Investments

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Market Insights

The new retirement math

What happens at retirement?

By Peter Drake |May 24, 2007

4 min read

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Manor says Portus money

(May 2007) Boaz Manor denied he was the owner of Portus Alternative Asset Management, despite sworn documents filed with the Ontario Securities Commission Management, says a special report filed by receiver KPMG. However, KPMG does not believe Manor is credible. “Now I know that a lot of things that I’m saying are fantastic in nature. […]

By Scot Blythe |May 18, 2007

4 min read

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Market Insights

The economics of retirement

Currencies: Why currencies fluctuate, taking account of currency fluctuations when investing and some perspectives on major currency changes that are likely to affect your clients. Economic conditions and developments: The relationship between economic growth and financial markets, globalization and what it means for clients, and why your clients should ignore most of the economic news […]

By Peter Drake |May 8, 2007

4 min read

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Risk is not a number

(May 2007) Although using models of expected returns to guide portfolio construction is the starting point for any investor forgoing the certainty of a T-bill return, “the equations cannot always describe the true nature of competition and combat” in the securities marketplace, warns doyen of investment management studies Peter Bernstein. Nevertheless, “theory matters even though […]

By Scot Blythe |May 4, 2007

5 min read

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New trends in hedge funds

(April 2007) Alternative investments signify a fast-moving, opportunity-driven world. Now there’s alternative beta. Yes, alternative beta, as in the Capital Asset Pricing Model alpha and beta. You may remember the concepts of alpha and beta from studying CAPM in school. That’s when you were told that returns come from two sources (roughly speaking): Beta, or […]

By Pierre Saint-Laurent |April 4, 2007

4 min read

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Hedge funds revise valuation policies

(April 2007) New mutual fund registration procedures will have an impact on hedge funds in Canada, says one expert. At the same time, an international industry body is promoting new valuation rules to deal with a rising phenomenon: illiquid investments. The Canadian chapter of the Alternative Investment Management Association organized a workshop this week for […]

By Scot Blythe |March 30, 2007

2 min read

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Norshield dubbed potential

Questionable payments, overstated assets and faulty price calculations mean that investors in the Olympus United hedge fund of funds will likely see between 6 cents and 9 cents on the dollar for their $144 million investment. And the Olympus fund’s manager, Norshield Asset Management, will likely be the subject of a police investigation, based on […]

By Scot Blythe |March 26, 2007

7 min read

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Market Insights

Margin debt hits a high

(March 2007) Back in the late 1990s and early 2000s, when the tech sector was all the rage, many investors tried their hand at margin borrowing. With a booming tech industry, borrowing money from a broker to buy more securities seemed like a good idea. But then came the crash. “I know someone who borrowed […]

By Bryan Borzykowski |March 13, 2007

4 min read

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Market Insights

Trust-tax issues spur return of preferred shares

(March 2007) As income trusts become less attractive to investors, a more traditional investment option is returning to the limelight, as investors take a second look at preferred shares. According to the Investment Industry Association of Canada’s recently released report on new issuance and trading in Q4, the value of preferred share issuance has jumped […]

By Bryan Borzykowski |March 7, 2007

3 min read

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Market Insights

Water fund focuses on delivery, not control

(March 2007) Since it’s a basic requirement of life, the notion of commoditizing water can make people uncomfortable. As a commodity, it has no replacement, nor can consumers simply strike it from their daily lives. But with climate change, natural disasters and sheer global population growth, there is no question that clean, fresh water is […]

By Steven Lamb |March 1, 2007

4 min read

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