Investments

Decorative pattern

Demand-driven structured products attract regulators

Structured products may well be the new mutual funds. But financial innovation inevitably attracts regulatory scrutiny, suggests McCarthy Tétrault securities lawyer Ronald Schwass, especially when it comes to features and techniques that are not typically permitted in a mutual fund structure. Hence, it’s incumbent on advisors to attend to the details in new structured products. […]

By Scot Blythe |February 5, 2007

6 min read

Decorative pattern

Market Insights

In the green

(January 2007) Everyone talks about the weather, and now people say they want to do something about it. In Canada, environmental issues top health care as our number-one worry. CEOs are getting into the scene by saying it’s time to do more to protect against climate change. Even U.S. President George W. Bush is pushing […]

By Mark Brown |January 25, 2007

6 min read

Decorative pattern

CSA seeks hedge fund transparency

(January 2007) As the Canadian hedge fund industry continues to grow, regulation is on a lot of people’s minds. The Canadian Securities Administrators has addressed investor concerns with the release of a six-page report that says the securities framework that’s in place for hedge funds is “appropriate.” However, a few issues related to fees, marketing […]

By Bryan Borzykowski |January 17, 2007

3 min read

Decorative pattern

Hedge convergence

(January 2007) There is convergence between traditional and hedge investing, folks. Says who? Blake Grossman. Blake who? Grossman, chief executive of Barclays Global Investors, the world’s biggest money manager, that’s who. Says he in a recent Financial Times interview: “The notion that there is a traditional way of investing that is long only, and then […]

By Pierre Saint-Laurent |January 3, 2007

4 min read

Decorative pattern

Market Insights

Analysts sour on Radlo departure

(December 2006) Fidelity Investments has been forced to shuffle its lineup of managers, after the sudden departure of Alan Radlo. So far its succession plans have met little enthusiasm. Radlo managed more than $9.6 billion in assets, just under a quarter of Fidelity Canada’s total assets of $38.8 billion, including the Fidelity Canadian Growth Company […]

By Steven Lamb |December 22, 2006

3 min read

Decorative pattern

Market Insights

Sentiment mixed on future of trusts

(December 2006) A month after the federal government’s about-face on tax policy, there is still no consensus on the future of income trusts. But there does seem to be sufficient doom and gloom to go around. A new poll released by Deloitte shows that most executives think the sector will collapse by 2011, when federal […]

By Steven Lamb |December 11, 2006

3 min read

Decorative pattern

Market Insights

Farewell to trusts

(November 2006) Cecilia Mo is as soft spoken as they come. In front of a packed audience of advisors attending the final leg of Fidelity Investments’ latest road show last week, she sat uneasily on stage with both hands tightly gripped around a microphone as she shared her views on income trusts. While she is […]

By Mark Brown |November 22, 2006

3 min read

Decorative pattern

Venture capital market slows

(November 2006) The Canadian venture capital industry has become more conservative with its funding disbursement, focusing its relatively scarce capital on later stage financings, according to the industry association. In its quarterly study, the Canadian Venture Capital & Private Equity Association reported a continued decline in venture capital investment in Q3, with emerging companies seeing […]

By Steven Lamb |November 14, 2006

3 min read

Decorative pattern

Hunt is on for quality trusts

(November 2006) In the days following Finance Minister Jim Flaherty’s announcement that income trusts would face similar taxation levels as corporations, the markets reacted with their characteristic good sense: a mass sell-off of the affected asset, followed by an immediate — albeit partial — rebound in prices. Having time to digest the news, market analysts […]

By Steven Lamb |November 10, 2006

4 min read

Decorative pattern

Market Insights

Funds shrug off tax

(November 2006) The federal government’s surprise announcement that it would level the playing field between income trust distributions and dividend payments has had a sudden and massive impact on the Toronto Stock Exchange. Announced on Hallowe’en, whether the move is a trick or a treat depends on what’s in a portfolio. Canadian bonds, for example, […]

By Steven Lamb |November 1, 2006

4 min read

← Previous 1 … 564 565 566 567 568 … 570 Next →