Investing

The Value of Financial Advice

by Bev Moir on May 13, 2013

From the 2012 Directors’ Report to Shareholders, Power Corporation of Canada Most people who invest know and appreciate the benefits of working with a financial advisor. In repeated surveys since 2006, the Investment Funds Institute of Canada has found approximately 85 per cent of mutual fund investors prefer to invest through an advisor, and rate [...]

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Dow Jones Industrial Average 1900-Present

by Bev Moir on September 18, 2012

Dow Jones Industrial Average 1900-Present, Log Scale Monthly Providing over 100 years of stock market history, the above chart (click to enlarge) illustrates the amazing consistency of market ups – bull markets – and downs – consolidations and bear markets. Currently we’re in a period of consolidation that began in 2000 and likely will extend [...]

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Video link of Scotia Capital Strategist Vincent Delisle’s 2011 Outlook presentation

by Bev Moir on January 19, 2011

On Monday, January 10, 2011, Scotia Capital Portfolio Strategist Vincent Delisle gave a special “Squawk Box” presentation of his outlook for 2011. Attached is a video link that will allow you to view the full presentation. After clicking on the link below, you will be requested to register by clicking the “Login” tab. Simply enter [...]

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Scotiabank found that the average Canadian plans to retire at age 61, with half planning to retire before 65, up from 43% in 2008.

by Bev Moir on February 8, 2010

About 73% of Canadians in the Scotiabank survey said the recession hadn’t affected retirement plans. The number of Canadians who don’t fully plan to retire has dropped by half to 5% in 2009 from 10% in 2008, it found. “To achieve their retirement goals, Canadian investors need to ensure they have a balanced portfolio,” said [...]

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10 Themes for 2010

by Bev Moir on January 12, 2010

A Quick Recap of our 2009 Strategy Although global markets were falling into the abyss a year ago, we adopted a glass-half-full strategy for 2009, as we felt markets were pricing apocalyptic scenarios. With risk premia near record highs, the equity risk reward outlook was indeed very compelling a year ago. Getting confidence from our [...]

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Investment Insights

by Bev Moir on September 29, 2009

The Rosedale Branch Fall 2009 Newsletter Inside: Market Outlook Although the global economic news flow continues to improve, the equity market’s reaction was muted in August. Performances ranged from 4 % in the U.S. to 1.7% in Canada to –16% in China. Nonetheless, the S&P 500 is up 11.9% since the start of Q3. Scotia [...]

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Why You Want To Own Canada

by Bev Moir on September 8, 2009

Daily Edge Portfolio Strategy Comment by Vincent Delisle, CFA Event ■ Executive summary of our report entitled “Why You Want to Own Canada”. Implications ■ This report is a sequel to a theme piece entitled ” Foreign Exposure Rising: Impacts on Canadian Equity Strategy ” published in April 2007. ■ This updated edition will focus [...]

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Putting your October statement into perspective

by Bev Moir on November 11, 2008

Dear Valued Clients, Most of you are aware that September and October were extremely difficult months for stock markets (for the U.S. market, October 2008 was the worst month in over 20 years) – this will be reflected in the statement you’ll be receiving shortly. A common question as I talk with clients is: “What [...]

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