Top Funds Report – February 2016
. Download a PDF Copy of this report . . Rocky Start to 2016 Volatility remains high and markets on a wild ride, testing investor patience… As much as 2015 was a tough year for investors, the first few weeks of 2016 have been even more challenging. Equity markets have been hit hard, selling off sharply, and in recent days, bouncing off lows to recover some of the drawdowns. The S&P/TSX...
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 – December 2015
Download a PDF Copy of this report Fed Moves on Rates Zero interest rate era is over with quarter point increase in rates… After months of speculation, the U.S. Federal Reserve Board increased interest rates by a quarter point, ending practically seven years of near zero rates. Initial market reaction was positive, with North American indices rallying sharply higher after...
Read MoreTop Funds Report – November 2015
. Download a PDF copy of this report . . Equities Rebound in October Expecting volatility in bonds as December Fed meeting approaches… After five consecutive months of negative returns, Canadian stocks bounced back, posting a modest 2.0% gain in October. Other global equity markets followed suit, with the S&P 500 gaining 6.3% in Canadian dollar terms, while the MSCI EAFE Index...
Read MoreTop Funds Report – October 2015
. Download a PDF copy of this report . Volatile Third Quarter end with losses Volatility expected to remain high in near term… The ugliness and volatility that started in the summer continued through September, as most major indices finished in negative territory. The MSCI EAFE Index dropped by 5% in U.S. dollar terms, as weakness in Japan and Europe weighed. The S&P 500 lost 2.5%,...
Read MoreTop Funds Report – September 2015
. Download a PDF copy of this report . Fed Stands Pat on Rates Global uncertainty causes Fed to keep rates on hold… Going into the third quarter, many had expected that the U.S. Federal Reserve would begin hiking interest rates starting at their September meeting. All signs supported this view – the jobs picture is progressing nicely, consumer spending is on the rebound, and other...
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