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ARTICLE ARCHIVE
4/22/2018 6:20:27 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.

 

TAX PLANNING
By Samantha Prasad | Tuesday, April 17, 2018



On Dec. 13, 2017, the government released the draft legislation for the controversial Tax on Split Income (TOSI), noting that it was simplifying earlier proposed tax measures, which would apply as of Jan. 1, 2018. These amended rules were meant to clarify the process for determining when and how a family member would be considered to have made a contribution to the business so as to be exempt from the TOSI rules. As usual, it’s complicated, so here’s a summary and recap.

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The Analyst’s Desk
By Brian Bridger | Monday, April 16, 2018

A SPECIAL REPORT FROM



While they may seem like boilerplate, the new ETF Facts documents – now a requirement for any firm offering a new ETF or renewing a prospectus – give investors a reliable, easy-to-understand synopsis of an ETF along with some insightful trading and market data. Fundata Canada collects the ETF Facts as well as the associated data, making it available as a part of its ETF data offering for the financial industry. Investors can find the ETF Facts documents on ETF firms’ websites. Here’s a look at the five key data points investors should focus on when looking at the ETF Facts documents.

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Fund Library News
By Fund Library News Wire | Friday, April 13, 2018

By Mike Keerma

The major North American stock market indices closed higher on the week, as expectations of strong first-quarter earnings shifted investors’ focus from growing geopolitical tensions, at least temporarily. President Trump, meanwhile, scaled back his rhetoric about initiating military action in Syria, calming investor anxiety over rising Mideast tensions with Russia. Moreover, he floated the possibility of rejoining the Trans-Pacific Partnership, even as he imposed fresh tariffs on Chinese technology investments in the U.S. The U.S. blue-chip S&P 500 Composite Index advanced 2% on the week, while the Nasdaq Composite Index rallied 2.8% after it became apparent that social media giant Facebook Inc. (NASDAQ: FB) wouldn’t crash and burn after CEO Mark Zuckerberg’s testimony before Congress this past week. Toronto’s benchmark S&P/TSX Composite Index rose 0.4% on the week, powered by gains in the energy and materials groups, as crude oil advanced 8.7% on the week.

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Financial Education
By Knowledge Bureau | Thursday, April 12, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

The difference between good and bad debt often lies in its tax deductibility. Carrying charges, such as interest expenses, may be deducted when there is a potential to earn investment income from property, including interest, dividends, rents, and royalties. Here is a checklist of common deductible expenditures.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 11, 2018



Equity valuations, particularly in the U.S., have been running well above historic norms. The S&P 500 Composite Index is still trading at more than 20 times forward earnings. One area where valuations appear to be considerably more reasonable is in Europe and Asia. The MSCI EAFE Index now trades at about 15 times earnings, well below the U.S.

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THE ETF INVESTOR
By Tyler Mordy | Tuesday, April 10, 2018



In the post-war period, free trade has become something of a sacred cow for economists. Few challenge its benefits, and almost all support the unhindered movement of goods and services across national borders. In practice, global trade doesn’t always happen in a frictionless fashion. But the so-called “comparative advantages” of each nation (where countries focus on their industry specialties and lower opportunity costs) supports the theory that international trading partners are best served without trade restrictions. Yet, this decades-old orthodoxy is now under siege.

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Fund Library News
By Fund Library News Wire | Friday, April 06, 2018

By Mike Keerma

Stock market indices closed a volatile week of trading on Friday with weekly losses, as trade tensions increased, and a weaker-than-expected U.S. job creation report soured investor sentiment. Toronto’s benchmark S&P/TSX Composite Index fell 1.0% on the week as investors sold off energy and financial issues in reaction to renewed trade tensions. Against a backdrop of rising stock market volatility, with the CBOE Volatility Index (VIX) closing the week at 21.49, the U.S. blue-chip S&P 500 Composite Index dropped 1.4% week over week. With headwinds from the tech sector, including continuing concerns over data security at Facebook Inc. (NASDAQ: FB), the Nasdaq Composite Index fell 2.1% on unrelenting selling pressure. Short seller Citron Research issued a bearish view of Nvidia Corp. (NASDAQ: NVDA) and Apple Inc. (NASDAQ: AAPL) extended its retreat with a loss for the week, marking an 8% drop from its 52-week high of early March. Gold edged up 0.6% on the week bolstered by its safe haven status, while crude oil dropped 4.6%.

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Financial Education
By Knowledge Bureau | Thursday, April 05, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

If you are a post-secondary student, or spouse of one, or a supporting parent, and you are looking for the monthly education amount on the 2017 federal tax return, you may be a bit confused. It’s gone, but it’s not out completely.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 04, 2018



With the recent upward pressure on yields, floating rate notes and loans are an effective way to help protect portfolios. These instruments pay a rate of interest that floats with a market interest rate, usually the London Interbank Offered Rate (LIBOR). IA Clarington Floating Rate Income Fund is my favourite fund in the floating rate space because of its focus on quality, income, and low volatility.

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The Analyst’s Desk
By John Krisko | Monday, April 02, 2018

A SPECIAL REPORT FROM



The term “hedge fund” has come to epitomize alternative investments in the financial industry – high risk, accessible only by a select few, and low on details about structure, strategy, and positions. A large degree of mysticism and myth has built up around these funds as a result. One thing is often true: Hedge funds do not publish full holdings. Even if you are an investor, you will not have access to this information. Certainly, this is understandable from the perspective of the funds’ management, which is aiming to protect their investing “edge” from competitors seeking to profit from that knowledge. From the perspective of an investor, however, it is less understandable. How can you make an informed choice about which fund to invest in?

