Market Commentary September 2012
As was widely expected, central banks in the U.S. and Europe stepped up to the plate announcing aggressive bond buying programs to inject much needed liquidity into the economies in an effort to spur economic growth. Markets reacted positively with all markets showing gains in September. Thanks to this rally, all markets, except for Japan finished the third quarter in positive territory.
Read MoreTop Funds Report – October 2012
As was widely expected, central banks in the U.S. and Europe stepped up to announce aggressive bond buying programs designed to inject much needed liquidity into the economy. Markets reacted positively showing gains in September, pushing all markets, except for Japan into positive territory for the third quarter.
Read MoreCI Harbour Foreign Equity Fund
Like all Harbour branded funds, the CI Harbour Foreign Equity Fund is managed using a bottom up process that looks for best of breed companies that are run by strong management teams, with sound balance sheets and the ability to generate superior cash flow. They also like companies that have some level of pricing power and have the ability to grow. Dividends and share buybacks are also factors that are considered when conducting their fundamental review. The end result is a concentrated portfolio that will hold between 30 and 40 names.
Read MorePositioning your portfolio for a market bounce
The best equity funds for a rising market In our September edition, we looked highlighted a number of core equity funds that provided investors with the best downside protection for when markets we falling. In this edition, we have scoured the mutual fund universe to find some of the funds that provide the best opportunity for strong gains when markets move higher. Looking at the historic...
Read MoreETFs 2.0 – Fundamental Indexing
Fundamental indices supposedly offer better returns with less risk Exchange Traded Funds (ETFs) continue to garner investor attention, growing industry assets by more than 16% as of August 31. It is not too difficult to see why investors have embraced ETFs given that they provide investors with a very transparent and cost effective way to access a variety of asset classes. The first ETF launched...
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