Archive for the ‘Industry Changes + Trends’ Category

The final chapter to the series of articles I’ve written this year on high-payout investments funds features leveraging.  Over the past few years, I have been contacted by several individual investors and financial advisors about strategies...

This week the Globe and Mail’s John Heinzl took another run at a favourite fund of mine – BMO Monthly Income.  It’s not my favourite fund for investment but rather a favourite to write about.  In his recent article, Heinzl points...

The mutual fund industry seems to be under the microscope on a regular basis.  That’s partly a function of its size.  But, to be fair, it’s also because the industry has earned criticism for its commission structures, high fees and...

Charles Ellis recently wrote an article in the August 2011 Issue of the Financial Analysts Journal titled, “The Winner’s Game“. In this article, Ellis does a great job of outlining the key issues that face the global investment...

Last night, I had an opportunity, along with some of my business partners, to watch an advanced Canadian screening of the documentary, ‘Chasing Madoff’. I’ll disclose upfront that I know personally one of the...

Neither I nor our firm makes high level calls on the economy.  We refrain from peering into our crystal ball in part because the best time to invest is often when the economic news and data are seemingly at their worst.  But that doesn’t...

The Globe & Mail’s Rob Carrick recently wrote about the lessons learned from those investments that lost the most in calendar 2008.  One of his most important points is in the very first sentence where he wrote,  “Never buy an...

In this morning’s Globe & Mail, Shirley Won has an article on portfolio manager Noah Blackstein.  While yours truly is quoted in this piece, I mention it here because the article touches on a topic that I’ve been mulling for some...

A new regulatory initiative – i.e. Mutual Fund Point of Sale – was launched this year in an attempt to better inform investors about the investment funds in which they invest.  The key feature of this Point of Sale initiative was to...