Market Insights

Decorative pattern

Market Insights

China’s changing

Skeptical of investing in China initially, Joseph Tse changed his mind about five years ago and reflects on the lessons of experience. “At the margin, things are changing dramatically,” says Tse, manager of Fidelity Far East. “Companies that we’re meeting today are also dramatically different, new IPOs (initial public offerings); the opportunities have grown by […]

By Diana Cawfield |April 1, 2009

3 min read

Decorative pattern

Market Insights

Reducing risk

Risk tolerance is something many investment firms have routinely overlooked. But ravaged by recession, they are desperately looking for ways to create a better risk model. AER spoke with Meir Statman, the Glenn Klimek Professor of Finance at the Leavey School of Business at Santa Clara University in California, and one of the world’s foremost […]

By Mark Noble |April 1, 2009

10 min read

Decorative pattern

Market Insights

China’s Changing

Skeptical of investing in China initially, Joseph Tse changed his mind about five years ago and reflects on the lessons of experience. “At the margin, things are changing dramatically,” says Tse, manager of Fidelity Far East. “Companies that we’re meeting today are also dramatically different, new IPOs (initial public offerings); the opportunities have grown by […]

By Diana Cawfield |April 1, 2009

3 min read

Decorative pattern

Market Insights

Active or passive

The mutual fund industry is inundated with misleading numbers. In particular, you’ve likely read an article or two that refers to some study that has shown how most actively managed funds have failed to beat their benchmarks over the long term. The inevitable conclusion would have been that everyone should buy low-fee, index-tracking exchange-traded funds […]

By David O'Leary and Brian O'Neill |April 1, 2009

5 min read

Decorative pattern

Market Insights

Alternative matters

At a time when correlations are going to one and every asset category has suffered declines, some see alternative investments – in hedge funds, private equity, real estate – as viable still, but, more than ever requiring careful, educated analysis. Advisor Group reporters recently talked to Craig Asche, executive director of the six-year-old Chartered Alternative […]

By Scot Blythe |March 31, 2009

11 min read

Decorative pattern

Market Insights

Debt trap

Last month, we looked at some of the perils of leveraging, using actual market data starting in years 1990 and 1973. Of course, plucking two years out of history can’t reveal the entire picture, so let’s look at a cost versus benefit calculation for all years since 1900, using a leveraging calculator based on market […]

March 30, 2009

5 min read

Decorative pattern

Market Insights

Tails of risk

By most accounts, the current financial crisis is epochal — the worst since the Depression. Still, it is a truism in asset management: look after the downside and the returns will look after themselves. But how well do asset managers look after the downside? In the current market meltdown, evidence of failure isn’t hard to […]

By Scot Blythe |March 27, 2009

3 min read

Decorative pattern

Market Insights

Economy is bad, but stock valuations aren’t: Report

The world is in a deep global recession that’s expected to continue until at least the end of this year, but that doesn’t mean the markets aren’t rife with opportunity, according to the latest Global Investment Outlook by the country’s largest asset manager, RBC Asset Management. According to RBC’s 70-page spring investment outlook, authored by […]

By Mark Noble |March 12, 2009

5 min read

Decorative pattern

Market Insights

Road to ruin

While they’ve been around for just over two years, Guaranteed Minimum Withdrawal Benefit (GMWB) segregated funds have made a significant impact on the Canadian marketplace. The introduction of an investment vehicle that offers the opportunity to participate in investment markets while guaranteeing a stream of income for life has been so attractive to the marketplace […]

By Jason M. Pereira |March 1, 2009

5 min read

Decorative pattern

Market Insights

Power of indexation

The battle still rages between those who propose to “be” the market and those who prefer to “beat” it. But thanks to a deluge of new options, passive and active products can now co-exist in portfolios. And with the recent advent of index mutual funds designed specifi cally for the MFDA channel, those advisors now […]

By Preet Banerjee |March 1, 2009

7 min read

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