Dave Paterson’s Top Funds Report is published on a monthly basis and highlights the best funds that were reviewed in the past month. This is an invaluable tool that provides you with indepth, expert analysis on a wide range of mutual funds and ETFs.
You can browse through our previous editions below. You can also view our recent Mutual Fund Reviews here.
If there is a fund that you would like to see reviewed in a future edition, please send your request to feedback@paterson-associates.ca.
Top Funds Report – April 2020
If you thought the investment markets in February were bad, I don’t even know how to describe March. The word “unprecedented” seems to have been thrown around a fair bit, and it seems to be a pretty fitting description.
Heading into the month, markets were on edge as the fear of COVID-19 began to spread across the world. What started out as a health crisis quickly turned into an economic crisis as many countries around the world shuttered large parts of their economies to help reduce the spread of the virus and prevent overwhelming their already stretched healthcare sectors.
read moreTop Funds Report – January 2020
The year 2019 turned out to be a much better year for stock markets than most had expected. While some rebound was to be expected after the stomach-churning drop we experienced in December 2018, we certainly didn’t expect total return for 2019 to be as strong as it was.
read moreTop Funds Report – December 2019
Download a PDF Copy of this report Stock markets touch record highs November gains driven multiple expansion, not earnings growth… November turned out to be a pretty strong month for investors, as equity markets around the world posted decent gains through the month. North American markets led the way higher with many broad stock market indices reaching fresh record highs. Overall the S&P 500 Composite Index advanced 3.6% in November, bringing the year-to-date gain to more than 27%, in U.S. dollar terms. Markets seemed...
read moreTop Funds Report – November 2019
After a rocky August that saw investor anxieties rise, most equity markets rebounded, showing positive returns in September. It was once again trade talks between the U.S. and China, and central bank actions that competed for investor attention.
read moreTop Funds Report – October 2019
Download a PDF Copy of this report Markets rally in September But the risk of a global economic slowdown clouds the outlook… After a rocky August that saw investor anxieties rise, most equity markets rebounded, showing positive returns in September. It was once again trade talks between the U.S. and China, and central bank actions that competed for investor attention. While there were some hopes that progress could be made on the trade front, tweets from U.S. President Donald Trump suggested that he would not be backing...
read moreTop Funds Report – September 2019
August was a volatile month for stock and bond markets, driven largely by trade headlines and worries that a yield curve inversion that occurred in the month was signaling an impending recession.
read moreTop Funds Report – March 2019
The market rally that started in January kept on rolling through February with all major markets ending the month higher. The S&P 500 gained 3.2% in U.S. dollar terms, while the MSCI EAFE Index rose by 2.6%.
read moreTop Funds Report – February 2019
After what can charitably be described as a horror show in December, markets came roaring back in January. The S&P/TSX Composite Index surged higher, gaining 8.74%, with all sectors moving up led by the heavyweight financial and energy sectors. The big U.S. blue-chip S&P 500 Composite Index gained more than 8% in U.S. dollar terms, and internationally, the MSCI EAFE Index rose by 6.6%.
read moreTop Funds Report – January 2019
It’s only fitting that 2018, which saw the return of market volatility, be capped off with a very volatile December. Markets took investors on a very wild ride, with all equity markets ending the month in negative territory.
read moreTop Funds Report – December 2018
Despite global equity markets ending November mostly higher, the volatility that has dogged markets since September was still very much in play. The S&P 500 Composite Index rose by more than 2% in November, but the intra-month swings were very pronounced. Peak to trough, the index fell more than 6.4% in the month. Investor sentiment turned very bullish in the last few days of the month as the U.S. and China appeared to have negotiated a temporary truce on trade, moving markets higher.
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