Market Insights

Foreign equity funds gaining popularity

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

Seeking the optimal mix

(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

Provincial debt unique in global market

(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

Income fix

(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