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ARTICLE ARCHIVE
2/22/2019 7:42:31 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.

 

THE ETF INVESTOR
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.

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Fund Library News
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.

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Financial Education
By Knowledge Bureau | Thursday, February 14, 2019

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Here’s a unique way to share some love with your sweetheart: Make a spousal RRSP contribution by March 1. It’s a gift that’s a win-win to help secure your financial future together. Even better, it’s you, the contributor, who gets the RRSP deduction. Whether you have a spouse or common-law partner, here are six basic spousal RRSP tips that make for a Valentine’s gift that keeps on giving.

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



Every month in my Top Funds Report newsletter, I review funds that have been under the radar for a while, or that are not currently in the media spotlight. Often, these types of funds yield some of the most interesting opportunities for investment. One such fund is the Mackenzie Ivy Foreign Equity Fund, a longtime favourite of mine. But it has been causing me a lot of frustration over the past few quarters, because of its low-volatility tilt.

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

A SPECIAL REPORT FROM



By Nash Swamy, Junior Analyst, Analytics & Data, Fundata Canada Inc.

When analyzing the Canadian investment space, it is crucial to ask what are fund managers doing with the $1.85 trillion allocated to mutual funds, ETFs and other investment vehicles. Investment funds are often packaged and sold to investors on some criteria, such as targeting U.S. large caps, emerging markets, or specific sectors. But before a Canadian investment manager can invest millions in exchanges around the world, a simple exchange rate transaction must occur as a prerequisite to participate in global capital markets. By analyzing the deployable cash in investment funds, we can assess the street’s market sentiment and get a fix on the liquidity of investment funds on a cash and cash-equivalents basis.

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

By Mike Keerma

The major North American stock market indices closed Friday with gains on the week, as investors overcame trepidation about the progress of U.S.-China trade talks. U.S. President Donald Trump confirmed that he would not be meeting with China’s President Xi Xinping before the March 1 deadline for a trade deal. Meanwhile, both the Bank of England and the European Commission cut growth forecasts for both the U.K. and the eurozone overall, as uncertainty over Brexit and the slowdown in China’s economic growth impact the European economy. Canada’s S&P/TSX Composite Index gained 0.8% on the week, as financials and industrials helped buoy the market against a slide in energy issues, facing headwinds from a 4.7% drop in crude oil. The U.S. broad blue-chip S&P 500 Composite Index closed marginally higher on the week, while the Nasdaq Composite Index gained 0.5%.

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Financial Education
By Knowledge Bureau | Thursday, February 07, 2019

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Returns that include income from rental properties are often audited, so it’s important to consider your increased tax compliance burden as a real estate investor. If this is your first year with a rental property, it’s especially important to set up the tax reporting and documentation properly for an audit-proof experience. Use this checklist to help.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 06, 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. One of the bigger changes in the fund landscape over the past year or so was the takeover of the former high-flying Sprott funds by a management spinoff company called Ninepoint Partners. Here’s a look at a how a couple of the funds have fared.

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Fund Library News
By Fund Library News Wire | Tuesday, February 05, 2019



By Hussein Rashid, Vice President, ETF Strategist, Invesco Canada

One of the key themes I’m watching for in 2019 is a continuation of the equity volatility we saw in 2018. The return of volatility may have caught some investors off guard, having grown complacent in the relatively docile 2017. How rough was 2018? Through the first three quarters of the year, the S&P 500 was up 10.6% – yet the index’s full-year return was -4.4%.

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Fund Library News
By Fund Library News Wire | Friday, February 01, 2019

By Mike Keerma

The main North American market gauges posted gains for another week, against a backdrop of rising U.S. job creation and growing manufacturing activity. The blue-chip S&P 500 Composite Index gained 1.6% on the week, posting a 7.9% advance in January. The tech-weighted Nasdaq Composite Index rose 1.4% on the week, gaining 9.5% in the month. Meanwhile, Toronto’s S&P/TSX Composite Index rallied 1.0% on the week, gaining 8.5% in January overall, as crude oil prices rose 3.3% in the week, and surged 18.5% in the month.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 30, 2019



Since the legalization of cannabis, interest in the marijuana sector has grown considerably, and not a week goes by where I don’t get a question or two about the prospects for the sector. Many are speculating that we are seeing a once-in-a-lifetime transition, not unlike the repeal of the U.S. Prohibition law in 1933. While there may be some truth to that, it’s tough to justify the valuations of many of these companies, even after recent selloffs.

