Investments

Active managers beat benchmark: Russell Investments

The favourable active management environment of 2012 has extended into 2013 with 79% of large cap Canadian equity investment managers beating the S&P/TSX Composite Index in the first quarter, notes the Russell Canadian Active Manager Report. That compares to 81% in the fourth quarter of 2012, which was the highest in eight and a half […]

By Staff |May 1, 2013

5 min read

Industry

Inflation bonds not getting investor love

The fact that accommodative monetary policies of central banks haven’t yielded the desired effect of lifting inflation hasn’t gone unnoticed by investors. Bond investors are showing little interest in inflation bonds, making it clear they don’t see inflation rising any time soon, reports FT.com. On the contrary, experts fear current unemployment, anemic growth and substantial […]

By Staff |April 29, 2013

1 min read

Industry

Craft better portfolios

Use goal-based asset allocation to improve the client experience.

By John Lorinc |April 29, 2013

8 min read

Market Insights

Position ETFs to counteract yo-yoing markets

Hockey tactics for portfolio construction—examine the neutral zone trap for protecting against a potentially hostile market.

By Mark Yamada |April 26, 2013

3 min read

North Americans optimistic about markets

Canadian investors are optimistic about the market and their ability to meet their financial goals, but a majority believes they can achieve their investment goals without holding stocks, according to Franklin Templeton’s 2013 Global Investor Sentiment Survey. The study finds 60% Canadian participants and 65% American investors share a sense of optimism about the markets. […]

By Staff |April 24, 2013

2 min read

Understanding beta and alpha

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. Beta basics For most investors, beta is the number they want to beat—or buy. It’s provided by an index, but beta is much richer and more complex. In his 1955 doctoral dissertation, Harry Markowitz established the notion that a […]

By Staff |April 23, 2013

24 min read

ETFs are the next generation of passive index funds

The primary appeal of ETFs is based on their index characteristics—low costs, broad diversification, tax efficiency, and relative performance predictability. ETFs are similar to traditional index funds in that they both comprise a collection of securities that represent an underlying benchmark.

By Atul Tiwari |April 19, 2013

5 min read

Canadians will sacrifice cellphones for savings, not sex

Saving takes commitment and an ING DIRECT study finds while more than half of Canadians (52%) don’t save regularly each month, the majority (81%) would be willing to give up some things in exchange for a richer savings account. The survey found that when push comes to shove, many Canadians would relinquish what most consider […]

By Staff |April 17, 2013