News and resources for Canada's top financial advisors
Market Insights
Corporate bonds might be suffering from their worst performance ever, but there’s a silver lining. Today’s investors are compensated with a significant risk premium for investing in shortand mid-term corporate bonds (corporates) over similar term Canadian government bonds (Canadas). Yield spreads for corporates in Canada have moved sharply higher due to a number of factors: […]
By Hanif Mamdani |February 1, 2009
6 min read
Products
Despite headline blowups and depressed returns, not all is bad in the hedge fund world. There’s still growth to be found in the future — by planting a seed. Now is an opportune time to snag prospective managers at preferred fees, thanks to the shakeout in the industry, suggest panellists at a Toronto discussion on […]
By Scot Blythe |January 30, 2009
4 min read
The 2009 budget is a remarkable about-turn for a government that only two months ago was saying, in effect, the land is strong. But politics is as much about perception as it is about substance. So too is economics. The two are most saliently joined in a federal budget, whatever the power of politics over […]
By Scot Blythe |January 27, 2009
The $50 billion fraud by Bernard Madoff probably spells the end of the fund-of-funds business. While Madoff wasn’t operating a hedge fund, he was using some techniques that hedge fund traders would apply — or at least he said he was. /images/other/h/hedgemaze08_feature.jpg Friends and acquaintances took him at his word. But so too did a […]
By Scot Blythe |January 23, 2009
Are you wondering where all those redemptions from long-term mutual funds have gone? It appears a large swath have ended up in ETFs, if sales figures reported by ETF providers are any indication. Barclays Global Investors Canada’s iShares, Canada’s largest ETF fund provider, had a sales year that was nothing short of phenomenal. The firm […]
By Mark Noble |January 19, 2009
Extreme market volatility and declining portfolio values — trends that are most on the minds of financial advisors and their clients this year — point to the conclusion that 2008 has been a bad year for retirement economics. If volatility and portfolio values were the only criteria consider, this conclusion would be a slam dunk […]
By Peter Drake |January 2, 2009
First, a confession: we’re not really growth stock investors. That’s not to say we avoid stocks with strong earnings growth. It’s just that growth is not the only attribute we look for in a company. We prefer to buy quality companies run by good managers at valuations that make sense. If they happen to pay […]
By Rob Edel |January 1, 2009
5 min read
Predicting what 2009 might bring, after last year’s stock-market snafu, would be akin to committing hara kiri. But, as they say, history repeats. And advisors can survive this year by taking cues about investment and insurance cycles from precedents set in the dotcom downturn that ended in October 2002. When the IT bubble burst, the […]
By Al Emid |January 1, 2009
As grim as equity markets appear to be, Ian Lapey maintains that buying opportunities abound. “We are getting unbelievable bargains – great companies with extremely strong balance sheets that we are buying at 50 cents on the dollar,” says Lapey, 42, a portfolio manager at New York-based Third Avenue Management LLC, who oversees the $320.9-million […]
By Michael Ryval |January 1, 2009
3 min read
Visitors to Morningstar’s website can easily see which funds our analysts like the most in our Fund Analyst Picks section. But it’s enlightening for readers to see that we put our money where our mouths are. First, I’ll share what I’m planning to buy this year, and then we’ll survey what a few of my […]
By Brian O'Neill |January 1, 2009
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