In a previous note titled “Canada continues to be in a low interest rate environment” we suggested convertible debentures as a possible alternative that can provide higher short to medium term yields. For a complete definition, there is an article on wikipedia.org that goes into some detail. For the purpose of this discussion, we will highlight some of...
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Convertible debentures: a fixed income alternative
Focus on dynamic asset allocation
In a previous note, we introduced strategic and tactical asset allocation (SAA and TAA). They both face challenges for investors and planners alike. In this note we’ll introduce dynamic asset allocation (DAA). To start with, here is an excerpt from an article on Investopedia.com...
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The Canadian dollar: correlation to US markets
There is no shortage of comments concerning the Canadian currency and what the right level it should settle at. However, there is no question that there is a very good correlation between the Canadian dollar and the US stock market as the chart below...
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Canada continues to be in a low interest rate environment
Today, the Bank of Canada elected to keep the overnight rate at .25%. The economy remains weak and the strength in the Canadian dollar is another concern for the bank. Interest...
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Highlighting Manulife Financial (MFC)
Manulife financial (MFC) has underperformed the Canadian market since 2007. The company however, have been receiving positive press from managers such as John Zechner and Paul Gardner. Mr. Zechner...
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The recovery in Bombardier continues (BBD.b)
As the market tries to consolidate the latests gains, it is important to recognize the names that show strength in this phase. There were only 32 new 52 week...
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