Archive for the ‘Industry Changes + Trends’ Category

As an analyst, I receive a ton of marketing material from mutual fund companies. In my opinion, much of it is just plain fluff and not worth more than a skim. Just a couple of days ago, I received a memo from Clarington Funds regarding their...

A recent series of articles in this space spoke about tax smart investing and the trend toward tax-managed funds in the US. One uniquely Canadian trend, which wasn’t mentioned in that series, has picked up steam over the past year and is worthy of...

I’m not one for bold predictions but over the past year, it was tough to ignore the urge to call for the “tech bubble’s” inevitable burst. I made my first formal recommendation to lighten up on tech stocks back in mid-September and...