Diana Cawfield

Global investing lowers risk

When it comes to investing in international equities, the forecast for 2011 finds a mix of challenges and opportunities on the horizon. Turmoil in Europe, and inflationary concerns in emerging markets may pose risks, but consumption spending and prudent companies offer a promising outlook.

By Diana Cawfield |January 11, 2011

4 min read

Market Insights

A cap-size view of Canadian equities

This Advisor.ca Special Report is sponsored by: For decades, the Canadian equity market has been criticized for its small position in the global market, its risky concentration in the financial and resources sector, and not all that long ago, the federal government’s hand in regulating the banking system and squelching mergers. Sentiment has changed dramatically […]

By Diana Cawfield |October 12, 2010

6 min read

Products

Shifting assets, your business

Aging clients and shifting assets are creating a volatile mix of challenges to the revenue stream for financial advisors. As asset gathering moves to an income generating focus, advisors are faced with serving their clients needs and protecting their own business at the same time. Add to the challenge, the severe market downfall in 2008 […]

By Diana Cawfield |August 11, 2010

4 min read

Market Insights

China’s changing

Skeptical of investing in China initially, Joseph Tse changed his mind about five years ago and reflects on the lessons of experience. “At the margin, things are changing dramatically,” says Tse, manager of Fidelity Far East. “Companies that we’re meeting today are also dramatically different, new IPOs (initial public offerings); the opportunities have grown by […]

By Diana Cawfield |April 1, 2009

3 min read

Market Insights

China’s Changing

By Diana Cawfield |April 1, 2009

3 min read

Market Insights

Manager of the year

Gerald Coleman, Morningstar Canada’s 2008 Manager of the Year, is in a buying mood. The founder and head of the Harbour team of managers at CI Investments Inc. has a long history of letting cash pile up when he can’t find any investment opportunities to his liking. But increasingly, the price is right for Coleman, […]

By Diana Cawfield |December 1, 2008

3 min read

Market Insights

Bank bear

Caution is the watchword for veteran hedge-fund manager Veronika Hirsch. “Right now we are sitting at 35% cash,” says the manager of the $142-million BluMont Hirsch Performance. “And I think that tells you how cautious we are. I’m using it strategically, as opposed to not having any ideas today.” Hirsch is the chief investment officer […]

By Diana Cawfield |September 1, 2008

3 min read

Market Insights

Ugly-looking stocks make contrarian strategy work

If you can tolerate double-digit losses like the ones we’ve seen recently, veteran fund manager Robert Tattersall suggests picking up a classic book on value investing and then just sitting tight. Tattersall is executive vice-president of Howson Tattersall Investment Counsel Ltd., where his roles include serving as lead manager since inception of the $296-million Saxon […]

By Diana Cawfield |August 1, 2008

3 min read