Market Insights

Where to find better bond yields

As Europe struggles to get its collective fiscal house in order, investors have been extremely cautious. Equities have proven aptly named as “risk assets”, but yields on major “safe haven” bonds have been compressed to nearly negative real returns.

By Staff |December 9, 2011

2 min read

Industry

Income trust, redux?

Remember income trusts? The high-yielding business structures were pretty much obliterated at the beginning of this year as new tax treatment was implemented. But they may be making a comeback, thanks to a new structure devised by PwC.

By Staff |December 7, 2011

2 min read

Economic Indicators

Global recovery to remain polarized

The uneven global economic recovery will continue to create a two-speed world where emerging economies will persistently outpace those in the developed world.

By Vikram Barhat |December 6, 2011

2 min read

Market Insights

Moving closer to better than expected?

On the surface, it was yet another week of wrangling over the European debt situation and this time we witnessed a covert, well orchestrated intervention by the world’s most influential central bankers.

By David Andrews |December 5, 2011

5 min read

Profit from trade flow reversal

The recent hammering of the global financial markets, fears of recession and unprecedented deleveraging have heralded a changing of the guard as investment focus moves away from the consumer and into the businesses sector.

By Vikram Barhat |December 5, 2011

2 min read

Pension investing with ETFs

DC and RSP benefits are completely a function of contributions and the actual investment result for each employee. Employees are responsible for the outcome, not employers, and the pension amount is unknown until retirement. High costs, poor investment decision-making and lack of scale are documented problems with DC plans, which have generally experienced returns 1% lower than DB plans over time, according to a recent Towers Watson study.

December 1, 2011

10 min read

Mawer managers in for the long haul

While in Calgary, managing editor Melissa Shin sat down with two portfolio managers from Mawer Investment Management to speak about their process and strategies: Paul Moroz, who manages the Mawer Global Small Cap Fund (pictured, left) and Grayson Witcher, who manages the Mawer U.S. Equity Fund (pictured, right).

By Melissa Shin |December 1, 2011

5 min read

Mawer tops the field at Investment Awards

The theme song for the night could have been “More, More, More”—or rather, “Mawer, Mawer, Mawer”—at the 17th annual Morningstar Canadian Investment Awards last night, as the Calgary based asset manager walked away with eight top awards.

By Staff |December 1, 2011

3 min read

Market Insights

Where to find better bond yields

Income trust, redux?

Global recovery to remain polarized

Moving closer to better than expected?

Profit from trade flow reversal

Funds struggled back in final days of November

Pension investing with ETFs

Alpha versus beta

Mawer managers in for the long haul

Mawer tops the field at Investment Awards