Uncovering a hotbed of emerging-market opportunities
CIM’s James Morton points to emerging markets’ hard-working, young populations as drivers of growth
- By: Jade Hemeon
- May 29, 2007 October 30, 2019
- 11:53
Latest news in Focus on Products
Two funds that emphasize value investing merit a look
Managers of C.I. Harbour Fund and AGF Canadian Real Value Fund both scour the markets for solid yet undervalued companies
- By: Gordon Powers
- May 29, 2007 October 30, 2019
- 11:53
PRODUCT WATCH
Goodman launches Dynamic global fund/Toronto-based investment firm Goodman & Co. Investment Counsel Ltd. has launched Dynamic Global Value Balanced Fund, which will invest in bonds…
- By: Lara Hertel
- May 29, 2007 October 30, 2019
- 11:53
New opportunities to go global with mutual funds
With clients looking to take their portfolios global, the big issue for advisors is how much they should send overseas
- By: Jade Hemeon
- May 29, 2007 October 30, 2019
- 11:53
U.S. market still offers firms with potential
The U.S. economy is losing some of its vigour, but managers expect further gains from many big-name companies this year
- By: Michael Ryval
- May 29, 2007 October 30, 2019
- 11:53
Caldwell capitalizes on stock market activity
While funds enable clients to profit by investing in international stock exchanges, firm sees trend toward exchanges going public
- By: Jade Hemeon
- April 30, 2007 October 30, 2019
- 14:46
Managers stress caution in investing in Asia-Pacific region
They believe Japan won’t do as well as its neighbours, but there seems to be no consensus on which markets will perform best
- By: Michael Ryval
- April 30, 2007 October 30, 2019
- 14:46
Students pinpoint industry ills
Shortcomings in education programs, lack of focus on ethics and governance
- By: Glorianne Stromberg
- April 30, 2007 October 30, 2019
- 14:46
Sun Life product offers secure retirement income
SunWise Elite Plus guarantees 5% minimum annual payout on an investment for 20 years, rivalling a Manulife product
- By: Jade Hemeon
- April 30, 2007 October 30, 2019
- 14:46
Trend to higher correlation
Lots of research suggests that a portfolio of uncorrelated assets should have a higher risk-adjusted return than any of its individual components. The effect is…
- By: Gordon Powers
- April 30, 2007 October 30, 2019
- 14:46
PRODUCT WATCH
Fidelity rolls out six managed portfoliosToronto-based Fidelity Investments Canada Ltd. has launched a lineup of six fund-of-funds wrap portfolios that will invest in a mix…
- By: Lara Hertel
- April 30, 2007 October 30, 2019
- 14:46
Getting clients’ feet wet in a new specialty fund
Criterion Water Infrastructure Fund, which invests in water industries, may appeal to clients concerned about the environment
- By: Gavin Adamson
- April 30, 2007 October 30, 2019
- 14:46
DRIPs are ideal for clients with just a trickle of cash
Even though dividend reinvestment plans keep transaction fees at bay, they require a lot of paperwork
- By: Jade Hemeon
- April 30, 2007 October 30, 2019
- 14:46
Boosting exposure to commodities without currency risk
Commodity booster notes provide potential for full upside participation and guarantee investors’ principal
- By: Dwarka Lakhan
- April 30, 2007 October 30, 2019
- 14:46
Two funds that focus on Europe worth a look
AGF International Stock Class and AIM International Growth Class should appeal to advisors who are looking abroad
- By: Gordon Powers
- April 30, 2007 October 30, 2019
- 14:46
PRODUCT WATCH
Mackenzie proposes changes to Quadrus fundsToronto-based Mackenzie Financial Corp. is asking unitholders of its funds distributed through mutual fund dealer Quadrus Investment Services Ltd. to…
- By: Lara Hertel
- April 3, 2007 October 30, 2019
- 11:43
Client fund money goes global
International funds and managed products popular during RRSP season
- By: Catherine Harris
- April 3, 2007 October 30, 2019
- 11:28
Meaningful disclosure problematic
Many Canadians lack literacy, numeracy skills to ensure financial well-being
- By: Glorianne Stromberg
- April 3, 2007 October 30, 2019
- 11:28
Building effective review committees
IFIC has developed guidelines to help create IRCs by the May 1 deadline
- By: Joanne De Laurentiis
- April 3, 2007 October 30, 2019
- 11:28
Socially responsible investing soars
Pension funds lead surge as SRI assets top $500 billion in 2006
- By: Lara Hertel
- April 3, 2007 October 30, 2019
- 11:28
Energy sector still holds promise for picky advisors
Canada’s oil and gas stocks have been in a slump for months, but some managers say certain stocks make long-term investments
- By: Michael Ryval
- April 3, 2007 October 30, 2019
- 11:28
Is a single fund classification system imminent?
Morningstar Canada has rejoined the CIFSC, which could mean an end to client confusion over two competing methods
- By: Michael Ryval
- April 3, 2007 October 30, 2019
- 11:28
Following in the footsteps of the masters
Warren Buffett is a pretty good stock-picker. So, why not mimic his portfolio?
- By: Gordon Powers
- April 3, 2007 October 30, 2019
- 11:28
Two funds offer downside protection at low cost
Leith Wheeler Canadian Equity Series B Fund and Mawer Canadian Equity Fund both outperform their benchmarks
- By: Gordon Powers
- April 3, 2007 October 30, 2019
- 11:28
Manager on “banana peel” alert
Jeff Hyrich looks for good firms that have slipped but will pick themselves up
- By: Gavin Adamson
- March 5, 2007 October 30, 2019
- 12:24