Investments

Market Insights

Takeaway: Consider risk allocation

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |May 16, 2012

1 min read

Industry

Income trusts are back

Banks used to market income trusts to clients and advisors using a “turbo-charged hype machine.” But now, bankers are trying to resurrect income trusts, and some advisors are keen to test the waters.

May 16, 2012

6 min read

Economic Indicators

Global market optimism on the rise

Investors remain conservative for the short term but expect improved returns over the next decade. So says a Franklin Templeton global investor sentiment survey conducted earlier this year, which polled more than 20,000 investors in 19 countries.

May 15, 2012

2 min read

Industry

Surviving volatile markets

Six years ago, Stephanie Holmes-Winton, a Halifax-based author and financial adviser, developed a test to help her clients figure out just how much risk they are willing to take on.

By Bryan Borzykowski, Canadian Business |May 15, 2012

13 min read

France’s left turn wreaks havoc on markets

The lonely letter “x” marked a clear message for Europe’s political leaders in last weekend’s elections. French politics moved decidedly to the left, which will likely create turmoil in the Franco-German relationship and the delicate balance between growth and austerity. In Greece, voters couldn’t exactly agree on what they wanted but they spoke loudly and clearly about what they did not want.

5 min read

Investors focus on Spain

Prior to the French and Greek elections, the latest developments in Europe mainly revolved around Spain; worries over Spain’s economic situation surfaced after the European Central Bank’s long-term financing operation in February, which helped stabilize the Eurozone, and they have since increased.

May 8, 2012

2 min read

Opportunities in the sideways market

There’s nary a bull or bear to be seen on Bay Street these days. That’s because we’re in a sideways market. That was the message Kim Shannon, president and chief investment officer of Sionna Investment Managers, presented at the firm’s Financial Market Review in Toronto yesterday.

4 min read