News and resources for Canada's top financial advisors
Market Insights
Increased confidence in emerging market investments was underlined today by Excel Funds Management’s announcement that it has reduced the investment risk rating for two of its newest funds. Bhim D. Asdhir, president and CEO of Excel Funds Management, explained that the change “recognizes the fact that the ratings of emerging market sovereign and corporate debt […]
By Staff |March 7, 2011
2 min read
Economic Indicators
Earlier this week the U.S. Treasury revised its estimate for when Washington will hit the $14.294 trillion statutory limit on government borrowing. The limit is now expected to be reached between April 15 and May 31, having previously been pegged at April 5 to May 31. The announcement was accompanied by the usual dire warnings […]
By Dean DiSpalatro |March 4, 2011
4 min read
Industry
In the second major development in emerging markets money management in less than two months, veteran money manager Gavin Graham has left his contractual arrangement as Global Strategist with Toronto-based Excel Funds Management.
By Al Emid |March 3, 2011
The political upheaval that has swept across North Africa and, to a lesser extent, the Middle East, has stifled returns in foreign equity fund categories, while Canadian investments have benefited from surging resource prices, according to Morningstar Canada. When international tensions mount, there’s usually an upside for gold. February followed the historical pattern—bullion topped $1,400 […]
By Steven Lamb |March 2, 2011
The recent global recession thoroughly churned the financial world. The developed markets chased their tails in a downward spiral, while the emerging economies floated to the top.
By Vikram Barhat |March 2, 2011
7 min read
The head of the Toronto Stock Exchange has responded to criticism of his plan to merge the TMX Group with the London Stock Exchange Group, saying the deal will “deliver clear and significant benefits to Ontario.” Chief executive Tom Kloet appeared before the provincial legislature’s select committee, along with Xavier Rolet, CEO of the London […]
Canadian investors hoping to recover some of the lost ground in their portfolios should look no further than their own backyard, according to a report from CIBC World Markets. Canadian equities are likely the best bet for superior returns. “A diversified portfolio is always wise, but in terms of allocations for Canadian equity investors, it […]
By Steven Lamb |March 1, 2011
Often referred to as poor cousins of emerging markets, frontier markets’ economies have now picked up the same winds of change that triggered a socio-economic avalanche in emerging markets 20 years ago.
By Vikram Barhat |March 1, 2011
6 min read
The Canadian marketplace offers a range of opportunities for impressive returns, but there’s little consensus on where those opportunities lie.
By Dean DiSpalatro |March 1, 2011
15 min read
As you plan for the year ahead, you will undoubtedly consider asset allocation and risk tolerance. Hedge funds can play an important role due to their non-correlation with traditional investments and the ability to provide true portfolio diversification. Yet myths about hedge funds continue to keep advisors and investors on the sidelines.
By Toreigh Stuart |March 1, 2011
5 min read
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