Westwood Emerging Markets Fund
The emerging markets space has been a tough slog for many of late, and this fund is no exception. For the year ending March 31, it was down 12%, lagging both the index and much of its competition. It has been managed by a team headed up by Patricia Perez-Coutts since August 2012. You may recall Ms. Perez-Coutts had tremendous success previously at AGF. Unfortunately, a repeat of this success has...
Read MoreTrimark Canadian Endeavour Fund
Like its global counterpart, this fund invests in a concentrated portfolio of companies of any size. The big difference, apart from a different management team is while the global fund has a true go anywhere mandate, this offering must invest no less than 51% in Canada. Like other Trimark branded funds, the managers look for well managed companies, generating strong levels of free cash flow, and...
Read MoreRBC QUBE Low Volatility Global Equity
Low volatility funds have become quite popular of late, as many look for ways to protect their nest eggs from the market. Despite less than three years of track record, this RBC offering has shown a lot of promise. Managed by a team headed up by Bill Tilford, the investment process is very quant focused that looks to minimize the fluctuations of the portfolio while maximizing risk adjusted...
Read MoreRBC QUBE Low Volatility Canadian Equity
Low volatility funds have become quite popular of late, as many look for ways to protect their nest eggs from the market. While there isn’t a lot of track record on many of these funds, this RBC offering has shown a lot of promise. Managed by a team headed up by Bill Tilford, the investment process is very quant focused that looks to minimize the fluctuations of the portfolio while still...
Read MoreBMO Short Corporate Bond Index ETF
The bond market continues to be a challenging place for investors. Coming into 2016, it was near certainty that the Federal Reserve would be moving rates higher several times over the year. However, it now appears that there is only a modest probability that we will see much in the way of increase rates. Closer to home, odds are we may see the Bank of Canada move lower before moving higher. In...
Read MoreiShares Gold Bullion ETF (TSX: CGL)
Gold has been on a bit of a tear since early December, jumping more than 18%. Much of this gain has come from investors’ lack of faith in the ability of central banks around the world to get the global economy growing in a meaningful way. With negative interest rates becoming a possibility to a larger number of countries, investors are starting to look for places to park some of their excess...
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