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Wednesday, April 21, 2010
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Standard Life Global Outlook - Q2 2010
Corporate cashflow is improving as the global economic recovery continues. Central banks are beginning to withdraw their exceptional policy stimulus, but the speed will be slow... Read Standard Life's 2nd Quarter Global Outlook for more information.
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Friday, August 14, 2009
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Standard Life Global Insight
Check out this month's Global Perspective for a closer look at Investment Decisions for 2010: Risk & Opportunities as economies rebalance, as well as, Standard Life's market view.
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Thursday, February 28, 2008
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2008 Federal Budget
Finance Minister Jim Flaherty delivered the Conservative government's third budget on February 26, 2008. Unlike previous budgets where there was something for everybody, this budget ocntained only a few measures of interest. Read More
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Friday, May 04, 2007
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Investor Insight
Ignore e-mail stock promotion. A recent warning in the U.S. also applies to Canada. Read this Investor Insight by Steven G. Kelman.
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Wednesday, June 14, 2006
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Market Insight: Harbour Advisors
"These are times of opportunity for those who are poised to take advantage of it."
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Wednesday, May 31, 2006
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Dealing with Divergences
For a number of years we have made the case for why equity markets outside the United States are likely to outperform the American market as the world comes to terms with huge global trade imbalances. Our simple argument has been that there are a limited number of ways to reduce the U.S. trade deficit. For more, read this month's commentary by William Sterling.
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Monday, November 14, 2005
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Quarterly Investment Newsletter
Dishonest behavior: how can investors protect themselves? Read this newsletter by Standard Life for the full story.
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Thursday, September 29, 2005
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Brandes Perspective - Time to Rebalance
Check out the current Prespective article by Brandes to read about positioning your portfolio for potential long-term outperformance.
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Friday, July 29, 2005
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Analyst: Era of $30 Oil Nearing End
Here is an article by Julie Breaux of Odessa American Online, providing Henry Groppe's views on the future of oil; and natural gas prices and reserves. His advice is not reactionary nor exaggerated, but realistic. Globally, recession is the only risk to a long term continued high energy cost. Question is now - "are we adequately pre-positioned to take advantage of this trend?"
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Monday, June 06, 2005
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Oil Forecasting Legend Paints Dire Energy Picture
Here are some more of Henry Groppe's views on Oil and Energy. In this article, written by David DesLauriers of Resource Investor, Groppe sees energy companies as significantly undervalued, and draws attention to the fact that Canadian drilling is well behind other energy producing countries.
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Sunday, February 13, 2005
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Trimark Select Growth Fund - Year End Commentary
Here is a year-end review by Richard Jenkins, co-manager on the Trimark Select Growth Fund, which addresses three important areas - overall market commentary, fund performance, and the outlook for the future.
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Thursday, January 06, 2005
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Henderson Global Snapshot
Key issues covered in the Global Snapshot for January are: the continued pressure on the US dollar, oil price expectations for 2005, economic growth in China, and global growth expectations for the new year.
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Monday, March 15, 2004
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Talvest News
Check out Talvest's weekly market reviews for Canadian, US, European and Asian markets.
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Monday, March 01, 2004
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Walmart and China
Portfolio managers, strategists and forecasters have had a common theme over the past few months — Wal-Mart and China. These two names are usually related to anti-globalization or the effects on small retailers, but the money men have a different focus: inflation.
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Thursday, January 22, 2004
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Talvest News
(monthly edition)
Find out Talvest's view on the market outlook for Canadian and international fixed income funds, as well as Canadian, US and international equities. Get the fund managers' comments on Talvest's funds. And don't miss the PriceWaterhouseCoopers tax memo on "Deductibility of Interest and Other Expenses: What the New Rules Mean."
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