Investments

Bear market rally or the start of an equities recovery?

(September 8, 2008) Equity markets in North America have staged a significant rally this morning following the U.S. government’s move over the weekend to take over beleaguered mortgage lenders Freddie Mac and Fannie Mae. While Fannie and Freddie have seen its share prices collapse and Sovereign Bancorp, a significant holder in Freddie Mac, has dropped […]

By Colin Cieszynski, CMC Markets |September 8, 2008

3 min read

Active managers continue to underperform

(September 2008) Thanks to quarter-to-quarter volatility, active managers, once again, failed to beat the benchmark in Q2. Standard & Poor’s Indices Versus Active (SPIVA) Funds Scorecard reports that just 31.2% of Canadian equity active fund managers outperformed the S&P/TSX Composite Index. While that might seem low, compared to long-term numbers, that result is actually pretty […]

By Bryan Borzykowski |September 3, 2008

2 min read

Where the money is not

It’s a money trail that leads from Nassau to Montreal and Minnesota – a trail of tears said to have evaporated $1.5 billion or more in investor money and shareholder assets. And it all started with a secret $4 million offshore investment. Whether there’s any money left for investors to claim – beyond a paltry […]

By Scot Blythe |September 1, 2008

12 min read

The right mix

Developing the right asset mix for your client can be tricky business. Advisors have to determine their clients’ risk tolerance, closely watch the markets, and there’s the not-so-small matter of making money. So what’s an advisor to do when clients’ portfolios are more volatile than an active volcano? Nothing. “I focus on the plans we […]

By Bryan Borzykowski |September 1, 2008

5 min read