News and resources for Canada's top financial advisors
Market Insights
There is growing evidence that Canadian investors are taking advantage of the foreign property rule abolition, as the monthly Investor Economics’ Insight reports increasing popularity for this category through the first four months of this year. Mutual fund sales in general were positive in April, despite softer market performance, bucking the negative-flows trend of recent […]
By Steven Lamb |June 2, 2006
2 min read
(May 2006) Even though the foreign property rule has been gone for more than a year, many advisors are still reluctant to overhaul their clients’ registered account and boost foreign holdings. You might want to look to institutional investors for guidance. Bruce Curwood is director of research and strategy for institutional solutions at Russell Investments […]
By Steven Lamb |May 19, 2006
3 min read
(May 2006) While there is little tolerance for deficit spending among Canadian taxpayers, the fact that our provinces are able to do this in the first place has, ironically, saved taxpayers billions in lower interest charges. “Canadian provinces have more autonomy than almost any other sub-national governments anywhere else in the world,” said David Rubinoff, […]
By Steven Lamb |May 12, 2006
4 min read
(April 2006) To help clients generate sufficient retirement income, advisors must outline strategies that will take advantage of the good times but will also assuage clients by withstanding volatility in the equities markets. Many Canadians will need to use all or most of their investment assets to maintain their current lifestyles throughout the retirement years, […]
By Clay Gillespie |April 13, 2006
6 min read
(April 2006) The drive toward lower MERs and overall costs may be benefiting investors, but it has ravaged the third party sub-advisory industry, according to the latest research from Investor Economics. Between December 2001 and December 2005, the number of fund companies using sub-advisors dropped 34%, from 94 to 62. The number of long-term funds […]
By Steven Lamb |March 31, 2006
(March 2006) Retail investors seeking insight on ‘where to invest next’ often look to the institutional side, reasoning that the largest money managers can afford superior research. While the energy sector may have been the obvious story in the recent past, institutional pooled equity funds continued to favour financial services stocks in the fourth quarter […]
By Steven Lamb |March 15, 2006
(March 2006) After several years of poor performance — both in terms of sales and investment returns — foreign mutual funds appear to be levelling off, as total assets under management stabilize, according to research from Investor Economics. “Though currently out of favour, we believe this theme will reassert itself,” reads the latest issue of […]
By Steven Lamb |March 10, 2006
(February 2006) Investors who enjoyed the massive upside to the energy rally were more than a little disappointed this past week, as the price of crude oil plummeted from over US$66 a barrel to $62, slashing 400 points off of the energy-heavy TSX Composite index. Is the party over for the energy sector? It’s hard […]
By Steven Lamb |February 10, 2006
(January 2006) The last time the S&P/TSX Composite broke through 11,000 investors foolishly believed the good times wouldn’t end. But end they did. Markets around the world fell hard, led by a raucous sell off in the U.S. tech sector. The markets have recovered, but the U.S. is shaky and could be a catalyst to […]
By Mark Brown |January 23, 2006
(January 2006) As the hurdles to income trust investment have fallen, more and more cash has flowed into the structures, driving a demand for research. Unfortunately, the majority of income trusts represent operations that can only be considered small- or even micro-cap businesses, resulting in limited analyst coverage. This is slowly changing, with more institutional […]
By Staff |January 13, 2006
5 min read
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