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Fund Library News
By Fund Library News Wire | Thursday, March 29, 2018

By Mike Keerma

The major North American stock market indices rallied on Friday, the last day of the month and the quarter, boosting weekly returns into positive territory. The S&P 500 Composite Index posted a strong 2.0% weekly return with the help of investment managers’ “window dressing” portfolios to goose quarterly return numbers. Even the tech-weighted Nasdaq Composite Index, which had seen a steady slide through March arising from security and privacy concerns at social media giant Facebook Inc. (NASDAQ: FB), gained 1.0% on the week. The S&P 500 Composite Index doubled that gain, advancing 2.0% on the week. And Toronto’s benchmark S&P/TSX Composite Index benefitted from a rally in energy and materials stocks, rallying 1.0% on the week. Both crude oil and gold posted weekly losses, but remained ahead for both the month and the year to date.

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Thursday, March 29, 2018

After a bit of volatility early in the year, things have returned to “normal” again. The small stock market correction we experienced in January and February was the first real volatility we’ve seen after a number of years of smooth sailing, which is unusual. This long bull market in stocks started after the 2008-09 credit crisis, fueled by much government stimulus (so-called quantitative easing), and is now mostly running under its own steam. Is it likely to continue?

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 28, 2018



In the first two tumultuous months of the year, Mackenzie Canadian Growth Fund posted a 2.86% return, compared with a loss of 4.37% for the S&P/TSX Composite Index. And for the 12 months ending Feb. 28, the fund was up 14.69% compared with 3.23% for the index. This outperformance is not a fluke, judging from the longer-term numbers posted by the Mackenzie team headed by Dina DeGeer. For the five years ending Feb. 28, it posted a very respectable 15.6% average annual compounded rate of return, while the S&P/TSX Composite returned 6.9% for the same period. That type of consistent performance has merited the FundGrade A+ Award for three straight years from 2015 to 2017.

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The Analyst’s Desk
By Reid Baker  | Tuesday, March 27, 2018

A SPECIAL REPORT FROM



The incredible bull run in stocks over the past few years took a few steps back in February and March, after most major indices pushed through all-time highs in January. Since the end of January, we’ve seen the provocation of global trade wars and talk of several interest rate hikes in the coming year. This may signal at least a short-term end to the good times. Looking for investment products to carry through volatile times can be challenging during any scenario, especially when the historical performance consists primarily of a bull market. The FundGrade A+ rating can help.

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Fund Library News
By Fund Library News Wire | Friday, March 23, 2018

By Mike Keerma

Shrugging off some positive U.S. economic data and President Trump’s signing of a US$1.3 trillion spending bill that headed off a government shutdown, investors focused instead on the imposition of tariffs on US$50 billion of Chinese goods, and the threat of retaliatory trade measures by China. In addition, the U.S. Federal Reserve raised its federal funds rate by 25 basis points on Wednesday, to a target range between 1.5% and 1.75%. As a result, the main North American benchmarks all lost ground over the week, with the Nasdaq Composite Index posting the steepest weekly loss at 6.5%. The S&P 500 Composite Index dropped 6%, while Toronto’s S&P/TSX Composite Index slid 3%, cushioned somewhat by a 5.6% weekly gain in the price of crude oil and a 3% advance for gold.

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Fund Library News
By Fund Library News Wire | Friday, March 23, 2018

By Mike Keerma

Fundata Canada Inc., a provider of Canadian investment fund data, announced on March 21 that it has partnered with Barchart, a global leader in market data and technology services, to provide premium Canadian data on mutual funds and exchange-traded funds (ETFs) to The Globe and Mail’s Globe Investor website.

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Fund Library News
By Fund Library News Wire | Thursday, March 22, 2018



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

“Since 1871, the market has spent 40% of all years either rising or falling more than 20%. Roaring booms and crushing busts are perfectly normal.” – Morgan Housel

Last year was a banner year in the US markets. Following the election of Trump, the S&P500 bolted out of the gates on initial optimism for deregulation across many sectors and ended the year with investors cheering huge U.S. corporate tax cuts. In what has become a familiar refrain, a handful of mega-cap Internet and technology stocks continued their momentum.

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 21, 2018



Given the complexity of the emerging markets, you will likely want an active manager at the helm of your fund than relying solely on a cheap, passively-managed ETF. In the past few years, the RBC Emerging Markets Equity Fund has been one of the more attractive EM funds available. It has delivered above-average returns with less volatility than the index or peers, resulting in better risk adjusted returns. And it is a consistent multi-year winner of the annual FundGrade A+ Award, most recently for performance in 2017.

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Financial Education
By Knowledge Bureau | Tuesday, March 20, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Are you a high-income earner – perhaps an executive, or a seasonal construction or oil rig worker – who may suffer a loss of employment? If the Canada Revenue Agency catches you with income above the base amount for Employment Insurance (EI) repayment, you’ll likely be unpleasantly surprised when you file your 2017 return. But there’s a way to avoid the clawback by using your RRSP deduction opportunities.

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THE ETF INVESTOR
By Tyler Mordy | Monday, March 19, 2018



Last September, the U.S. Federal Reserve at long last began its so-called quantitative tightening (QT), gradually lowering its holdings of Treasuries and mortgage-backed securities. How should investors respond? If QE was positive for asset prices, then simple logic suggests that QT would be negative. Undoubtedly, this reasoning will be endlessly promoted by many pundits. And the sudden return of stock market volatility in early February only seemed to confirm their view. If only it were that simple.

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