Home Newspaper Mid-January 2010

Mid-January 2010

Comment & Insight

The mayor of Canada’s oldest city wants to attract a new breed of entrepreneur

Harper’s single-minded quest for a majority is driving budget strategy

While Canada took one on the chin at the climate change conference in Copenhagen late last year, there was no sign of a pause in…

January finds Newfoundland celebrating its other natural resource: The creative impulse

Investment research

Apple, RIM and recent entrant Google are set to see revenue and stocks soar as consumers purchase the popular products

Put/call parity lays the foundation for defining equivalent options strategies

The most price-efficient way to buy RRBs for your clients is through mutual funds or ETFs

Focus on Products

Document goals in an IPS and diversify investments properly

Some fund managers are positive, but others are hedging their bets by lightening up on equities

Building Your Business

Japan bounces back from downturn with a strong third quarter, while new government charts course

With subdued economic growth and low interest rates, bond returns are thin at short end of the curve

Improving company balance sheets will help provide yields higher than those of government issues

Rising demand for natural resources and consumer goods will fuel expansion

Money managers say even modest economic growth could create a strong rebound in some European equities

Money managers see a bright future for Asian markets, where global fluctuations matter less as consumer spending increases

Tim Hortons, Thomson Reuters are among picks for 2010; money managers are bullish on industrials, wary of telecoms

IT, health care and consumer goods are among the sectors favoured by analysts for the year ahead

Opportunities abound as government stimulus, the growing middle class and domestic consumption fuel China’s economy

But several factors exist that may result in declines to the prices of key commodities

Changes to capital adequacy requirements, compensation and ways of dealing with major bank failures are at the top of the list

For Canadians, a major question is whether high resources prices will keep pushing the loonie upward vs other currencies

Don’t expect a repeat of last year’s dramatic rise in Canadian bank stocks, money managers say; growth will be slow but steady

But global money managers are unsure of what will happen in the year ahead

Investors seek healthy balance sheets

News

Beware of thorny privacy issues

There’s little agreement among industry participants about policing the pools

Two decisions from the Tax Court of Canada appear to limit the effect of the CRA’s own interpretation bulletin (IE:TV)

Even though domestic banks performed relatively well during the recession, they will also get punished

Long-time B.C. advisor Rusty Goepel steers the Olympic train in the home stretch

Latest deal deepens existing links between credit unions and insurance provider

The acquisition adds $1.5 billion in assets under administration and about 300 advisors and support staff to Peak’s growing team

The new ETF portfolios are designed help investors structure their portfolios according to goals and risk tolerance — for a price