Fiona Collie
- November 25, 2016 October 30, 2019
- 00:25
Desjardins changes funds’ strategies, names
Montreal-based Desjardins Investments Inc. has announced changes to its Chorus II Portfolios. The funds’ investment strategies now will include volatility-reduction criteria to determine what percentage…
- By: Fiona Collie
- November 25, 2016 October 30, 2019
- 00:25
Management changes at CI
Toronto-based CI Investments Inc. has made changes in portfolio management for its G5/20 fund series. Montreal-based Fiera Capital Corp. has taken over the series’ portfolio…
- By: Fiona Collie
- November 25, 2016 October 30, 2019
- 00:25
Questrade lowers fees
Toronto-based Questrade Wealth Management Inc. has reduced management fees on six of its ETFs. Questrade Russell 1000 Equal Weight U.S. Technology Index ETF Hedged to…
- By: Fiona Collie
- November 25, 2016 October 30, 2019
- 00:25
Advice gap exists now
Small clients are lucky to get one meeting a year with their advisor
- By: Dan Hallett
- November 11, 2016 October 30, 2019
- 00:45
Positive outlook for emerging markets
But there also are some risks, including the health of China's economy and the threat of low commodities prices
- By: Michael Ryval
- November 11, 2016 October 30, 2019
- 00:45
Purpose focuses on income
Toronto-based Purpose Investments Inc. has launched two income-generating investments that are available as mutual funds and ETFs. Purpose Conservative Income Fund is meant for investors…
- By: Fiona Collie
- November 11, 2016 October 30, 2019
- 00:00
Mackenzie adds to corporate-class lineup
Toronto-based Mackenzie Financial Corp. has added four corporate-class mutual funds to its lineup. Mackenzie Canadian Growth Class focuses on companies that are market leaders, but…
- By: Fiona Collie
- November 11, 2016 October 30, 2019
- 00:00
New ETFs from First Asset
Toronto-based First Asset Investment Management Inc.’s product shelf is a little bit broader now with the recent launch of three new ETFs. First Asset U.S.…
- By: Fiona Collie
- November 11, 2016 October 30, 2019
- 00:00
A silver lining at BMG
A mutual fund focused on silver bullion now is available from Toronto-based Bullion Management Group Inc. (BMG). BMG Silver BullionFund invests exclusively in silver bullion…
- By: Fiona Collie
- November 11, 2016 October 30, 2019
- 00:00
Building client guardrails
Look for weakness in retirement income
- By: Gordon Powers
- October 31, 2016 October 30, 2019
- 23:45
Benefits of concentration
Study shows the outperformance of equity mutual funds with concentrated portfolios
- By: Michael Nairne
- October 31, 2016 October 30, 2019
- 23:45
“Caution” is the watchword in Europe
Portfolio managers point to uncertainty caused by Brexit and sluggishness of many economies in Europe
- By: Michael Ryval
- October 31, 2016 October 30, 2019
- 23:45
Emerging-markets ETF from Sphere
A new emerging-markets ETF is available from Toronto-based Sphere Investment Management Inc. Sphere FTSE Emerging Markets Sustainable Yield Index ETF is a smart-beta fund that…
- By: Fiona Collie
- October 31, 2016 October 30, 2019
- 23:00
Morningstar and Brandes team up
Toronto-based Morningstar Associates Inc. and Bridgehouse Asset Managers, the Canadian arm of California-based Brandes Investment Partners LP, have launched their first joint mutual fund. The…
- By: Fiona Collie
- October 31, 2016 October 30, 2019
- 23:00
First Trust starts a rotation
Toronto-based FT Portfolios Canada Co. has unveiled First Trust Dorsey Wright Dynamic U.S. Sector Rotation Index ETF (C$-hedged). This ETF seeks to replicate the performance…
- By: Fiona Collie
- October 31, 2016 October 30, 2019
- 23:00
NEI fund bets on the elderly
Toronto-based NEI Investments’ newest mutual fund is looking for investment opportunities created by aging populations around the globe. NEI Generational Leaders Fund invests in equities…
- By: Fiona Collie
- October 31, 2016 October 30, 2019
- 23:00
Two new ETFs from Vanguard
Toronto-based Vanguard Investments Canada Inc. has launched two currency-hedged exchange-traded funds (ETFs). Vanguard FTSE Developed Asia Pacific All Cap Index ETF tracks the performance of…
- By: Fiona Collie
- October 31, 2016 October 30, 2019
- 23:00
First Asset adds to its product roster
Four new ETFs are available from Toronto-based First Asset Investment Management Inc. Both First Asset Cambridge Core Canadian Equity ETF and First Asset Cambridge Core…
- By: Fiona Collie
- October 14, 2016 October 30, 2019
- 23:00