Investments

Products

Omega adds U.S. equities

Omega is expanding.

By Staff |June 2, 2011

1 min read

Products

OSC seeks members for new committee

The Ontario Securities Commission (OSC) is seeking applicants for membership on its new Investment Fund Products Advisory Committee (IFPAC). The new committee will advise OSC staff on emerging product developments and innovations in the investment fund industry. It may also act as one source of feedback to OSC staff on the development of policy and […]

By Staff |June 2, 2011

1 min read

Market Insights

Investing as much art as science

Investing is intuitive, according to Craig Swanger, head of Macquarie Global Investments. Australia-based Swanger, who is in Canada for a cross-country tour, made this assertion to a group of advisors and clients at the Allstream Centre in Toronto last night. Modern portfolio theory says don’t put all your eggs in one basket, but over the […]

By Melissa Shin |June 2, 2011

2 min read

Market Insights

Canadians split on mortgage choices

It is now widely assumed that the Bank of Canada will put off raising interest rates until September, following this week's decision to stay the course. Yet a survey conducted by CIBC/Harris Decima suggests Canadians are split on what this might mean for their mortgages.

By Staff |June 2, 2011

2 min read

Bond funds come out on top in May

It was another good month to be a bond investor in May, as fixed income mutual funds excelled against equity mandates, according to preliminary performance data from Morningstar Canada. Among the 44 fund indexes tracked by Morningstar Canada, 28 had positive returns in May. These were led by the small Health Care Equity index (+4.4%) […]

By Staff |June 2, 2011

2 min read

ETF, ETN listings top 200

Helpful Tools and News in Advisor.ca’s ETF Centre. The number of exchange-traded products (ETPs) listed on the Toronto Stock Exchange has topped 200. These products include 187 exchange traded funds (ETFs) and 14 exchange-traded notes (ETNs). The number of listed products has more than doubled in the past two years, bringing the total market cap […]

1 min read

Sipping on the beverage sector

Everyone drinks non-alcoholic beverages, and investors are thirsty for information about the companies that sell them. The non-alcoholic beverages industry includes makers, bottlers, and distributers of sodas, bottled water, juices, energy drinks, and bottled coffees and teas.

By Chip Brian |June 1, 2011

3 min read

The true cost of beta

There are two components of an active portfolio’s return. Beta is passive and stems from simply being invested in the market. The other, alpha, stems from a manager’s skill in selecting investments that will add return above what the market gives on its own.

By Guy Lalonde |June 1, 2011

9 min read

Feds act to legitimize covered bonds

More financial institutions are interested in covered bonds, thanks to increasing regulatory capital requirements, the need to re-establish acceptable capital levels in the short term and declining interest in securitized loans.

3 min read