Last updated: Feb-21-2019

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Latest articles in the Fund Library

By Fund Library News Wire | Friday, February 22, 2019

By Kurt Reiman, Director, Chief Investment Strategist for Canada

Canadian stocks are off to a strong start to begin 2019. Not only has the S&P/TSX Composite Index risen roughly 9% to the beginning of February – erasing two thirds of last year’s decline – but it is also one of the world’s leading equity markets so far this year (see Chart 1). Given the Canadian equity market’s procyclical behavior, it’s not surprising to see it rally stronger than other global bourses in a risk-on period like the one we’re in now. It’s also quite possible that Canadian stocks were sufficiently on sale to warrant a bounce off levels that were consistent with deeply pessimistic sentiment: Canadian stocks were, and still are, trading at one of the cheapest levels to developed market equities in the past three decades. So the question is, how confident are we that this stellar performance can continue? Our answer: not very.


By Bruce Loeppky  | Thursday, February 21, 2019

Despite improving financial literacy and a growing regulatory environment, questionable investment strategies are still being used by some advisors, and some investors keep falling into the trap. Keep in mind that 95% of financial advisors are putting their client’s interests before their own and are acting in a very professional manner. Here, I want to look at some financial strategies that should raise big red warning flags.


By Dave Paterson | Wednesday, February 20, 2019

The Invesco U.S. Companies Fund jumped out to a strong start this year, thanks to a strong contribution from its healthcare and technology holdings. It gained 5.3% in January, outpacing the U.S. Equity peer group (4.6%). Longer-term numbers are also strong, with a 10-year average annual compounded rate of return of 13.9% to April 30, besting its category, but slightly lagging the S&P 500.


By Tyler Mordy | Monday, February 18, 2019

Truman Burbank is the unwitting star of Peter Wier’s end-of-millennium movie masterpiece. Ever since birth, his life on The Truman Show has been broadcast live around the clock and across the globe. A seemingly idyllic world on the island of Seahaven is really a massive, dome-encased studio equipped with 5,000 cameras to monitor all aspects of his life. Unknowing to Truman, everyone in his impossibly sundrenched, pastel-dappled town is an actor. Investors with U.S.-dominated portfolios over the last decade may have begun to feel like Truman.


By Fund Library News Wire | Friday, February 15, 2019

By Mike Keerma

The big North American stock indices posted strong weekly gains on hopes that the U.S. and China will reach a trade agreement of some sort before the March 1 deadline. U.S. President Donald Trump’s declaration of a state of emergency as a tactic for funding a wall at the Mexican border didn’t have an impact on stock markets, as the S&P 500 Composite Index advanced 2.5% on the week, while the technology-weighted Nasdaq Composite Index rallied 2.4%. Toronto’s benchmark S&P/TSX Composite Index gained 1.3% on the week, as the price of crude oil surged 5.8% on the week, boosting energy issues, which comprise about an 18% weighting on the index.


More recent articles

By Robyn K. Thompson | Friday, February 15, 2019
By Knowledge Bureau | Thursday, February 14, 2019
By Dave Paterson | Wednesday, February 13, 2019
By Fund Library News Wire | Tuesday, February 12, 2019
By Gordon Pape | Monday, February 11, 2019
By Fund Library News Wire | Friday, February 08, 2019
By Robyn K. Thompson | Friday, February 08, 2019
By Knowledge Bureau | Thursday, February 07, 2019
By Dave Paterson | Wednesday, February 06, 2019
By Fund Library News Wire | Tuesday, February 05, 2019
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