Socially Responsible Investing Report – March 2013
With environmental and human rights concerns 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 March 2013...
Read MoreWRAP Funds Report – March 2013
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 MoreInvestment Fund Ranking Report – March 2013
Each month, we analyze nearly 1500 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. You can download our March 2013 Investment Fund Ranking Report here.
Read MoreCundill Recovery Fund
Q – What is your opinion of the Cundill Recovery Fund? A – The timing of this question couldn’t be better, given that elsewhere in this edition we highlighted the new IA Clarington Sarbit Activist Opportunities Class. This fund is in a similar space in that it has the mandate to invest in companies that are undergoing some sort of recovery situation such as reorganization,...
Read MoreProtecting Against Rising Rates
Floating rate notes can help cushion the impact There is no doubt that bonds have had an unprecedented run over the past 30 years or so, as falling interest rates drove bond prices higher, rewarding investors with outsized returns along the way. Returns have moderated of late, with the majority of central banks keeping short-term interest rates on hold. Recent bond returns have been more in line...
Read More2013 Budget Impact
Flaherty cracks down on Income Conversion and LSIFs On March 20, Finance Minister Jim Flaherty delivered the 2013 Federal budget. By most accounts, it is described as a “modest budget” in that it contains very little in the way of new spending initiatives and keeps the government on track to eliminate the $26 billion deficit over the next two years. For investors, there were a few changes that...
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