Low-volatility funds not yet ready for prime time
http://www.theglobeandmail.com/globe-investor/low-volatility-funds-not-yet-ready-for-prime-time/article26803584/ By Shirley Won Low volatility funds are the newer kids on the block, garnering attention as investors grow weary of wild market swings. In the past five years, the Canadian investment industry has launched mutual funds and exchanged-traded funds [ETFs] designed to help investors sleep...
Read MoreAsset allocation is not dead
A properly diversified portfolio includes cash, fixed-income, equity and real assets By Fiona Collie | December 03, 2012 11:00 Advisors feeling discouraged by investment returns of the past few years shouldn’t be so quick to give up on asset allocation as an investment strategy, according to Dave Paterson, director of research, investment funds, at D.A. Paterson and Associates...
Read MoreFifteen Years of Futility
In these days of instant online trading, 15 years is an inordinately long time horizon. Given the financial industry’s continual message of “stocks for the long run” (defined as at least five years), the Financial Post’s 15-year mutual fund performance numbers make for counterintuitive reading.
Read MoreFinancial gurus pick their favorites for 2012
http://www.canada.com/Financial+gurus+pick+their+favorites+2012/6155722/story.html Dave Paterson (www.paterson-associates. ca), editor of the Mutual Funds/ETFs Update newsletter, anticipates that 2012 is likely to remain volatile. For his two foreign fund picks, he focused on high quality funds that have exhibited lower levels of volatility and that he expects will do well in a volatile...
Read MoreTop fund picks for both the conservative and aggressive
by Shirley Won Globe and Mail Tuesday, February 14, 2012 Investors face mind-boggling choices when considering mutual funds for their nest egg. But these investments can still can offer better options than the puny returns from so-called safe securities like guaranteed investment certificates (GICs) or government bonds held to maturity. With the deadline for registered retirement savings plan...
Read MoreThree top advisors give their top investment picks
Dave Paterson, editor of the Mutual Funds/ETFs Update newsletter, picked two Canadian mutual funds that he believes are good choices for volatile times: the Fidelity Canadian Large Cap Fund and the IA Clarington Canadian Conservative Equity Fund.
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