Top Funds Report – December 2013
Download the PDF Version of this Report Global markets continue their march higher Investors remain optimistic amid improving economic data. Global equity markets rallied higher for the third month in a row, with the U.S. leading the way with a broad based rally. The S&P 500 gained more than 3% in U.S. dollar terms on an improving global economy. Factor in a weakening Canadian dollar and the...
Read MoreNovember 2013 Market Recap
Happy Holidays!! It is hard to believe that another year has passed and the holiday season is once again upon us. I hope that you and those who are important to you have a wonderful holiday season, and a safe, happy and prosperous New Year. I also wanted to take this opportunity to thank you for your readership. I hope that you continue to find this information to be helpful. In the new year, I...
Read MoreMarkets higher in November. Budget deal increases probability of tapering
Global equity markets rallied higher for the third month in a row, with the U.S. leading the way with a broad based rally. The S&P 500 gained more than 3% in U.S. dollar terms on an improving global economy. Factor in a weakening Canadian dollar and the gains were even higher for Canadian investors, with the S&P 500 returning nearly 5% in Canadian dollar terms European markets were also...
Read MoreModel Portfolio Review – November 2013
It was another good month for the portfolios, with each posting positive returns. In fact, all portfolios managed to outpace their benchmark, except for the Growth Portfolio, which underperformed. U.S. equity led the way higher as jobs and consumer spending looked to rebounding. Asian equities, particularly China were strong, after the Chinese government announced plans for sweeping economic...
Read MoreSocially Responsible Investing Report – November 2013
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the November 2013...
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