The Industry

In The News
  • BlackRock’s Koesterich: The geekiest (and most important) number nobody is discussing July 24, 2017 - Black Rock’s Russ Koestrich provides some perspective on the historical trend of the correlation between stocks and bonds, and why investors should always consider this metric when setting their asset allocation. Russ explains why investors should pay more attention to the stock-bond correlation coefficient and understand its impact on investment portfolios. History since the turn of the millennium has been Continue Reading
  • Inglis – the Longevity challenge … March 23, 2017 - We are living longer. Advances in health care, improvements in diet and enhanced fitness programs have contributed to increased life expectancy, with the current life expectancy in Canada at 81.24 years. It is projected to rise further. According to TD, men born in 1931 have a 2.5% chance of reaching 100 and women 5.1%.  Fast forward 30 years to those Continue Reading
  • Inglis – Beware Buying High Selling low … and hitting repeat over and over… February 17, 2017 - The average investor underperforms virtually all other traditional asset classes, even when inflation increases are included. J.P. Morgan, comparing 20-year annualized returns by asset class, found the average investor rings in at 2.1% compared to the S&P 500 Index at 8.2%.  This underperformance is largely attributed to behavioral finance, when emotions influence investment decisions. Fortunately, a disciplined approach to investing Continue Reading
  • FP – Outlook 2017: What’s in store for ETFs in the New Year January 8, 2017 - Despite volatility in markets around the world, 2016 turned out to be another big year for the Canadian ETF industry, with billions of dollars of inflows and a bevy of new market participants. Here’s a look at some key trends to keep an eye on in 2017. Growth Assets under management in the ETF space have enjoyed a compound growth Continue Reading
  • DV Tech Talk – For Wednesday, Jan 4th, 2017 January 4, 2017 - Observations Brexit has been great for U.K. stocks and related indices. The London FTSE Index broke to an all-time high yesterday. Higher precious metal prices prompted the S&P/TSX 60 Index to close just below its all-time high yesterday.   StockTwits Released Yesterday S&P 500 Index averaged a gain of 0.9% in January, positive 56% of the time past 50 periods Continue Reading
  • DV Tech Talk – For Friday, Dec 30th, 2016 December 30, 2016 - The quiet day yesterday is expected to extend to today. By Noon, volume on North American equity exchanges prior to the long weekend will evaporate. Gold and gold equities were the highlight yesterday thanks to mild weakness in the U.S. Dollar Index.   StockTwits Released Yesterday @EquityClock Cdn. gold producers moving above intermediate resistance: $ABX.CA $G.CA $SMF.CA TSX Gold iShares Continue Reading
  • DV Tech Talk – for Thursday, Dec 29th, 2016 December 29, 2016 - U.S. equity index futures were mixed this morning. S&P 500 futures were up 1 point in pre-opening trade. U.S. equity index futures were unchanged following release of the Weekly Jobless Claims report at 8:30 AM EST. Consensus was a drop to 263,000 from 275,000 last week. Actual was 265,000. Biogen (BIIB $288.00)) is expected to open higher after Raymond James Continue Reading
  • DV Tech Talk – for Wednesday, Dec 28, 2016 December 28, 2016 - U.S. equity index futures were higher this morning. S&P 500 futures are up 5 points in pre-opening trade. Bank of New York Mellon added $0.52 to $48.25 after Raymond James upgraded the stock to Strong Buy from Outperform. Amazon.com gained $3.80 after Evercore selected the stock as its top pick for 2017. Boeing slipped $0.48 to $157.00 after Delta Air Continue Reading
  • FP – What the Donald Trump rally means for bond ETFs December 18, 2016 - We may well have entered a new regime, featuring a combination of fiscal stimulus and hotter-than-normal inflation. In that scenario — bonds, and by extension bond ETFs could remain under pressure for some time.
  • DV Tech Talk for Tuesday, December 6th, 2016 December 6, 2016 - Observations Several surprises yesterday! Selected precious metal stocks moved higher despite weakness in gold prices. European equity markets were strong despite the Italian referendum. Commodity prices (notably grain and base metal prices) moved higher in response to continuing weakness in the U.S. Dollar Index Fertilizer stocks and mines & metal stocks responded accordingly.   Mr. Vialoux on BNN’s Berman’s Call Continue Reading