Market Insights

Time for spring cleaning: BMO

Your closet or garage isn’t the only thing that may need a cleaning this spring. The Bank of Montreal is suggesting that market fluctuations stemming from recent global events make this a good time to dust off your financial plan and re-evaluate your choices. They suggest four nuts and bolts steps to getting on track: […]

By Staff |April 5, 2011

2 min read

Industry

IPO market takes a pause: PwC

The impact of geo-political strife in the Middle East and North Africa and tripartite tragedy in Japan hindered the Canadian IPO market in the first quarter, according to the quarterly PwC survey of initial public offerings on Canadian equity exchanges. However, the pause could mean new investment opportunities for those waiting on the sidelines hoping […]

By Vikram Barhat |April 4, 2011

2 min read

Industry

Impact investing focused on innovation

A participatory speaker series around impact investing, aptly named Eye4Impact, kicked off on March 29 in Montreal. The initiative is backed by TBC Capital Inc., a Montreal-based financial services firm with a mandate to provide investment strategies and solutions with a focus on impact investments. The inaugural edition of the series featured Russell Read, former […]

By Vikram Barhat |April 4, 2011

3 min read

Industry

Global crises curb March fund returns

Investors who held onto Japanese equity funds through March probably know what to expect when they look at their statements this month. The earthquake, tsunami and nuclear crisis that struck the country took a heavy toll on equity investments. Japan’s Nikkei 225 Index finished March with a year-to-date decline of 8.2%, having recovered from being […]

By Staff |April 4, 2011

2 min read

Standard Life proposes fund line-up changes

Standard Life Mutual Funds has proposed changes to the investment objectives of five of its funds: Standard Life Global Monthly Income Fund, Standard Life Canadian Dividend Growth Fund, Standard Life Canadian Dividend Growth Class, Standard Life Dividend Income Fund and Standard Life Canadian Small Cap Fund. The goal of these changes is to provide more […]

By Staff |April 4, 2011

1 min read

Inside Rental, Leasing Services stocks

Industries in the Rental and Leasing Services sector include companies that provide a wide array of tangible goods, such as automobiles, computers, consumer goods, and industrial machinery and equipment to customers in return for a periodic rental or lease payment.

By Chip Brian |April 1, 2011

3 min read

IFRS issues recall the 2000 crash

First-quarter financial reports will deliver some strange and surprising results courtesy of the new IFRS accounting rules that came into effect for most companies on January 1. And some companies will be working hard to convince you that the new rules will have no adverse impact. That means advisors might have to contend with a certain amount of EBIFRS (earnings before IFRS).

6 min read

Brompton launches Tech Leaders Income fund

Brompton Funds Management has announced that its Tech Leaders Income Fund has filed a preliminary prospectus for a public offering of units at a price of $10.00 per unit. The fund was created to invest in an equal-weight portfolio consisting of equity securities of 15 leading technology companies which have market capitalization of at least […]

By Staff |March 31, 2011

1 min read

The argument for ESG integration

A new phenomenon has been emerging in the space of socially responsible investment. It’s the integration of environmental, social and governance (ESG) information into investment processes. The growing interest in ESG information within the mainstream investment community has meant various ESG factors are entering the vocabulary of mainstream financial analysts and fund managers. ESG investing […]

3 min read