"All you need is love" is probably not what Beatle Paul McCartney hummed after his $50-million divorce from Heather Mills in 2008. In hindsight, he also needed a prenuptial agreement.
Recent oil price volatility has raised concerns about managing portfolio risk, particularly when oil and Energy occupies a significant weighting on the TSX 60 and Composite -approximately 27%.
The debate over whether currency is a stand-alone asset class — or a quick ticket to a loss — is understandably complicated. Between 2002 and 2007, currency exhibited low correlation with equity. As a result, the argument for currency as a stand-alone asset class — or at the very least an alternative asset class — was strong.
Kenneth Tsang, director, vice-president and investment advisor at RBC Dominion Securities in Toronto, has been advising the Chinese community for over three decades now. During this period, he’s seen a change in the mindset and education level of new immigrants. Compared to immigrants in the 1980s and 1990s, he says, the newer generations are better […]
Is RIM a broken growth stock? Should Magna be dropped like a sack of potatoes for its bad corporate governance? And what’s a value manager doing with gold? These are some of the questions the panelists on the “Focus on Stocks: Weighing in on the Winners” session answered. Giving their views on stock picks in […]
It’s a known fact that over the long term very few active investment products have been able to outperform their benchmarks. Don’t believe me? Here are some stats from the SPIVA (Standard & Poor’s Indices Versus Active Funds) report. The report found, for year-end 2009, five-year period, only 7.4% of actively managed Canadian Equity funds […]
It’s a known fact that over the long term very few active investment products have been able to outperform their benchmarks. Don’t believe me? Here are some stats from the SPIVA (Standard & Poor’s Indices Versus Active Funds) report. The report found, for year-end 2009, five-year period, only 7.4% of actively managed Canadian Equity funds […]
An entrepreneurial spirit and a desire for work-life balance drew Terri Szego from a career in mining engineering to be an investment advisor and associate portfolio manager at BMO. She took an interest in business at a young age and made the decision to go into mining engineering, noting financial outcomes are a driver of […]
In 2009 Canada finally caught up with many of the OECD (Organization for Economic Co-operation and Development) countries’ use of tax-preferred accounts to stimulate domestic savings. The U.S. introduced the Roth Individual Savings Plan (Roth IRA) in 1997 and the U.K. debuted the Individual Savings Plan (ISA) in 1998—the product that’s most similar to our […]
In 2009 Canada finally caught up with many of the OECD (Organization for Economic Co-operation and Development) countries’ use of tax-preferred accounts to stimulate domestic savings. The U.S. introduced the Roth Individual Savings Plan (Roth IRA) in 1997 and the U.K. debuted the Individual Savings Plan (ISA) in 1998—the product that’s most similar to our […]