2013 Preview – Our best fund ideas
North American equities expected to outpace global equity and fixed income. Looking ahead, we are cautiously optimistic for the New Year. We expect that we will see modest economic growth in North America and the emerging markets, and we believe that inflation will remain well contained. The U.S. Federal Reserve has also pledged to keep interest rates on hold for the year. Under this scenario,...
Read MoreGenerating cash flow in a low yield environment
T-Series Funds allow investors to generate cash flow without sacrificing quality With interest rates expected to remain at or near the current levels, many investors looking to generate income for their portfolios are once again in a very difficult position. Traditional safe haven investments such as GICs and other fixed income products are offering very little in the way of yield. This means...
Read MoreUsing fund distributions to create cash flow
Identifying high quality funds that offer decent income With most GICs paying less than 2% interest and many fixed income investments expected to return low single digits for the coming year, income seeking investors need to look elsewhere to find any form of meaningful cash flow from their investments. Finding a high quality fund that pays out a decent cash flow without significantly eroding...
Read MoreReaders Question – Fidelity Canadian Disciplined Equity Fund
Q – What is your opinion of the Fidelity Canadian Disciplined Equity Fund? A – This is kind of a neat little fund. It is designed to replicate the sector weightings of the S&P/TSX Composite Index, yet at the same time allowing the managers to use active stock selection to add additional return for investors. Despite its resemblance to the index from a sector point of view, it is much...
Read More2013 Mutual Fund and ETFs Update Publication Dates
January 9 February 6 March 6 April 3 May 8 June 5 July 10 August 7 September 4 October 2 November 6 December 4
Read MoreETF recommended list review
Fiscal cliff could result in more volatility. No major changes to recommended list. Historically, it has been the autumn months which have been the most volatile for investors, with September and October having the reputations of being particularly harsh. Fortunately this year, most of the volatility that was expected failed to materialize, resulting in a decent quarter for the global markets....
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