HighView Blog

Covered-call funds haven’t delivered the goods

By Dan Hallett on September 7th, 2012

Covered-call writing is an investment strategy that promises significantly lower risk with little or no give-up in return potential.  But I argued in a recent post that the odds were fundamentally against investors realizing this potential since I...

Covered-call strategy offers no free lunch

By Dan Hallett on July 24th, 2012

Extra-lean bond yields are prompting investors to reach for yield with corporate, high yield and emerging markets bonds.  Their appetite for stocks is meagre overall but investors still hunger for those that regularly spit out cash –...

Webinar: ETF Portfolio Construction

By Dan Hallett on June 25th, 2012

Last week, I spoke about constructing portfolios using exchange-traded funds (ETFs) to a group made up mostly of financial advisors.  Investment Executive hosted the June 19 webinar and they archived the entire presentation and question period on...

Desperately seeking income

By Dan Hallett on June 21st, 2012

The Globe and Mail recently reported that Michael Lee-Chin was planning a return to the retail investment industry.  He has spoken specifically about his desire to bring institutional private equity exposure to retail investors in Canada. ...

A balanced portfolio’s expected returns

By Dan Hallett on June 11th, 2012

I recently provided the Globe & Mail’s Rob Carrick with my long-term expectations for investment returns and inflation over the next decade.   With the exception of a couple of outliers – one bull, one bear – I admit to...

Facebook IPO separates investors from speculators

By Dan Hallett on May 23rd, 2012

Like many, I have been watching the Facebook public market debut and post-IPO activity with great interest.  While watching from the sidelines I came across an article regarding regulatory inquiries about what went wrong with the overhyped IPO....

Star manager start-ups – due diligence considerations

By Dan Hallett on April 29th, 2012

Some retail mutual fund companies are traditional money management firms that have a single guiding investment philosophy driving the management of all client portfolios – and the in-house firm is the only manager of the funds on offer. ...

Stewarding The Family Foundation

By Mark Barnicutt on April 6th, 2012

According to various estimates, there are currently approximately 28,000 households in Canada with investable assets in excess of $10 Million.  Although these households represent a very small portion of the total households in Canada (<1%), we...

High Impact Philanthropy You Can Experience

By Mark Barnicutt on April 4th, 2012

OVERVIEW: Philanthropy – or the giving of one’s time and/or money to the betterment of human welfare and advancement – is a thriving and growing element of Canadian society.  Given our experiences in the Canadian wealth management...

One-Trick Product Ponies

By Mark Barnicutt on April 2nd, 2012

THE EVOLUTION OF WEALTH MANAGEMENT CHOICE: Over the past twenty-five years, the proliferation of wealth management product has been unprecedented especially across both the investment management and life insurance segments. The benefit for the end...

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