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- What’s the Difference Between a Time Weighted Rate of Return and a Money Weighted Rate of Return?
- Assessing the Risks of a Recession
- Five Year-End Tax Planning Strategies
- What Drives Interest Rates?
- How to Make an RRSP Decision that’s Right for Your Age
- The Oil Conundrum
- Why The Bank Of Canada Will Raise Rates Later And Slower Than The Fed
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- The Good and Bad of High-frequency Trading
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Stephanie Hickmott, CFA Vice President, Portfolio Manager Canadian securities regulators designed Phase 2 of the Client Relationship Model (CRM2) to ensure investors receive clear and complete disclosure of the performance of their investments and fees associated with … Read full article
Ben Homsy, CA Institutional Portfolio Management, Fixed Income Canada was not in recession in early 2015, and never has been without a U.S. recession Indicators of a U.S. recession are rising, namely yield curve flattening and tightening … Read full article
Karey Irwin, CFP Vice President, Investment Funds As we approach the end of 2015, investors should be aware of things they can do with their portfolios to minimize their 2015 taxes. Here are five strategies to ease the burden … Read full article
Jon Palfrey, CFA Senior Vice President, Portfolio Manager With interest rates at record low levels, investors ranging from long term investment funds (Pension Plans & Endowments) to individuals planning for retirement are facing a number of unique … Read full article
Karey Irwin, CFP Vice President, Investment Funds As the RRSP deadline of March 2 approaches, many investors are reviewing their portfolios and strategies, but with the Tax Free Savings Account (TFSA), investors have another place to put … Read full article
Patrick Reddy, CFA Energy Analyst In the spring of 2014, the feeling among investors was that crude oil prices would average $101 per barrel over the next year and $103 per barrel over the next 2 years.
Ben Homsy, CA Institutional Portfolio Management, Fixed Income – Our interest rate outlook implies that the Bank of Canada will normalize monetary policy both later and more slowly than the US Federal Reserve. – We expect the … Read full article
Jim Gilliland, CFA President & CEO, Head of Fixed Income Six years ago this month, the venerable, 158-year-old investment banker Lehman Brothers collapsed and the world was plunged into … Read full article
Michael Schaab, CA, CFA Vice President, Portfolio Manager Since the publication of Michael Lewis’s new book, Flash Boys, a startling amount of attention has been given to the practice of high-frequency trading. HFT is a nuanced and highly … Read full article
Jon Palfrey, CFA Senior Vice President, Portfolio Manager You’ve made your RRSP and TFSA contributions. You’ve done your end-of-year tax-loss selling. You’ve contributed to registered charities. You’ve done all the right things to manage your taxes. Now that March … Read full article