Investments

Industry

Progress for responsible finance

More than 1,000 institutions make commitments to socially aware investing

By Doug Watt |August 10, 2012

3 min read

Market Insights

5 risks to retirement income

Conventional wisdom about retirement planning needs to be adapted to suit the new environment faced by today’s Canadians who are retired or about to retire.

By Staff |August 9, 2012

4 min read

Economic Indicators

Global investors reject gold

In tough markets, investors have historically turned to safe-haven investments such as core sovereign bond markets and gold, reports Financial Times contributor Peter Tasker, a Tokyo-based analyst.

August 8, 2012

2 min read

Products

5 pointers for business buyers

Both on- and off-balance-sheet assets and liabilities matter

By John Caggianiello |July 23, 2012

4 min read

Invest in boring companies

Forget the leading edge. When it comes to investing, predictable companies will produce better returns, says David Winters, CEO of Wintergreen Advisors in Milwaukee, WI, and manager of the Renaissance Global Markets Fund.

2 min read

Investors pulling back: Manulife

Investor enthusiasm in the first half of 2012 decreased, with fewer pouring funds into fixed income investments, investment properties, balanced funds and cash, says Manulife Financial’s Investor Sentiment Index. Read: Global investors scale back Results show the overall Index sits at +24, down two points from December 2011 (+26) and five points from June 2011 […]

By Staff |July 18, 2012

1 min read

Investors question value of cash: Survey

More than three-quarters of investors say fear drives people to increase cash holdings, according to a survey by BlackRock Asset Management Canada. Further, 67% expect a guaranteed negative return from such an approach.

By Staff |July 17, 2012

2 min read

Why use corporate-class funds?

I recently found out one of the largest advisory teams in the country isn’t offering mutual fund corporation structures, or corporate-class funds, to clients. Even though these structures are more tax-efficient, these advisors simply sell investments without considering tax planning.

2 min read

Consider U.S. large caps

Among American equities, large caps currently provide the most potential growth and least risk, says James Awad, managing director of New York-based Zephyr Management L.P., which has US$2 billion in assets under management.

By Al Emid |July 11, 2012

3 min read