Investments

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Market Insights

Reaffirming PH&N

The Royal Bank of Canada’s February announcement that it had agreed to acquire Phillips, Hager & North Investment Management Ltd. (PH&N) was a bombshell that took even the savviest members of the mutual fund community by surprise. PH&N had been rejecting overtures from various financial institutions for years, so more than a few eyebrows were […]

By Brian O'Neill |October 28, 2008

4 min read

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Market Insights

Help your clients get back to planning basics

(October 2008) Everyone knows that market volatility and retirement preparation can make for an unhappy combination. It’s bad for the advisor, but even worse for clients. However, the unfortunate fact is that we are in a period of extreme market volatility, and no one knows exactly how long it will last. When markets are as […]

By Peter Drake |October 22, 2008

5 min read

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Market Insights

Investors turning to the Middle East to find untapped opportunities

(October 2008) Flip through any travel magazine and you’ll see bright, glossy photos of a majestic Dubai, one of the Middle East’s most sought-after tourist destinations. The port city, which is part of the United Arab Emirates, boasts a population of about 1.4 million, but it’s the local tourism industry, which attracts about 5 million […]

By Bryan Borzykowski |October 17, 2008

6 min read

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Market Insights

Is this what capitulation feels like?

Everyone seems to be looking for it. Panic is in the air. Was that it? No? How about that? Will it be the volume that tells us it’s here? What about some trusty technical indicator? Will there be some sort of extraneous event that marks it? Is it going to come this afternoon or tomorrow? […]

By Matt Stiles |October 14, 2008

3 min read

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Market Insights

Commodities on a bumpy, but profitable road

Investing in resources is not going to be for the faint of heart, over the mid- to near term. But thanks to continuing fundamental demand from emerging markets, the long-term prospects for commodities remains strong. Canadian investors have lucked out in many ways, because the domestic stock market is heavily weighted in producers of arguably […]

By Mark Noble |October 10, 2008

6 min read

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Market Insights

Fund governance affecting performance: study

With the markets wreaking havoc on clients’ accounts, fees based on assets may seem like adding insult to injury for some investors. Two university researchers say it’s time we look at how Canadian mutual fund fees are determined, and whether a change in fund governance could result in lower costs. Fees have long been the […]

By Mark Noble |October 9, 2008

4 min read

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Market Insights

Legendary investor bullish on commodities, slams Bernanke

Everyone has an opinion on where the global economy is headed, but only a few have the investing experience that Quantum Fund co-founder Jim Rogers does. Speaking at CFA Toronto’s annual dinner, the legendary hedge fund manager told a packed house that commodities are today’s best investment. “If history is any guide, this bull market […]

By Bryan Borzykowski |October 3, 2008

3 min read

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How things work

"Is there a bear in your portfolio?" screamed the ad with the picture of a mean-looking grizzly. It sure got my attention. Bear or inverse ETFs are a new breed of leveraged instruments, which move opposite to the direction of a given market or sector. Offered in Canada by Horizons BetaPro, these bear-market versions are […]

By Marc Lamontagne |October 1, 2008

3 min read

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Market Insights

To praise fees, not to bury them

“There ain’t no such thing as a free lunch.” That’s a phrase financial advisors are well acquainted with. Originally, it referred to the practice in some saloons of offering a free lunch for the price of a drink, in hopes some would pay the freight in their happy hours with copious refills. Irrational exuberance, one […]

By Scot Blythe |October 1, 2008

13 min read

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Market Insights

Licking the wounds

Investors are waking up to headlines that shout more market turmoil, so it’s no surprise they’re begging for answers. While this discussion doesn’t provide that, it will briefly explain what happened and remind investors of rational investing basics that have worked in the past. NO MORE ALPHABET SOUP The global scavenger hunt for yield made […]

By Philip Lee |October 1, 2008

4 min read

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