ETF Focus List – December 2018
Invesco Senior Loan CAD Hedged ETF (TSX: BKL.F) – Last time around, I noted that I continue to favour this ETF for exposure to the leveraged loan space largely on the higher quality portfolio it offers. During an extremely challenging period for credit markets, this ETF held up better than the other floating rate ETFs, gaining 1.10%. This narrowly outpaced the Mackenzie Floating Rate Income ETF. I continue to follow the Mackenzie offering closely and am looking to see how it continues to perform in a challenging environment.
Read MoreTop Funds Report – November 2018
As T.S. Eliot famously wrote in his poem The Waste Land, “April is the cruelest month….” I disagree. I will just come right out and say it: October is. I hate October. Rolling through the summer months, all is good in the world, and then Labour Day hits. I start to get a bit nervous as traders come back to work, and then it seems almost like clockwork, as they start to get ornery a few weeks after the break. And when traders get ornery, they sell stocks. And sometimes, they sell a lot of stock in a very short time.
Read MoreOctober 2018 Model Portfolio Review
I will just come right out and say it. I hate October. Sure, the changing leaves make it a beautiful time of year to pack up the family and take a relaxing drive through the country, the NHL and NBA seasons kick off in earnest, and the Thanksgiving holiday gives us time to pause and reflect with friends and family about how grateful we are for all that we have. But, there is a dark side to the...
Read MoreRecommended List of Funds – October 2018
he past few quarters have been a challenge for bond investors with central banks starting to remove stimulus and moving towards normalizing their interest rate policies. Over the past two years, the FTSE/TMX Canada Universe Bonds Index is lower by an annualized 0.7% to the end of September. The environment is not likely to get any easier in the next little while either, with worries over inflation becoming more real, the yield curve continues to flatten and worries over it inverting remain in view. Further, there are growing concerns over the credit quality of many of the issues in the lowest rated part of the investment grade bond universe. With these challenges, a low-cost passive bond fund, or even a core only product may not be your best option.
Read MoreWRAP Funds Report – October 2018
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...
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