“Caution” is the watchword, say energy fund managers
“What differentiates this commodity cycle from others is the financial crisis that is overlaid on it,” reckons one manager
- By: Michael Ryval
- March 31, 2009 October 30, 2019
- 12:31
“What differentiates this commodity cycle from others is the financial crisis that is overlaid on it,” reckons one manager
Paul Musson says he is a “worrywart” and vows to tread carefully at all times
AGF shuts down fund
Some see tentative signs of a market bottom, but suggest the economy will muddle along for a while yet
Study shows that unhedged portfolios generally perform better
But so far, distribution cuts have been rare. And some REITs have been less affected than others by the economic downturn
Study attempts to determine a better way to measure fund risk
Two Canadian equity funds with distinctly different strategies
Fund merger at Capital International
High fees, poor portfolio structure help explain the uninspiring returns
Study shows that stocks suffer in periods of low but rising inflation
Performance of segregated fund families in 2008 have been helped by lightening up on equities
Managers of Canadian income trust equity funds are treading carefully in volatile markets. “It’s prudent to be cautious,” one says
New Internet sites provide platforms that verify actual performance
PALTrak launches seg fund product
IFIC wants rules amended to allow for TFSA beneficiary designations
David Taylor steers Dynamic Value Fund through treacherous markets
Fund companies that performed relatively well in a dismal year also had hefty cash positions
”There are great opportunities, although you have to be cautious,” says the manager of one high-yield fixed-income fund
Markets were treacherous places in 2008. Expect more of the same this year, say fund managers
Many are reluctant to admit that earlier decisions were wrong
A few basic checks can go a long way toward uncovering potential problems
High-yield, fixed-income funds are not all created equal
The markets’ precipitous decline has given fund managers with significant cash holdings a bevy of investing opportunities
Fidelity aims at high net-worth investors