Sentences with phrase «canadian equity investor»

A Canadian equity investor can safely substitute the large - cap XIU with the broad - market XIC and expect very similar performance.

These are good times to be a Canadian equity investor.

Not exact matches

Investors who were underweight on the Canadian market because of negative outlooks on the Canadian dollar, oil and other commodities are returning, says Lesley Marks, senior vice-president and chief investment officer, Fundamental Canadian Equities, at BMO Asset Management.

So Lee - Chin's plan to «democratize private equity» will exclude the great majority of Canadian investors who lack the necessary wealth.

Wiseman cautioned that the CPPIB — despite its large size in Canadian terms — competes against much bigger investors in the global market such as private equity funds, sovereign wealth funds and other public pension plans that are also on the hunt for similar types of investments.

Investors in five of Concrete's Calgary - area office buildings and strip malls worth some $ 110 million, by contrast, were successful in wresting control from Concrete Equities, as detailed in a Canadian Business feature story from 2012.

In the June 13 issue of Canadian Business, I wrote about how investors can play defense with their equity allocation.

Are Canadian investors in for another lean year in domestic equity and fixed income markets?

The strength of the Canadian loonie, which recently hit three - year highs, and continues to climb, has been a drag for many investors who bought into U.S. and international equities during the past few years.

Last year's poor showing by Canadian equities, combined with the Euro - zone crisis saw panicked investors flock to the safety of quality bonds.

Morningstar Investment Conference MarketCounsel Summit The Evidence - Based Investing Conference Inside ETFs IMN Global Indexing and ETF Conference Harvard University Columbia University University of North Carolina G.A.M.E. Forum (Quinnipiac University) Stocktoberfest ETF Bootcamp Tiburon CEO Summit The Big Picture Conference Citywire Berlin Conference New York Society of Securities Analysts (NYSSA) The CFA Society of Chicago Thomson Reuters Online Financial Services Symposium Bloomberg News HQ The World Resource Investment Conference Agriculture 2.0 Conference ETF.com Global Macro Conference NYU Lindzonpalooza Financial Planners Association of Philadelphia / Tri-State CB Insights Future of Fintech CFA Institute: National Wealth Management Conference Bloomberg Equity Forum Twitter New York City HQ Colorado Financial Planners Association Canadian Investor Relations Institute Securities Traders Association of New York (STANY) MarketWatch: Defend Yourself TD Ameritrade National LINC Advisors Conference

«The energy sector posted stronger returns in September due to a rebound in oil prices which helped lift Canadian equities, while the bond market slipped into negative territory after strong Canadian economic growth led the Bank of Canada to raise interest rates for the first time in seven years,» said James Rausch, Head of Client Coverage, Canada, RBC Investor & Treasury Services.

About RBC > Media Newsroom > News Releases > Rebounding Canadian equities drive Canadian pension returns higher in third quarter: RBC Investor & Treasury Services

It's not all doom and gloom for Canadian stocks / Financial Post «It has been a tough run for Canadian investors, especially those who have stayed closer to home when it comes to their equity portfolios.

As the VIX increases, investors get nervous, pushing them to sell equities in favour of bonds and the Canadian dollar in favour of the greenback.

This new solution invests primarily in equity securities of U.S. small - cap companies that offer exposure to niche areas of the market, aiming to provide high growth potential and diversification benefits for Canadian investors.

He points to a number of other actors impacting Canadian investors» willingness to participate in equity crowdfunding.

2015.04.30 RBC Investor & Treasury Services Quarterly Survey: Global equities drive pension returns in Q1 During a quarter that featured falling oil prices, a Bank of Canada rate cut and uneven global economic data, Canadian pension plans generated positive returns for the seventh consecutive quarter...

2014.01.21 RBC Investor & Treasury Services Survey: Canadian pensions end on a strong note in 2013 Canadian pension plans posted solid gains in 2013 as global equity markets continued to surge during the fourth quarter,...

2016.11.03 Canadian pensions deliver second consecutive quarter of positive returns in Q3: RBC Investor & Treasury Services Global and Canadian equities continue to generate solid returns...

2016.05.05 Uneven Markets Challenge Canadian Pensions in Q1: RBC Investor & Treasury Services Canadian equities rebound to mitigate declines by global counterparts...

Entrepreneurs can also conduct equity crowdfunding campaigns in Canada relying on other exemptions from the prospectus and registration requirements of Canadian securities laws such as the accredited investor exemption, and offering memorandum exemption (both exemptions available across Canada).

Kirk Falconer PE Hub — IPO (Canada) Jeld - Wen Holding Inc (NYSE: JELD) has priced a secondary offering of 12.5 million shares at US$ 33.75 per unit for certain investors, including Canadian private equity firm Onex Corp..

