Market Insights

Decorative pattern

Market Insights

Too late for defence

After licking his wounds following last year’s savage bear-market mauling, Bradley Radin believes it’s better to stay the course and position Templeton Global Smaller Companies for better times. “I’m in the camp that believes it’s too late to be defensive. You want to be on the offensive and be ready for the rebound,” says Radin, […]

By Michael Ryval |February 2, 2009

3 min read

Decorative pattern

Market Insights

Analyst’s report ethical special equity

The hallmark of Ethical Special Equity has been its remarkable ability to keep pace with the index when markets are hot, while outperforming during tougher times. It’s management’s conservative approach and discipline have mitigated losses, beaten the fund’s benchmark and peers, and provided a smoother ride along the way. Our confidence in the management’s ability […]

By David O'Leary |February 2, 2009

3 min read

Decorative pattern

Market Insights

Pitfalls of leveraging

The notion of borrowing money to invest likely isn’t first and foremost on most people’s minds in a down market. But I’ve come across yet another study touting the benefits of leveraging retirement savings. The release of the June 2008 working paper, Life-Cycle Investing and Leverage: Buying Stock on Margin Can Reduce Retirement Risk, written […]

By Jim Otar |February 1, 2009

6 min read

Decorative pattern

Market Insights

Change is good

This global economic meltdown is beginning to expose great shortcomings in the fi nancial services industry. Maybe that’s a good thing, as it’ll shine the spotlight on areas that need real change. Let’s start with the regulators. Advisors across Canada are bombarded with paper shuffl ing and disclosure work, all in the guise of protecting […]

By Brian Hein |February 1, 2009

3 min read