Industry

Equity funds surge in October

Canadian mutual fund investors chalked up another strong month in October, at least in their equity exposures, according to data compiled by Morningstar Canada. All eyes were on the U.S. Federal Reserve, which is expected to introduce a second round of quantitative easing on November 3. The expectation of additional stimulus drove global markets higher. […]

By Steven Lamb |November 2, 2010

2 min read

Briefly: “Arrow Hedge rebrands funds” and more news

Arrow Hedge Partners is rebranding its funds and fund families in an effort to better showcase the range and specific makeup of its products. The changes include new fund names that will highlight the portfolio management firm running the funds. To that end, most of the 14 single-manager fund names have been simplified by removing […]

By Staff |November 2, 2010

7 min read

Ignore U.S. election ‘buy’ signal

It seems too good to be true, and it is. This, in short, sums up the industry experts’ response to the recent media reports linking the U.S. election cycle to rallies in stock markets promising pay dirt. Calling it the “best formula going” these reports claim “shares usually fall or drift during the first half […]

By Vikram Barhat |November 1, 2010

3 min read

This year’s IAFP case study

In September, members of the Institute of Advanced Financial Planning met in Banff, Alberta to consider its annual case study. This year’s case study involved a client everyone could identify with.

By Steven Lamb |November 1, 2010

7 min read