tfSep17

Posted September 22, 2017

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tfAug17

Posted August 22, 2017

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tfJul17

Posted July 20, 2017

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tfJun17

Posted June 20, 2017

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tfMay17

Posted May 20, 2017

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tfMar17

Posted April 3, 2017

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tfMar17

Posted March 20, 2017

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tfFeb17

Posted February 20, 2017

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tfJan17

Posted January 20, 2017

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tfDec17

Posted December 20, 2016

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tfnov16

Posted November 20, 2016

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tfoct16

Posted October 20, 2016

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tfsept16

Posted September 20, 2016

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tfaug16

Posted August 20, 2016

Download the PDF:2016-08-Top-Funds-Report   Second Half Starts Strong Markets rally back nicely in July. Many markets flirt with record highs? After a rocky June, the second half of 2016 started strong, with global equity markets ending the month …

tfjuly16

Posted July 20, 2016

Download the PDF:2016-07-Top-Funds-Report Britain Votes to Leave EU Market reaction swift and severe in days following. A month later, calmer heads prevail? Unless you?ve been living in a cave, you?ve probably heard by now that residents in the UK vote …

tfjun16

Posted June 20, 2016

PDF version: 2016-06-Top-Funds-Report Fed Stands Pat. Markets Worry over Brexit Worries over interest rates and fallout over potential Brexit increases volatility levels? As the June 23 vote on Britain?s future with the European Union approaches, inves …

tfMay16

Posted May 20, 2016

Download the PDF:2016-05-Top-Funds-Report U.S. Fed May Move Rates in June Inflation worries more troubling than the prospect of lower global growth… Earlier this week, the U.S. Federal Reserve Board released the minutes from their late April policy m …

tfApr16

Posted April 20, 2016

Download the PDF:2016-04-Top-Funds-Report   Second Quarter Starts Strong With energy and commodities on the rebound, global markets rally off February bottoms? After a rough start to the year, it looks like the global equity markets have found som …

tfMar16

Posted March 20, 2016

Markets Rally Higher on Oil Energy looks to find some stability. Potential for more volatility remains? Canadian equity markets have been on the rebound since mid-January. On January 20, the S&P/TSX Composite closed at 11,843.11, and since then has …

tfFeb2016

Posted February 20, 2016

Rocky Start to 2016 Volatility remains high and markets on a wild ride, testing investor patience As much as 2015 was a tough year for investors, the first few weeks of 2016 have been even more challenging. Equity markets have been hit hard, selling of …

tfJan16

Posted January 20, 2016

2015 was a Year to Forget Volatility returned with a vengeance, dampening investor confidence? 2015 was one of the more challenging years in recent memory. It had a little bit of everything for investors, but perhaps the most impactful was the return o …

tfDec15

Posted December 20, 2015

Fed Moves on Rates Zero interest rate era is over with quarter point increase in rates? After months of speculation, the U.S. Federal Reserve Board increased interest rates by a quarter point, ending practically seven years of near zero rates. Initial …

tfNov15

Posted November 20, 2015

Equities Rebound in October Expecting volatility in bonds as December Fed meeting approaches? After five consecutive months of negative returns, Canadian stocks bounced back, posting a modest 2.0% gain in October. Other global equity markets followed s …

tfOct15

Posted October 20, 2015

Volatile Third Quarter end with losses Volatility expected to remain high in near term? The ugliness and volatility that started in the summer continued through September, as most major indices finished in negative territory. The MSCI EAFE Index droppe …

tfSept15

Posted September 20, 2015

Fed Stands Pat on Rates Global uncertainty causes Fed to keep rates on hold… Going into the third quarter, many had expected that the U.S. Federal Reserve would begin hiking interest rates starting at their September meeting. All signs supported this …

tfAug15

Posted August 20, 2015

Lower Dollar Boosts Global Equity Gains Dollar continues its slide on lower rates and cloudy outlook on oil? Unless you held Chinese equities or Canadian small caps, July turned out better than many had expected. Most major indices finished in positive …

tfJuly15

Posted July 20, 2015

Bank of Canada Cuts Rates Economic data remains weak. Further cuts remain on the table? With the Canadian economy continuing to struggle, Bank of Canada Governor Stephen Poloz cut the Bank’s key overnight lending rate by 0.25% to 0.50% on July 15. Furt …

tfJune15

Posted June 20, 2015

Investment Markets Mixed in May Canadian equities under pressure from weaker commodities May was a mixed month in the equity markets, with U.S. equities rising, while Canadian, European and Asian markets finished lower in U.S. dollar terms. However, wi …

tfMay15

Posted May 20, 2015

Investment Markets Mixed in May With bounce in energy and improving economy, Canadian yields moved higher. April was a mixed month, with Canadian bonds lower, and equities generally higher. The bond market faced pressure as yields moved higher on two f …

Top Funds April 2015

Posted April 20, 2015

Oil Hits Canadian Economy GDP growth turns negative in January. Believed to be a precursor to dismal Q1 numbers. With oil continuing to struggle, the impact is starting to be felt across the entire Canadian economy. Earlier this month, Statistics Canad …

tfMar15

Posted March 20, 2015

Markets Cheer ECB QE Plan Commitment to buy $68 billion a month spurs global equity gains After a mixed January, February saw markets bounce back nicely, led higher by Europe. The MSCI Europe Index gained 6.3% as investors eagerly awaited the start of …

tfFeb15

Posted February 20, 2015

Bank of Canada Shocks Markets Surprise 25 basis point cut surprises everyone. More cuts expected Last month, Bank of Canada governor Stephen Poloz shocked everyone by cutting its key overnight lending rate by 25 basis points. In a statement, Mr. Poloz …

tfJan2015

Posted January 20, 2015

Market Volatility Spooks Investors Many looking for best way to preserve capital while still earn modest returns Recently, I was having a conversation with an advisor friend, and the topic of the current market environment came up. He, like many invest …

tfDec2014

Posted December 22, 2014

Energy sinks Canadian equities Volatility returns with a vengeance, as oil price plummet sinks equities, boosts bonds. The past few months have certainly helped make 2014 a very interesting year. We saw the markets hit fresh highs amid some of the lowe …

tfNov2014

Posted November 20, 2014

Markets Bumpy Ride Continues in October Despite volatility sanity returns in second half of the month. In September, the long awaited market correction began, continuing well into the first half of October. Between September 1 and October 15, the S …

tfoct2014

Posted October 20, 2014

The Beginning of the End?… Funds You Asked For – Dynamic Advantage Bond, PH&N Total Return Bond, RBC Global Corporate Bond, Templeton Global Bond, CI Cambridge Canadian Equity, Franklin U.S. Rising Dividends Fund, Mackenzie Ivy Foreign Equity, Renaissance Optimal Growth & Income Portfolio, Steadyhand Equity Fund, Fidelity Global Disciplined Equity Fund, Mawer U.S. Equity Fund… October’s Top Funds: Norrep Short Term Income Fund, PH&N High Yield Bond Fund, Franklin Bissett Microcap Fund, TD Health Sciences Fund.

tfsep2014

Posted September 20, 2014

Markets Higher in August… World Money Show… Funds You Asked For… September’s Top Funds

tfaug2014

Posted August 20, 2014

Markets Mixed in July… Funds You Asked For… August’s Top Funds

tfjuly2014

Posted July 20, 2014

Investors Rewarded with Strong Gains… Funds You Asked For… July’s Top Funds