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TAX PLANNING
By Samantha Prasad | Tuesday, January 29, 2019



In my previous article on tax traps to avoid in family-owned corporations, I looked at the tangle you can get into with the so-called association rules. But another, equally nasty, tax trap lies in the corporation attribution rules. Here’s a look at how to avoid running afoul of them.

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Fund Library News
By Fund Library News Wire | Friday, January 25, 2019

By Mike Keerma

Upbeat fourth-quarter earnings reports from U.S. companies and positive corporate forecasts for 2019 helped buoy stocks on Friday. While a deal between President Trump and Congressional Democrats to end the U.S. government shutdown didn’t really affect markets, it contributed to more optimistic investor sentiment. In addition, news that the People’s Bank of China is poised to inject an additional US$37 billion to support the country’s banks in an effort to stave off an economic slowdown also helped keep markets in the black on Friday. For the week, however, the big stock indices hovered just around breakeven, as the S&P 500 Composite posted a hairline loss of 0.2%, while the Nasdaq Composite Index eked out a minuscule 0.1% gain. Toronto’s S&P/TSX Composite Index likewise posted a near-breakeven week, with a modest 0.4% Advance, held back by a 0.3% decline in the price of crude oil.

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Fund Library News
By Fund Library News Wire | Friday, January 25, 2019



Fundata Canada Inc. announced the winners of the FundGrade A+ Award for 2018 at Fundata’s annual “Evening of Excellence” held on Thursday, January 24, 2019, at The Globe and Mail Centre in Toronto. Awards were presented to 60 companies representing a total of 274 Canadian investment funds.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 23, 2019



Research has long proven that dividends account for the lion’s share of long-term stock market returns, contributing nearly 70% of the total return for the S&P/TSX Composite Index over the past 10 years. That’s a very compelling reason to consider stocks, mutual funds, and ETFs that carry a high dividend yield. Here’s a mutual fund and its ETF counterpart to consider.

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TAX PLANNING
By Samantha Prasad | Tuesday, January 22, 2019



If you happen to own shares in a private corporation, especially a family-owned business, then you should be aware of a couple of common tax traps to avoid. Owner-managers are usually so busy running their business, that sometimes it’s hard to step back and make sure that the corporate ownership doesn’t bring about its own slew of issues. Here’s a look at how to avoid the biggest of these traps: the “association” rules.

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Fund Library Q&A
By Robyn K. Thompson | Monday, January 21, 2019



Concerns about the health of the global economy, the effects of the U.S.-China trade and tariff dispute, rising interest rates, and the flattening yield curve combined to make the stock market slump of the fourth quarter of 2018 one of the worst in a long time. Toronto’s benchmark S&P/TSX Composite Index dropped 11% in the quarter, as a 38% drop in the price of crude oil weighed on energy producers. The index ended the year with an annual loss of 11.6%. Similarly, New York’s blue-chip S&P 500 Composite Index plunged 14% in the fourth quarter for an overall 6.2% loss in the year. So is it time to sell stocks and re-set your portfolio with a heavier weighting to cash?

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Fund Library News
By Fund Library News Wire | Friday, January 18, 2019

By Mike Keerma

The major North American stock indices rallied again this week, buoyed by reports that China and the U.S. were negotiating trade concessions that would see China increase imports from the U.S. to bring its trade deficit with the U.S. to zero. In Canada, December’s all-items inflation rate ratcheted up to an annual 2.0% from 1.7% in November, a move largely driven by the way airfares are calculated, and one widely expected to reverse in coming months. U.S. annual inflation decelerated to 1.9% as December’s month-over-month rate fell 0.1% as energy prices declines. The calmer inflation picture in both countries suggests both the Bank of Canada and the Federal Reserve have plenty of wiggle room to ease off further rate hikes in the immediate future. Toronto’s S&P/TSX Composite Index gained 2.4% on the week, helped along by a 4.2% rise in the price of crude oil. The main U.S. indices followed suit, with the S&P 500 Composite gaining 2.9% on the week, and the Nasdaq Composite rising 2.7%.

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Fund Library News
By Fund Library News Wire | Thursday, January 17, 2019
DUE DILIGENCE
By Dave Paterson | Wednesday, January 16, 2019



Over the long-term,
CI Signature High Income Fund has been a stellar performer, offering an attractive mix of solid total returns, a stable stream of income, and below-average volatility. That has earned it three annual FundGrade A+ Awards. In the shorter term, however, it has struggled, trailing the index and peer group in 2018. A key reason for this underperformance has been the portfolio’s construction.

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