Market Insights

Primer on private equity

Access isn’t as difficult as you think

By Dean DiSpalatro |May 16, 2014

8 min read

The trouble with foreign withholding taxes

Estimate the hidden tax drag on U.S. and international equity index funds and ETFs

By Justin Bender and Dan Bortolotti |May 16, 2014

6 min read

Feed the income hungry

Editorial: Ultra-low interest rates limit choices for conservative investors

By Melissa Shin |May 9, 2014

2 min read

Conservative clients could hedge bonds

Fixed-income investing’s never been more challenging. All traditional bond investors have been able to do, says Philip Mesman, a portfolio manager at Picton Mahoney Asset Management in Toronto, is decrease bond duration and increase cash. “That results in mediocre returns; or, as we saw last year, negative returns.”

By Dean DiSpalatro |May 9, 2014

3 min read