Last updated: Feb-16-2018

Welcome to the Fund Library!
What's new at the Fund Library
A unique forum for articles, insight, and opinion from Canada’s leading money managers and investment professionals.
Recently added:The power of dividend growth
News, views and advice on markets, investments, and wealth management.
Recently added:Where has volatility gone?
Check here for the annual best of the best of Canadian funds.
Check here for current monthly
A-Grade funds.

Latest articles in the Fund Library

By Fund Library News Wire | Friday, February 16, 2018

By Mike Keerma

* Weekly wrap: Markets start climbing out of the hole.
* Choice Properties takes over CREIT.
* Horizons launches emerging markets pot play ETF.

* Markets start climbing out of the hole. Stock markets staged a strong rally last week, climbing back somewhat from steep losses suffered the week before, even as headline U.S. inflation rose in January and Treasury yields climbed in anticipation rate hikes by the Fed. Friday’s session saw some anxiety return as 13 Russian nationals were accused of interfering with the U.S. elections. Toronto’s S&P/TSX Composite Index rose 2.8% on the week while the S&P 500 Composite Index surged 4.3% and the Nasdaq Composite Index gained 5.3%. Commodities also gained on the week while crude oil rallied 4.1% on the week and gold posted a 2.5% weekly advance. Meanwhile, the CBOE Volatility Index (VIX) continued to drift lower through the week, ending Friday at about 19, down from a high of 29 on Monday.


By Fund Library News Wire | Thursday, February 15, 2018


By Kevin Gopaul, Head of Quantitative Strategies and ETFs, CIO Canada, Head of BMO Global Asset Management

Exchange Traded Funds have become the foundation of clients’ investment portfolios, and like any new product, while many benefits are understood, there are misconceptions that have entered into client conversations.


By Dave Paterson | Wednesday, February 14, 2018

With their straightforward approach, Toronto based EdgePoint has been a favorite of mine for a while. They keep things simple with only four funds: a Canadian equity, a global equity, a Canadian balanced, and global balanced fund. The EdgePoint Canadian Growth & Income Portfolio is their balanced offering. And it’s a winner, literally. The fund was awarded the FundGrade A+ Award for 2017, adding to its shelf of three previous A+ Awards in 2014, 2015, and 2016.


By Gordon Pape | Tuesday, February 13, 2018


At the start of 2009 I created several model fund portfolios for various types of investors, from very conservative to strongly growth oriented. In each case, I set a target range of return that was consistent with the risk level. These portfolios have just completed their ninth year (as of Dec. 31), so we now have a good idea of how they perform over a meaningful period of time. I’ll review three portfolios in this article, including my RRSP portfolio, and three more, including my Growth Portfolio, next time.


By Tyler Mordy | Monday, February 12, 2018

In the early months of the new year, our inboxes are bombarded with outlooks for the year ahead. Economists, strategists, and other financial commentators trip over themselves to issue precise forecasts for the next 12 months. Where will the Dow end in 2018? How much growth will Japanese GDP show? Will the market “crash” – and if so, when? And when the market suddenly turns volatile as it did last week – seemingly out of the blue – why didn’t the pundits, experts, and forecasters predict it? Our industry should stop doing this.


More recent articles

By Fund Library News Wire | Friday, February 09, 2018
By Dave Paterson | Thursday, February 08, 2018
By Fund Library News Wire | Wednesday, February 07, 2018
By Knowledge Bureau | Tuesday, February 06, 2018
By Fund Library News Wire | Monday, February 05, 2018
By Fund Library News Wire | Friday, February 02, 2018
By Olev Edur | Thursday, February 01, 2018
By Dave Paterson | Wednesday, January 31, 2018
By Margaret O'Sullivan | Tuesday, January 30, 2018
By Robyn K. Thompson | Monday, January 29, 2018
  • Article Archive
    Find a Stock

    (Leave blank for all)
    Symbol   Name
    Forgot your password?
    Register now
    Tech Support
    For general inquiries, please email the Librarian.
    Home |  Features |  Member Services |  Tools |  Funds |  About Us
    For any questions or problems with this site, please contact the Librarian.
    Page ID: 10:00:0000:00000000:9/12/2017:3:10:21 PM Duration of this visit: 0 sec.