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ARTICLE ARCHIVE
4/29/2017 3:28:33 PM
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Opinions expressed in articles published on this site are solely those of the contributing authors and do not necessarily represent the views or opinions of The Fund Library, its staff or affiliates.

 

DUE DILIGENCE
By Dave Paterson | Wednesday, April 26, 2017



TD Asset Management has long had one of the most respected fixed-income teams on the street and has consistently delivered returns that are in line with the FTSE/TMX Canadian Bond Universe, with comparable levels of volatility. A good example is the TD Canadian Core Plus Bond Fund, which is very similar to the highly-regarded TD Canadian Bond Fund. The main difference is that the Core Plus offering allows the managers the ability to invest up to 30% of the fund in “non-core” investments such as high-yield bond and investment-grade global bonds. Let’s have a look at how this strategy has worked.

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Estate Planning
By Margaret O'Sullivan | Tuesday, April 25, 2017



With increasing globalization of people and their assets, a growing and often hidden threat is multiple taxation on death. Different countries tax in different ways on death, and when those laws collide, the same assets can be exposed to double and even triple tax or more.

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Fund Library News
By Fund Library News Wire | Friday, April 21, 2017

By Mike Keerma

U.S. stock markets closed Friday with slim losses on the day, but advanced on the week as President Trump announced he would be releasing a “massive tax cut” package next week. Markets have been generally leery of the Trump Administration’s policy announcements, particularly after the recent failure of the bill to replace Obamacare to make it to a vote in the House of Representatives. In addition, economists are expecting a softening of economic growth in the first quarter with next Friday’s release of quarterly GDP numbers. The S&P 500 Composite Index advanced 0.9% on the week, while the Nasdaq Composite Index gained 1.8%. Toronto’s benchmark S&P/TSX Composite Index meanwhile gained a modest 0.5% on the week, as crude oil prices softened in the wake of growing U.S. production and the lack of any evidence that purported Opec production cuts are having any impact on prices at all. The price of gold also softened on the week, as geopolitical concerns faded from the headlines

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TAX PLANNING
By Samantha Prasad | Thursday, April 20, 2017



The tax-filing deadline is almost upon us. For your 2016 tax return, the government has made a few changes to various credits and deductions, and has added some services, which it says are designed to make the painful act of filing taxes less painful. We’ll see. Here’s a summary of the tax changes you should be aware of when filing your 2016 return.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 19, 2017

Managed by the team of Benoit Gervais and Onno Rutten, Mackenzie Precious Metals Class invests in companies involved in the exploration, refining and production of precious metals. Funds in the Precious Metals Equity category are by nature highly volatile. Acknowledging this fact, the managers use something of a unique approach to selecting portfolio holdings.

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THE ETF INVESTOR
By Tyler Mordy | Monday, April 17, 2017



Populism is on the increase around the world – according to one study, back to the levels of the 1930s. That catapults many unknowns into the decision-making process. How can this uncertainty be mitigated? What follows is our response.

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Fund Library News
By Fund Library News Wire | Thursday, April 13, 2017

Toronto’s benchmark S&P/TSX Composite Index closed Friday with a loss on both the day and the week. Bank and other financial stocks softened as falling bond yields got investors anxious about bank earnings. Canadian financial stocks followed the U.S. financial sector down, as investors south of the border digested earnings reports from the U.S. financial majors and weighed the impact of growing geopolitical tensions between Russia and the U.S., as well as military action in Syria, off the coast of North Korea, and in Afghanistan. The yield on 10-year U.S. Treasury bonds fell as investors sought safe haven ahead of the Easter long weekend. New York’s blue-chip S&P 500 Composite Index retreated 1.1% on the week, while the Nasdaq Composite Index closed down 1.2% week-over-week. Gold was the major beneficiary of the move to safe haven assets, gaining 2.6% on the week. Crude oil, meanwhile advanced 1.2% on the week owing mostly to geopolitical risk.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 12, 2017

Low volatility funds have been rather popular with investors, and given the current market environment, I would expect that trend to continue. Mackenzie U.S. Low Volatility Fund is one of the newer offerings in the U.S. equity space.

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Fund Library News
By Fund Library News Wire | Tuesday, April 11, 2017



By Felix Narhi, Co-CIO & Portfolio Manager, Penderfund Capital Management

As we reflect on the recent announcement that Panera Bread Co. (NASDAQ: PNRA), a holding in several of Pender’s funds, is about to go private thanks to a takeover by European holding company JAB, we are left feeling somewhat bittersweet. While this development is probably perceived as terrific news by most market participants, we believe some investors with a longer time horizon may feel differently. So why would the takeout of Panera, at a decent premium, be less-than-ideal news?

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TAX PLANNING
By Samantha Prasad | Friday, April 07, 2017



By Samantha Prasad and Ryan Chua, Minden Gross LLP

Last year, the federal government made some key changes to the principal residence exemption (PRE) rules by closing loopholes surrounding the capital gains exemption” as they relate to the sale of your home. Last time, we looked at the PRE rules and how they are actually applied. Here’s a look at the nitty gritty of the changes related to ownership of a principal residence by a trust.

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Fund Library News
By Fund Library News Wire | Friday, April 07, 2017

By Mike Keerma

* Market wrap: Toronto gains, New York fades on week
* Desjardins debuts suite of ETFs.

* Excel to merge India funds.
* RBC to merge SRI funds.
* BMO adds global sector ETFs.


