Toronto-based Caldwell Mutual Funds has ended its relationship with New York-based Strategy Asset Managers, which had been providing investment advice for Caldwell Balanced Fund and Caldwell America Fund. Caldwell Investment Management Ltd. will take responsibility for managing the funds.
The funds accounted for at least US$350 billion in global net asset value in 2023
Demographics, tech advancements expected to drive growth in the sector
Geopolitical tensions, concerns over weak returns fuel shift away from the world’s second-largest economy
Some institutional investors are leading the move toward greater transparency
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods
Exchange seeks change to dark trading price improvement rules, feedback on unintentional crosses
A look at the status of selected tax proposals from the Trudeau government
Ginette Petitpas-Taylor named president of the Treasury Board, Élisabeth Brière becomes national revenue minister