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Sep 22, 2017
Since North American markets bottomed on March 9, 2009, following the global financial crisis, the S&P 500 Index in the U.S. has gained more than 260% (as of mid-July 2017). Over the same period, the Canadian market has claimed less than half of that advance.
Sep 20, 2017
While the recent depreciation of the U.S. dollar has made it less costly to travel in the U.S., it may also have had an adverse effect on portfolios with U.S. investments. Hedging a portfolio’s exposure to the U.S. dollar can help reduce the impact of currency fluctuations.
Jul 24, 2017
Investors have different views – some may choose to buy shares of a company while at the same time others may choose to sell. While demand and supply determine a stock price in real time, the long-term value of a company is driven by its earnings and cash flows.
Jul 12, 2017
The active investment management industry has mostly focused its resources on generating alpha – returns above market performance – but it is important to actively manage all the variables that affect an investor’s total return.
Apr 26, 2017
The excitement fuelled by U.S. President Donald Trump may have eased somewhat, but many market indicators imply that investor optimism persists. By many measures, investors are as fearless as they have been in about a decade.
Mar 28, 2017
Since the election of Donald Trump as U.S. president on November 8, 2016, U.S. stock markets, as measured by the S&P 500 Composite Index, have had 47 positive days and only 28 negative days. Of the 28 negative days, the downside has been less than 1%. This low level of volatility is unusual.
Feb 23, 2017
Those hoping for constructive action on U.S. President Donald Trump’s pro-growth policies and less action on his protectionist ones have been disappointed. However, as long as democracy and free markets remain in place to foster technological growth and productivity enhancements, the U.S. will...