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ARTICLE ARCHIVE
4/18/2019 10:47:28 AM
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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.

 

Fund Library News
By Fund Library News Wire | Friday, April 12, 2019

By Mike Keerma

Spurred on by Chinese trade data, a new service from Walt Disney & Co. (NYSE: DIS), and positive quarterly earnings reports from two of America’s largest banks, JPMorgan Chase & Co. (NYSE: JPM) and Wells Fargo & Co. (NYSE: WFC), investors bid the big North American stock indices to weekly gains, with the S&P 500 Composite Index edging towards its record high of 2,940.91, while gaining 0.5% on the week. The Nasdaq Composite Index also crept towards its 52-week high of 8,133.30, advancing 0.6% on the week. Toronto’s S&P/TSX Composite Index also made strides back towards its record high of 16,586.46 set last July, while also gaining 0.5% on the week as both financials and energy issues rallied.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 10, 2019



The Mawer Global Small Cap Fund has now been around for over 11 years (it debuted in October 2007), having consistently delivered excellent returns on both and absolute and risk-adjusted basis. Its 10-year average annual compounded rate of return to March 31 was 20.1%, double the 9.9% Global Small/Mid Cap category average and markedly over the 13% posted by MSCI World Small Cap Index. Perhaps more impressive is the consistency of performance.

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Fund Library News
By Fund Library News Wire | Friday, April 05, 2019

By Mike Keerma

Buoyed by a better-than-expected U.S. job creation report for March, the major North American stock market indices logged strong gains for the week, with both the S&P 500 Composite Index and the Nasdaq Composite Index ahead over 2%, putting the Nasdaq’s year-to-date gain now at nearly 20%. Toronto’s benchmark S&P/TSX Composite Index benefitted from a surge in energy issues as crude oil gained over 5% on the week, while financials maintained strength, with the S&P/TSX Capped Financial Index gaining 2.4% on the week.

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Fund Library News
By Fund Library News Wire | Thursday, April 04, 2019



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

We can ignore reality but we cannot ignore the consequences of ignoring reality.”
– Ayn Rand


Last year was a tough one for investors, particularly the fourth quarter. There was virtually nowhere to hide. Unless you held cash, you likely experienced declines in annual returns. Although it always feels like an unusually difficult year when one is actually living through it, statistically speaking, from a long-term perspective, last year was perfectly normal. Here’s our take on the new normal and the need to adapt.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 03, 2019

They say in life, there are two sure things: death and taxes. If there is one thing that Canadian governments are particularly astute at, it is raising taxes. This holds true whether you are talking about employment income or investment income. In recent years, the federal government has taken many steps to reduce the ability of investors to reduce their taxes by making changes to corporate class mutual funds. But some fund companies are still fighting the good tax fight, including global investment manager Natixis Investment Management which has an innovative structure to help lower taxes for Canadian investors.

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TAX PLANNING
By Samantha Prasad | Tuesday, April 02, 2019



So you think the tax-filing deadline is April 30? Seems straightforward enough. But remember, we’re talking taxes here, so nothing is ever straightforward! Sure, the general rule is that if you are an employee, your tax return will be due April 30, 2019, for your 2018 tax year. But if you are self-employed, or even if you simply carry on a business in addition to being an employee, your tax return won’t be due until June 15, 2019. And that’s the just beginning. Read on for more about the intricacies of tax-filing deadlines.

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Fund Library News
By Fund Library News Wire | Friday, March 29, 2019

By Mike Keerma

Despite a recent inversion of the U.S. government bond yield curve and yet another rejection of a Brexit proposal by the British Parliament, the major stock market indices posted solid gains on the week, as investor sentiment was buoyed by a Tweet from U.S. Treasury Secretary Steven Mnuchin following the conclusion of this round of U.S.-China trade and tariff talks in Beijing. Mnuchin indicated further talks will take place in Washington next week. The S&P 500 Composite Index posted its best quarterly gain since 2009.

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Financial Education
By Knowledge Bureau | Thursday, March 28, 2019

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Last Tuesday, Finance Minister Bill Morneau tabled the 2019 federal budget. It is unfortunate that Finance Canada continues its rhetoric about Canadians who don’t pay their “fair share,” specifically those who have been following perfectly legal rules in arranging their affairs to pay the least amount of taxes legally possible within the intent of the law. In past controversial moves, this was directed at private business owners who split income with family members or earned passive income on their retained earnings. In this budget it could be average Canadians investing in mutual funds and business owners who save within an IPP who are targeted. There are also proposals affecting TFSAs, certain types of annuities, and employee stock options.

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 27, 2019



Performance in many dividend strategies has suffered in the past year or two as investors worry over rising rates and chase high-flying growth stories. Still, over the long-term, dividends play an important role in returns, accounting for nearly 77% of the total return of the S&P/TSX Composite for the 10 years ending May 31. One of my favourite dividend funds is the Fidelity Dividend Fund helmed by lead managers Geoff Stein and David Wolf.

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Fund Library News
By Fund Library News Wire | Tuesday, March 26, 2019



By Kristina Hooper, Global Market Strategist, Invesco Ltd.

