News and resources for Canada's top financial advisors
Products
(July 2008) Due to the growing popularity of fund of hedge fund products, the Alternative Investment Management Association said it will publish the world’s first global guide to sound practices for fund of hedge fund managers. Fund of hedge fund products are a rapidly growing segment of the alternative investment space. They are increasingly the […]
By Mark Noble |July 8, 2008
3 min read
In an interview with Advisor.ca, U.S. commodities commentator Steve Briese, the editor of www.commitmentsoftraders.org and an advisor for JovInvestment Management’s Horizons Global Contrarian Fund, says the regulation already exists to solve speculation. The problem is the U.S. Commodity Futures Trading Commission (CFTC) has flagrantly ignored its own rules limiting who can speculate in the market. […]
By Mark Noble |June 18, 2008
4 min read
Discussions about ETFs have a tendency to turn into a debate about passive versus active investing. Many of ETFs’ biggest boosters are investors who believe mutual fund managers can’t beat an index benchmark consistently, making the management expense ratio (MER) on mutual funds unwarranted. But the ETF doesn’t have to be a passive investment. Last […]
By Mark Noble |May 7, 2008
5 min read
(March 2008) A few years ago the thought of a hedge fund manager tipping his hand or letting investors get a glimpse inside his “black box” was laughable, the stuff of fairy tales. This secrecy was acceptable — and still is — because alternative investments, hedge funds, were more narrowly defined and available only to […]
By Kate McCaffery |March 20, 2008
(February 2008) Everyone knows that government savings bonds are a safe way to invest, but they’re not much fun when it comes to returns. So some investors who want the security of a federal or provincial bond but like a bit more kick in the return are turning to often overlooked municipal bonds. Muni-bonds are […]
By Bryan Borzykowski |February 13, 2008
(January 2008) With recent stock turmoil pushing BCE shares to well below the takeover price negotiated by a consortium led by the Ontario Teachers’ Pension Plan, speculation has been that Teachers’ will walk away from the deal. But Teachers’ incoming chief, Jim Leech, says simply, “I look forward to the time when Bell is out […]
By Scot Blythe |January 25, 2008
(December 2007) “Buy low, sell high” is pretty much the mantra for everyone in the financial industry, but that doesn’t mean people should scoop up companies that are about to go bankrupt. Or does it? In today’s financial climate — with a number of businesses taking heavy losses, especially in the housing industry — some […]
By Bryan Borzykowski |December 14, 2007
Directors and officers of the Crocus Investment Fund “abdicated their responsibilities” to more than 33,000 shareholders, according to a new report released by the court-appointed receiver, and that has convinced Russ Holmes to push for an end to their indemnification from a class-action lawsuit. Holmes, a partner at the Winnipeg office of Deloitte, spent more […]
By Renée Alexander |November 26, 2007
6 min read
(July 2007) Just when you thought you knew everything there was to know about North America’s financial markets, along comes a brand new product that could have lasting effects on Canada’s financial industry. In late June the Office of the Superintendent of Financial Institutions gave the go-ahead for Canadian banks to start issuing covered bonds […]
By Bryan Borzykowski |July 18, 2007
One of the most popular institutional investment strategies, the 130/30, is making its way into the retail market. Last week, UBS launched the first pair of 130/30 funds in the world aimed at this market segment. Although these types of funds are not approved for the average individual investor in Canada yet, industry observers say […]
By Mark Noble |July 10, 2007
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.