Market Insights

Decorative pattern

Market Insights

Canadian equity bull has room to run

It's the time of year when investment experts get busy writing commentaries and fashioning forecasts. With one eye on the road ahead, and the other looking in the rear view mirror, here's their vision of Canadian equities for 2011.

By Vikram Barhat |January 11, 2011

3 min read

Decorative pattern

“I own what?” Get ready for income trust confusion

Just a warning to the IIROC-licensed advisors out there whose clients held onto their income trust holdings: You might get some confused phone calls the next time client statements go out. No doubt you explained to clients long ago that most of their income trusts would convert to corporate structures by January 1, 2011. Less […]

By Steven Lamb |January 7, 2011

1 min read

Decorative pattern

Resource focus paid off in 2010

Soaring commodity prices helped drive Canadian equity funds higher in 2010, marking a second consecutive year of gains, according to data from Morningstar Canada. In fact, all but two of Morningstar’s 44 fund categories ended the year with positive returns. The top performing fund category was the Precious Metals Equity Fund Index, which gained a […]

By Steven Lamb |January 5, 2011

2 min read

Decorative pattern

Leaving home in a global world

Studies consistently show if investors stay in their comfort zones—their home countries—they’re sacrificing returns.

By Scot Blythe |January 5, 2011

6 min read

Decorative pattern

Market Insights

Experts discuss risk

Clients witnessed risk in action in 2008, but have these lessons lingered? Risk is a layered concept. Although individual investors—even high net worth clients—acknowledge their balance sheets, do they truly recognize the forces behind them or even their own risk thresholds?

By Terri Goveia |January 1, 2011

14 min read

Decorative pattern

Market Insights

Looking beyond the U.S.

A fragile recovery, high unemployment and household indebtedness make America a friend in need. But as a country known more for permanent interests than friends, the U.S. is being increasingly seen as a poor choice for friendship.

By Vikram Barhat |January 1, 2011

5 min read

Decorative pattern

Market Insights

Financials in 2011

This past year has been interesting for financials. After the recession in 2008, bank rescues and profits led markets to recovery in 2009 as writedowns on bad loans began to slow and lending activity resumed.

By Andrew Zamfotis |January 1, 2011

3 min read

Decorative pattern

Market Insights

Currency, alternative asset class or negative-sum game?

The debate over whether currency is a stand-alone asset class — or a quick ticket to a loss — is understandably complicated. Between 2002 and 2007, currency exhibited low correlation with equity. As a result, the argument for currency as a stand-alone asset class — or at the very least an alternative asset class — was strong.

By Rayann Huang |January 1, 2011

6 min read

Decorative pattern

Preparing the power of attorney

What happens when your client is no longer capable of making his or her own decisions? Perhaps your client has planned for this event and given a power of attorney (POA) to someone he or she trusts. What, then, is your new role?

By Robert Mendenhall |January 1, 2011

5 min read

Decorative pattern

Economic Indicators

Economics of retirement in 2010

As we move toward the end of 2010, it’s worth reviewing what has changed – and what hasn’t – in the economics of retirement. We’ll do that by looking at the performance of the global economy and markets this year, investor perceptions of that performance and the ongoing public policy discussions around retirement income in Canada, as well as the impact that each of these factors might have on those who are saving and investing for retirement.

By Peter Drake |December 22, 2010

6 min read

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