Investments

Decorative pattern

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

Decorative pattern

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

Decorative pattern

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

Decorative pattern

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

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

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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

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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

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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

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