Investment Fund Ranking Report – December 2018
Each month, we analyze nearly 2500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe based on a number of key risk / reward metrics. You can download our December 2018 Investment Fund Ranking Report here.
Read MoreNovember 2018 Model Portfolio Review
Despite global equity markets ending the month mostly higher, the volatility that too center stage in September and October was also very much in play in November. For example, the S&P 500 rose by more than 2%, yet the intra month swings were very pronounced. Peak to trough, the index fell more than 6.4% in the month. With worries over high rates, Brexit and trade wars front and center, markets struggled in the first three weeks of the month. That seemed to change as investor sentiment shifted in the last few days of the month as the U.S. and China appeared to have negotiated a temporary truce on trade, moving markets higher.
Read MoreWRAP Funds Report – November 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...
Read MoreSocially Responsible Investing Report – November 2018
With environmental, sustainability, and governance factors becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the...
Read MoreInvestment Fund Ranking Report – November 2018
Each month, we analyze nearly 2500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe based on a number of key risk / reward metrics. You can download our November 2018 Investment Fund Ranking Report here.
Read MoreETF 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.
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