Hedge funds outperformed stocks and bonds on a risk-adjusted basis in 2016, producing net gains of about US$120 billion net of fees, estimates the Alternative Investment Management Association (AIMA) and data provider Preqin. Read: Hedge funds gained in December Risk-adjusted outperformance is highly valued in investments since it reflects volatility as well as net returns. […]
Just in time for RRSP season, many investors will receive new information about the fees they pay for investments and advice, courtesy of CRM2 fee disclosure regulations. In preparation, the British Columbia Securities Commission launched its Take a Look campaign last October, intended to encourage investors to pay attention to the fees they pay. According […]
Mackenzie Investments is launching an emerging markets ETF and a mutual fund, both in partnership with TOBAM, an asset manager and index provider. The ETF and mutual fund give investors access to regional options with the potential to reduce risk concentration and market bias, and improve risk-adjusted returns in emerging markets securities, the firm says. […]
Uncertainty. Volatility. Wait and see. We’ve heard these words over and over from pundits and forecasters.
Mackenzie Investments has made five products eligible for registered disability savings plans. Read: Tips for helping families with disability planning As of today, these funds are eligible for RDSP accounts: Mackenzie Canadian Growth Fund Mackenzie Canadian Growth Balanced Fund Mackenzie Ivy Canadian Balanced Fund Mackenzie Ivy Global Balanced Fund Mackenzie US Growth Class Read: Get […]
IA Clarington has launched the IA Clarington Inhance Bond SRI Fund, which is being touted as fossil-fuel-free. The fixed-income fund invests primarily in a diversified selection of government and corporate debt securities, as well as preferred shares. The fund will be sub-advised by Vancity Investment Management Ltd. and led by portfolio manager Jeffrey Lew, alongside […]
Why you should take your energy gains now.
It was a great time to be invested in Canada.
Fresh off a $5-billion bid for insurer Allied World earlier this week, Fairfax Financial is now investing $150 million into a Calgary-based investment company, Mosaic Capital Corporation. Fairfax has agreed to subscribe for $100 million worth of 6% senior preferred securities and $50 million worth of 5% seven-year term secured debentures. It’s also subscribing to […]
U.S. bond manager PIMCO has identified “radical uncertainty” and “new neutral” interest rates as keys to its 2017 investment strategy. Market players, such as Bridgewater Associates’ Ray Dalio, have suggested Donald’s Trump’s U.S. election victory has ignited “animal spirits” and could spur a virtuous cycle of market confidence and productive capital. But since the U.S. […]