Top Funds Report – January 2016
Download a PDF Copy of this report 2015 was a Year to Forget Volatility returned with a vengeance, dampening investor confidence… 2015 was one of the more challenging years in recent memory. It had a little bit of everything for investors, but perhaps the most impactful was the return of extreme market volatility. Global equity markets were largely flat in U.S. dollar terms. The S&P...
Read MoreWRAP Funds Report – December 2015
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read MoreBMO MSCI Emerging Markets Index ETF (TSX: ZEM)
Fund Card With the slowdown in China, and global demand for commodities weak, the emerging markets have struggled. For the year ending October 31, the MSCI Emerging Markets Index lost more than 14% in U.S. dollar terms. While the recent past is dismal, the medium to long term outlook is more positive. Valuation levels are significantly below historic averages. According to Brandes Investment...
Read MoreiShares Core S&P/TSX Capped Composite Index ETF (TSX: XIC)
Fund Card Canadian equities have struggled of late, with the S&P/TSX Composite Index losing 5.8% on a total return basis. There were two key factors driving this decline; continued weakness in the energy markets, and Valeant Pharmaceuticals fall from grace. The energy sector was off more than 3.3% as the outlook for oil remains weak. Until we see a stabilization in the energy markets, I...
Read MoreiShares S&P/TSX Canadian Dividend Aristocrats Index ETF (TSX: CDZ)
Fund Card With market volatility on the upswing, investors’ attention started to turn to better quality, and higher yielding issues, which this ETF invests in. To qualify for inclusion, a company must have increased dividends for at least five consecutive years. Another thing I like about this ETF is its valuation metrics look more favourable than the broader market, with valuations lower, and a...
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