Last updated: Aug-27-2014

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A unique forum for articles, insight, and opinion from Canada’s leading money managers and investment professionals.
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Latest articles in the Fund Library

By Dave Paterson | Wednesday, August 27, 2014

The managers at Trimark Canadian Opportunity Class use the famously disciplined Trimark approach with a bottom-up, fundamentally-driven stock selection process. That’s paid off for this 13-year-old fund, which posted a benchmark-beating first-quartile 5-year average return of 11.6% as of July 31. Can they keep the momentum?


By Knowledge Bureau | Tuesday, August 26, 2014



By Evelyn Jacks

The Canada Revenue Agency is acting to shore up compliance for small business owners. Both tax practitioners and their clients will be engaged in a “Get it Right the First Time” initiative, which includes office visits by the CRA.


By Gordon Pape | Monday, August 25, 2014


For many investors, steady cash flow is the top priority. But they don’t have the time or the skills to build a credible income portfolio themselves. If you’re in that group, there is an exchange-traded fund (ETF) you should look at: the iShares Core S&P/TSX Composite High Dividend Index ETF (TSX: XEI). Here are the details.


By Fund Library News Wire | Saturday, August 23, 2014

Recent mutual fund and ETF debuts
* RBC and First Asset go shopping in Europe.
* Manulife adds to global income lineup.
* First Trust launches global monthly income ETF.
* Powershares climbs the bond ladder.
* iShares adds short-term Canadian bond ETF.
* Investors Group joins the global income fund bandwagon.
* Horizons goes whole hog into energy with new ETF.


By Fund Library News Wire | Friday, August 22, 2014

The world’s central bankers gathered for their annual gabfest at Jackson Hole, Wyoming this week, didn’t find anything astonishingly new in their outlook (U.S. economic growth erratic but job gains growing, Europe on the cusp of contraction, Japan and China faltering, U.K. growing nicely, thank you). Despite hawkish noises from some Federal Reserve governors, Fed Chair Janet Yellen does not seem inclined to jump on the rate-hike bandwagon before the middle of next year.


More recent articles

By Robyn K. Thompson | Friday, August 22, 2014
By Samantha Prasad | Thursday, August 21, 2014
By Dave Paterson | Wednesday, August 20, 2014
By Doug Nelson | Tuesday, August 19, 2014
By Patrick McKeough | Monday, August 18, 2014
By Fund Library News Wire | Friday, August 15, 2014
By Robyn K. Thompson | Friday, August 15, 2014
By Margaret O'Sullivan | Thursday, August 14, 2014
By Dave Paterson | Wednesday, August 13, 2014
By Knowledge Bureau | Tuesday, August 12, 2014
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