Investments

Investment hybrids

(July 2006) The theorem “keep ’em separate” no longer applies. As baby boomers begin to retire, expect to see more product innovations that combine investments with insurance. Annuities or segregated funds are only the beginning, says Moshe Milevsky, executive director of the Individual Finance and Insurance Decision and associate professor of finance at York University […]

By Deanne N. Gage |June 30, 2006

5 min read

Foreign equity funds gaining popularity

There is growing evidence that Canadian investors are taking advantage of the foreign property rule abolition, as the monthly Investor Economics’ Insight reports increasing popularity for this category through the first four months of this year. Mutual fund sales in general were positive in April, despite softer market performance, bucking the negative-flows trend of recent […]

By Steven Lamb |June 2, 2006

2 min read

Rational exuberance: The bubble that wasn’t

(May 2006) Here’s a fact: the late 1990s were a time of irrational exuberance (said Alan Greenspan, no less), with more froth than Lake Ontario in a hurricane. When the floor dropped on the markets many investors were mauled and markets are just now recovering from these historic lows. But this flies in the face […]

By Pierre Saint-Laurent |May 26, 2006

4 min read

Seeking the optimal mix

(May 2006) Even though the foreign property rule has been gone for more than a year, many advisors are still reluctant to overhaul their clients’ registered account and boost foreign holdings. You might want to look to institutional investors for guidance. Bruce Curwood is director of research and strategy for institutional solutions at Russell Investments […]

By Steven Lamb |May 19, 2006

3 min read