Last updated: Aug-18-2017

    
 
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Latest articles in the Fund Library


By Fund Library News Wire | Friday, August 18, 2017

By Mike Keerma

* Lightly-traded markets retreat with focus on geopolitics.
* BMO launches two new international funds.

* Lightly-traded markets retreat with focus on geopolitics.
The S&P/TSX Composite Index, Canada’s broad equity benchmark, lost -0.5% on the week, tracking losses on the U.S. blue-chip S&P 500 Composite gauge (down -0.7%) and the technology-weighted Nasdaq Composite Index, which retreated -0.6%, its fourth consecutive weekly loss. With typically lower summertime volumes prevailing, and a lack of any significant economic news or data, markets took their cues from geopolitical events, including the terrorist attacks in Spain last week and the resignation of U.S. President Trump’s strategist Stephen Bannon on Friday. North Korean tensions, meanwhile, have faded as President Kim Jong Un backed down on threats to launch missiles at the U.S. territory of Guam. While the price of crude oil jumped on Friday as the U.S. dollar weakened, oil still registered a -0.4% loss on the week, while gold, whose price tends to climb as a safe-haven asset in times of crisis, edged up through mid-week, but retreated during Friday’s session, closing the week with a -0.3% loss overall.


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By Robyn K. Thompson | Friday, August 18, 2017



Q – I notice that shorter-term returns of the iShares Core Canadian Universe Bond Index ETF (TSX: XBB) have been sliding recently. I’m not sure I understand why, but I’ve been told it has something to do with rising interest rates. Are there some actively-managed bond fund alternatives that might do better? – Alan T., Barrie, Ontario


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By Knowledge Bureau | Thursday, August 17, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

In broad new tax proposals affecting private corporations, the federal government is on the hunt for new tax revenue from Canada’s small businesses, mainly because of an erosion of the personal tax base and a significant shift of taxable income to the corporate tax base instead.


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By Dave Paterson | Wednesday, August 16, 2017



It’s been a tough few years for the value style of investing, yet, the Brandes Canadian Equity Fund, offered by Toronto-based Bridgehouse Asset Managers, has been an exception, posting excellent return numbers over the long-term. For the three years ending July 31, it has delivered an annual compounded rate of return of 11.4%, blowing the 2.6% recorded by the S&P/TSX Composite Index in the same period out of the water. That level of performance earned it a FundGrade™ A Grade for July and annual FundGrade A+® Awards for 2104 and 2016.


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By Olev Edur | Tuesday, August 15, 2017

Preferred share fixed-income funds are on a roll these days, after a calamitous 2015. The average return for the 13-fund category for the one-year period ended July 31, 2017, was a healthy 16.1%, compared with -11.93% for calendar year 2015. Of course, 2015 was bad for equities as well (the overall Canadian Equity category averaged -6.8% for that year, but is up 5.8% for the year through the end of July 2017). But the reasons for the two turnarounds were largely unrelated, according to Jeff Herold, co-manager (with Dax Letham and Ian Clare) of Toronto-based J. Zechner Associates, which sub-advises NGAM Canada’s Natixis Canadian Preferred Share Fund (NGAM is an affiliate of Natixis Global Asset Management SA in Paris, France).


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More recent articles

By Gordon Pape | Monday, August 14, 2017
By Fund Library News Wire | Friday, August 11, 2017
By Fund Library News Wire | Friday, August 11, 2017
By Fund Library News Wire | Thursday, August 10, 2017
By Dave Paterson | Wednesday, August 09, 2017
By Tyler Mordy | Tuesday, August 08, 2017
By Gordon Pape | Monday, August 07, 2017
By Fund Library News Wire | Friday, August 04, 2017
By Robyn K. Thompson | Friday, August 04, 2017
By Fund Library News Wire | Thursday, August 03, 2017
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