Market Insights

The why behind Buffett’s latest moves

This week, Berkshire Hathaway boosted its position in United, American and Delta airlines, having initially bought shares in November. If you were scratching your head about why Buffett is keen on the American airline industry, you weren’t alone. Read: Red flags for equity investors In its analysis of the investment, the Chicago Tribune notes that […]

By Staff |February 16, 2017

2 min read

Industry

Will active beat passive in 2017?

This year, portfolio winners may be hard to find. There will be a compression of market multiples and a return to stock picking.

By Sarah Cunningham-Scharf |February 16, 2017

3 min read

Industry

Two more managers to launch ETFs as Canadian assets grow

Since the beginning of the year, nine ETF providers have launched a combined 33 new products in Canada, reports National Bank in an industry note. That brings total Canadian ETF assets to $114 billion. Read: ETFs the investment of choice for younger clients Globally, ETFs and ETPs reached a record high of US$3.689 trillion at […]

By Staff |February 15, 2017

1 min read

Market Insights

Globally, ETF assets reached record high in January

ETFs and ETPs gathered a record level of US$62.13 billion in net inflows in January, says ETFGI.

By Staff |February 14, 2017

1 min read

NAFTA, the U.S. trade success story

Technology, not NAFTA, has cut manufacturing jobs. Read: Is Canadian business confidence on shaky ground? In fact, manufacturing’s share of U.S. GDP has been stable for decades, reveals a Scotiabank economics report. Despite President Trump’s talk of trade imbalances and job losses, NAFTA is a trade success story, having tripled the continent’s trade and ensured […]

3 min read

EY’s Canadian mining index soars 61% in 2016

An Ernst & Young Canadian mining index declined 13% in the last quarter of 2016, largely due to weakness in gold and nickel prices, offset partly by gains in copper and zinc prices. (Copper increased 14% in anticipation of infrastructure spending in the U.S.) Read: Oil leads positive outlook for commodities The Mining Eye index […]

By Staff |February 13, 2017

1 min read

Why to expect more currency volatility

An acceleration in “drawbridge capitalism” is expected to affect global capital flows and encourage more currency volatility, PIMCO’s Gene Frieda says in a market commentary on Thursday. Protectionist policies putting domestic business first — what Frieda calls “drawbridge capitalism” — will accelerate a retreat from globalization and deepen correlations between geopolitics and international trade. The […]

By Staff |February 9, 2017

2 min read

Market Insights

The why behind Buffett’s latest moves

Will active beat passive in 2017?

Two more managers to launch ETFs as Canadian assets grow

Globally, ETF assets reached record high in January

Tackling infrastructure investment, part two

Focus shifts from NAFTA to Canada-EU trade outcome

Why these two managers wouldn’t buy Saudi Aramco

NAFTA, the U.S. trade success story

EY’s Canadian mining index soars 61% in 2016

Why to expect more currency volatility