Monetary policy disruption was on full display last week: The U.S. Federal Reserve (Fed) announced a momentous change to its normalization plan, the yield curve inverted and sparked investor concerns, and a noted Fed critic was nominated to the central bank’s Board of Governors.

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

By Mike Keerma

The inversion of the U.S. yield curve, for the first time since 2007, caused a round of market jitters that saw the major North American indices on Friday post some of their biggest single-day losses since December, and end the week in the red. The S&P 500 Composite Index fell 2.0% on Friday, while the Nasdaq Composite Index dropped 2.5%. Toronto’s S&P/TSX Composite Index fell 1.0% on the day.

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THE ETF INVESTOR
By Tyler Mordy | Thursday, March 21, 2019



“That very night in his room a forest grew…until the walls became the world.” It’s at this point in Maurice Sendak’s influential 1963 children’s book where young boy Max’s imagination takes over from reality and crosses into the realm of fantasy. Where the Wild Things Are has become required bed-time reading in this author’s household (at the repeated insistence of another active seven-year-old boy). Admittedly, we also never tire of the tale — perhaps because the book’s central themes also speak to adults: isolation; growth; and ultimately, connection with the outside world.

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 20, 2019

Every month in my Top Funds Report newsletter, I write a summary of my views about specific funds and fund companies based on queries from readers. These are often funds that have undergone management changes or that are new issues, a little less well known, or not as widely covered as some of the high fliers. This month I want to take a look at a couple of global offerings, one from iA Clarington and one from Manulife.

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Financial Education
By Knowledge Bureau | Tuesday, March 19, 2019

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

There’s nothing like a good house flipping show to get you thinking about the cash potential in your own home. The house flipper approach is to buy homes, live in them short-term while fixing them up, and then sell them, often for big profits. It sounds simple, but it’s not a foolproof strategy, because it comes with tax risks. When done often, house flipping can raise eyebrows at the Canada Revenue Agency (CRA). Learn how to flip with care, and understand the principal residence rules that could diminish your profits, or worse.

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Fund Library News
By Fund Library News Wire | Monday, March 18, 2019



By Peter Westaway, Chief Economist, Vanguard Asset Management (Europe)

When people in the U.K. woke up on June 24, 2016, to the news that the country had voted to leave the E.U. (or “Brexit” as it is now commonly known), little did they know that 2½ years later, the future of the U.K.’s relationship with Europe would still be unclear. As debate and negotiation continue, what should investors do?

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

By Mike Keerma

The major U.S. stock market gauges piled on the gains this past week, as investors reacted positively to comments from China’s Premier Li Keqiang that while a trade agreement between China and the U.S. was still several weeks away, China remained “very responsible and reasonable.” U.S. Treasury Secretary Steven Mnuchin said there was still a lot of work to do. Li also stated that China would keep stimulus measures in place in an effort to reignite China’s economic growth. The S&P 500 Composite Index advanced 2.9% on the week as a result, while the tech-weighted Nasdaq Composite Index gained 3.8%. Toronto’s S&P/TSX Composite Index rode the coat-tails of U.S. markets, gaining 1.0% on the week, helped along by a 4.2% weekly surge in crude oil, as the index touched a five-month high at midday on Friday.

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 13, 2019

With continuing upward pressure on interest rates, short-term bond funds are expected to come under even more pressure. But NCM Short Term Income Fund, managed by Bill Holy and Owen Morgan, is an option for those seeking a higher yield and who are comfortable taking on a bit more risk.

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Fund Library News
By Fund Library News Wire | Tuesday, March 12, 2019

  

By Mark Raes, Head of Product, ETFs & Mutual Funds, BMO Global Asset Management Inc.

ETFs continue to make inroads into fixed-income mandates, based on their liquidity, low cost, and as an effective way to efficiently reposition portfolios. Of late, we have seen the emergence of active bond ETFs that have caused investors to take a fresh view of their portfolios.

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Fund Library News
By Fund Library News Wire | Friday, March 08, 2019

By Mike Keerma

The week ended on a downbeat for major North American stock indices. The main market gauges all lost money, as investors were rattled by a low monthly U.S. job-creation report for February. In addition, Chinese export reportedly fell by 20% in February, while the European Central Bank took a decidedly more dovish tone on monetary policy, now extending its low rate regime until 2020 from an earlier plan to commence rate hikes this year. The S&P 500 Composite Index slumped 2.2% on the week, while the Nasdaq Composite Index retreated 2.5%. Toronto’s S&P/TSX Composite Index fared better, edging down just below breakeven on the week, as a positive jobs report and a slight weekly increase in the price of crude oil helped buoy investor sentiment for Canadian issues.

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 06, 2019



For advisors, Manulife World Investment Fund is an excellent international equity fund. In fact, it is the highly-regarded Mawer International Equity Fund in a Manulife wrapper. The full-freight Manulife Advisor Series of this fund has an MER of 2.56%, which includes full dealer compensation. However, for those using fee-based accounts, the F Series version carries an MER of 1.2%, which is less than the 1.40% charged by Mawer directly for its own fund. Certainly, some investors will be turned off by the higher cost of the Advisor Series, and I get that. But I still believe that this is a case of “you get what you pay for.”

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