Top Funds Report – March 2014
Download the PDF Version of This Report Despite February Gains, Outlook Uncertain Tension between Russia and the West, and conflicting central banks cloud near term forecast.. While markets were strong in February, the near term outlook does not look quite as favourable. There are a number of troubling situations that have been capturing investor attention of late. They include: Russian...
Read MoreTop Funds Report – February 2014
Download the PDF Version of This Report Equities Mixed as Bonds Rally Higher Uncertainty around emerging markets and strength of economy weighs on sentiment. January was a bumpy ride for investors with global equity markets mixed. In Canada, a strong rebound from the gold sector helped the S&P/TSX Composite Index gain 0.82% for the month. Global markets didn’t fare quite as well, as the...
Read MoreTop Funds Report – January 2014
Download the PDF Version of This Report The Best of 2013 With 2013 now just a memory, let’s take a look at the highlights of the year that was. Health Care Equity In the past two years, healthcare has risen by more than 80%. While there are a number of reasons to remain positive on the sector, the recent run-up causes me some concern and I would expect that we will likely see some...
Read MoreTop Funds Report – December 2013
Download the PDF Version of this Report Global markets continue their march higher Investors remain optimistic amid improving economic data. Global equity markets rallied higher for the third month in a row, with the U.S. leading the way with a broad based rally. The S&P 500 gained more than 3% in U.S. dollar terms on an improving global economy. Factor in a weakening Canadian dollar and the...
Read MoreTop Funds Report – November 2013
Download the PDF Version of this Report Global Markets Rally Higher Investors rejoice despite government shutdown and tapering fears Historically, October has been one of the most volatile months for equity markets, and this year looked to be no different. The stage was set as continuing uncertainty over the prospect of the U.S. Federal Reserve slowing the pace of its bond buying program weighed...
Read MoreTop Funds Report – October 2013
Download the PDF Version of this Report Last minute deal averts U.S. default Deal does little more than push problems back into the New Year. On Thursday, U.S. president Barack Obama signed a deal passed by Congress to reopen the government and raise the debt ceiling. Without this deal, it was a very real possibility that the U.S. would default on its debt, which could have caused a financial...
Read More