Top Funds Report – January 2017
In the days since his inauguration, he has taken aim at a number of policies, including the formal withdrawal from the Trans-Pacific Partnership trade deal, and continues to talk about tearing up NAFTA. Other talk and actions have a very protectionist, “America First” tone, of which the markets, at least for now seem to approve. This month, I highlight some of the best and worst performers from 2016…
Read MoreTop Funds Report – December 2016
Download a PDF Copy of this report Equity Markets Surprise with strong 2016 Outlook for 2017 more challenging with new President and likely Fed moves… To say that 2016 was an interesting year, would be a bit of an understatement. It was a year that gave us Brexit, the death of a number of beloved celebrities, the election of a celebrity President in the U.S., a hike in U.S....
Read MoreTop Funds Report – January 2016
Download a PDF Copy of this report 2015 was a Year to Forget Volatility returned with a vengeance, dampening investor confidence… 2015 was one of the more challenging years in recent memory. It had a little bit of everything for investors, but perhaps the most impactful was the return of extreme market volatility. Global equity markets were largely flat in U.S. dollar terms. The S&P...
Read MoreTop Funds Report – June 2015
. Download a PDF copy of this report – Investment Markets Mixed in May Canadian equities under pressure from weaker commodities May was a mixed month in the equity markets, with U.S. equities rising, while Canadian, European and Asian markets finished lower in U.S. dollar terms. However, with the Canadian dollar continuing its slide against the greenback, investors in unhedged investments...
Read MoreNew Fund Rating System Launched in 2015
When I first started providing a rating on mutual funds back in 2002, I developed a formula that considered a number of key performance and risk metrics. It looked at absolute return, relative return, volatility and relative volatility. It also took into account the length of track record of a fund when determining the rating for a fund. It seemed to work very well over the years, but its...
Read MoreTop Funds Report – October 2014
Download the PDF Version of this report The Beginning of the End? Volatility returns with a vengeance leaving many asking if this is a repeat of 2008 Historically, September and October have been the cruelest months for investors, and this year is no exception. Between September 1 and October 15, the S&P/TSX Composite dropped by 12%, the MSCI EAFE plunged by nearly 15%, and the...
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