The major U.S. stock indices ended with modest weekly losses, as the U.S. March jobs report showed a gain of only 98,000 new non-farm payrolls, down from the more than 200,000 jobs created in each of January and February, while the unemployment rate ticked down to 4.5%. A U.S. missile strike on a Syrian airforce base on Friday had only limited impact on investor sentiment, as the indices closed flat on the day. The S&P 500 Composite Index lost -0.3% on the week, while the Nasdaq Composite Index retreated 0.6%. Toronto’s S&P/TSX Composite Index rose 0.8% on the week overall, as crude oil rose, gaining 3.1% on the week.

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DUE DILIGENCE
By Dave Paterson | Thursday, April 06, 2017

Managed by the team of Michael Hatcher and Jeff Feng, Trimark Global Dividend Class invests in high-quality, dividend-paying companies around the world. It is managed using the Trimark philosophy that looks for well-managed companies that are likely to deliver high returns on invested capital and generate significant free cash flow. Given the dividend mandate, the managers also seek out a sustainable and growing stream of dividends.

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Fund Library News
By Fund Library News Wire | Tuesday, April 04, 2017

FINANCIAL LITERACY REPORT
 

By Sandra MacGregor, Mediaplanet

When it comes to investing, sometimes the best thing to invest in is knowledge. While there are no sure things in financial markets, one thing is certain: the more you know, the better your chance of making your hard-earned money grow. But reading isn’t always enough, as it can be hard to know where to turn for accurate and trustworthy advice.

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Fund Library News
By Fund Library News Wire | Friday, March 31, 2017

By Mike Keerma

* Stocks post Q1 gains but fade in March.
* Horizons launches medical marijuana ETF
.
* Federal budget puts some fund mergers on hold.
* Dynamic proceeds with fund mergers.


Solid economic growth, on-target inflation rates, and positive earnings estimates propelled North America’s major market indices to solid gains in the first quarter of 2017. Despite lofty stock valuations, investors bet that the Trump Administration would cut corporate taxes and relax some of the regulatory overeach that was characteristic of the Obama Adminstration, particularly in energy and healthcare. So for the first quarter at least, stocks posted solid gains south of the border, as the S&P 500 Composite Index advanced 5.5%, despite flattening out in March. Propelled by strong gains in the IT sector, the Nasdaq Composite Index gained nearly 10% in the first three months, with a 1.5% advance in March. Toronto’s S&P/TSX Composite Index lagged somewhat, posting a 1.7% first-quarter gain, buoyed by strength in the financial sector. Crude oil dropped -5.8% in the quarter, while gold gained 8.2%.

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TAX PLANNING
By Samantha Prasad | Thursday, March 30, 2017



By Samantha Prasad and Ryan Chua, Minden Gross LLP

Back on October 3, 2016, the Department of Finance introduced significant changes to the principal residence exemption (PRE) rules in order to “improve tax fairness by closing loopholes surrounding the capital gains exemption” as they relate to the sale of your home. The changes were aimed primarily at foreign investors of Canadian real estate, but they also catch many Canadian residents who, in the past, have been able to access the PRE and avoid paying capital gains tax on the sale of their principal residences. In this article, we will review what these changes mean for you. Before we get into the nitty gritty of the changes, let us first review the rules.

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 29, 2017



RBC Global High Yield Bond Fund has an interesting mandate with a target mix that is split between high-yield bonds and emerging market debt. At the end of December, managers Jane Lesslie and Frank Gambino had the portfolio at roughly their target mix, with 52% invested in emerging market bonds and 45% in high-yield debt. They had taken some profits off the table in the high-yield space, and had added to the emerging markets exposure after the U.S. election. The fund’s strategy has produced some stellar results, especially in 2016, when it won the Fundata FundGrade A+™ Award for the second time.

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Financial Education
By Knowledge Bureau | Tuesday, March 28, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

The March 22 federal budget contained only a few specific tax provisions of interest to investors, mostly of a technical nature. Here’s a summary:

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Fund Library News
By Fund Library News Wire | Friday, March 24, 2017

By Mike Keerma

* Stocks sag through the week.
* Manulife merges funds into new portfolios
.
* TD debuts ETF portfolios.

* Stocks sag through the week. The senior U.S. stock indices sagged through the week and closed Friday with weekly losses as a major healthcare bill was pulled by Republicans before it could be put to a vote in the House of Representatives. The S&P 500 Composite Index lost 1.4% on the week, while the Nasdaq Composite Index slid 1.2%. Toronto’s S&P/TSX Composite Index ended the week virtually flat, logging a hairline -0.3% loss, as a 1.4% weekly gain in the price of gold buoyed gold stocks, while the Trump Administration’s approval of TransCanada Corp.’s (TSX: TRP) Keystone XL pipeline helped support the energy sector at the end of the week, despite a -1.3% week-over-week decline in the price of crude oil.

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Fund Library News
By Fund Library News Wire | Friday, March 24, 2017



By Geoff Castle, Portfolio Manager, Pender Corporate Bond Fund

Low default risk and short duration are keys to attractive risk/reward in the current corporate credit market. There are two different scenarios that we consider when we try to mitigate the effects of risk in the Pender Corporate Bond Fund.

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Fund Library News
By Fund Library News Wire | Thursday, March 23, 2017



Investing may seem like a daunting task. There appears to be so much we need to know. However, much like planning a trip, buying a home, or looking after our health, the key to successful investing is having the right information, a well-constructed plan and, often, the right advice. Yes, this takes effort when we might rather be doing something else, but once the planning is complete, we’re on our way.

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