Investments

Analyst’s Report: RBC Canadian Dividend

Following the departures of John Varao and Shane Jones in April 2007, RBC Asset Management named Stuart Kedwell and Doug Raymond as the co-managers of RBC Canadian Dividend in August 2007. While the transition of the fund to new management has been fairly smooth, we are concerned with the turnover within the firm’s Canadian equity […]

By Bhavna Hinduja |August 1, 2008

3 min read

To Clients: Portfolio Rebalancing

(August 2008)Show clients that you’re proactive about their investment portfolio by sending them this customizable template letter. Dear [client name], When we first developed your investment portfolio, we determined that the following asset mix best reflected your risk tolerance and time horizon. Today, your portfolio looks like this: While equity market gains are obviously a […]

By Staff |July 31, 2008

2 min read

Bond markets improve thanks to credit crisis

(August 2008) The fixed-income portion of any portfolio is supposed to provide stability, guarding capital against short-term volatility. But what happens when that volatility originates in the credit markets? That’s what happened in the summer of 2007, when America’s sub-prime mortgage problems first blew up, and quickly graduated to full-blown credit crisis. Corporate bond valuations […]

By Steven Lamb |July 31, 2008

6 min read

Commodities on a bumpy, but profitable road

Canadian investors have lucked out in many ways, because the domestic stock market is heavily weighted in producers of arguably the three most sought-after commodities — energy, gold and fertilizer. Physical resource prices have reached record highs, meaning investors could get burned if they try to time the market, but investment managers still see stock […]

By Mark Noble |July 30, 2008

6 min read