On May 14th, everything changed, as six Canadian provinces endorsed equity crowdfunding by implementing rules that make it easier for early stage companies to raise capital and opening up the opportunity for the ordinary investor to participate alongside seasoned investors in private capital deals.

CVCA announces Calgary as host city for 2018 annual conference Calgary, Alberta to host Canada's premier private capital conference June 5 - 8, 2018 Montreal, QC — June 7, 2017 — The Canadian Venture Capital and Private Equity Association (CVCA) today was thrilled to announce Calgary, Alberta as the host city for its 2018 annual conference — the country's premier event for venture capital and private equity investors and stakeholders Equity Association (CVCA) today was thrilled to announce Calgary, Alberta as the host city for its 2018 annual conference — the country's premier event for venture capital and private equity investors and stakeholders equity investors and stakeholders alike.

«Strong equity gains domestically and a weaker Canadian dollar helped boost foreign holdings, but lower long - term bond yields will have increased most plan liabilities,» said Scott MacDonald, managing director, Pensions for RBC Investor & Treasury Services.

The panel discussed debt and equity crowdfunding in the Canadian capital markets; as well as capital formation, regulatory issues, investor protection and social welfare.

* According to a Franklin Templeton Global Investment Survey concluded in March 2015, 47 per cent of Canadian investors believe they will get the best equity returns in the U.S. stock market, compared to 24 per cent in 2014.

According to a survey by the International Monetary Fund in 2012, Canadian investors held about 59 % of their equities in domestic stocks.

My own bias for most DIY investors is a simple four security portfolio — a Canadian equity ETF, a U.S. equity ETF, an international equity ETF and a bond ETF.

Are Canadian investors in for another lean year in domestic equity and fixed income markets?

Bottom line: We believe it makes sense for Canadian dollar based investors to retain currency exposure in non-domestic developed market and emerging market equity holdings.

We find that Canadian investors benefit from retaining currency risk in international equities, as foreign currency acts a natural diversifier that can reduce overall volatility

Let's say an investor allocates equal amounts to Canadian, US, and international equity index funds, and that she contributes $ 1,000 a month to her account.

If you're an index investor using ETFs, I recommend going for true global diversification in the equity portion of your portfolio with 1/3 Canadian, 1/3 U.S. and 1/3 international stocks, the allocation for our Global Couch Potato portfolio.

It seems likely that the ETF is aimed primarily at American investors who want exposure to our equity markets, but Canadian individuals and business with significant US cash holdings may find it useful.

Case in point: the Investors Canadian Equity fund, with its 2.7 % MER (plus deferred sales charge) and its bottom - decile performance, has $ 2.34 billion in assets.

Bottom line: XMD is an extremely useful fund that probably should be more widely used by investors, especially those with large portfolios who are willing to divide their Canadian equity holdings among two funds.

Investors seem to be falling out of love with currency hedging, which causes a long - term drag on returns for Canadians who invest in US equities, and ETF providers are responding.

In my opinion, VXUS is now the best international equity ETF on the market, and the only one most Canadian investors will ever need.

These new passive ETFs include fixed income and equity solutions designed to help investors capture the performance of broad - based Canadian fixed income and Canadian, U.S. and international markets.

Another consideration for Canadian investors is that the correlation between Canadian and emerging markets stocks is higher than between Canadian and U.S. equities, said Mark Yamada, president of PUR Investing Inc..

Back when the Canadian dollar was trading roughly at par with the U.S. dollar (and briefly above it), it was a great opportunity for Canadian investors to diversify outside of the Canadian equity market to buy world - class U.S. stocks in sectors underrepresented in Canada: technology, health care, pharmaceuticals, consumer staples and the like.

For many institutional investors, one of the most convenient and often inexpensive ways to gain exposure to the Canadian equity market is via S&P / TSX 60 futures contracts.

Canadian investors who want to passively track our equity markets through ETFs have two choices — the iShares CDN Large Cap 60 Index Fund (XIU) or the iShares CDN Capped Composite Index Fund (XIC).

The reverse has been true, however, for Canadian dollar - based investors: exposure to global equities in their local currencies has resulted in higher volatility — not less — than the same exposure held in Canadian dollars.

On a more structural basis, Canadian investors may have a higher bar for considering a foreign currency hedge in their global equity book, since the volatility dampening properties of the loonie typically have been beneficial — a stark contrast to the U.S. dollar which has tended to amplify risk.

While global equities are historically more volatile for U.S. dollar investors than in local currency terms, the Canadian dollar's procyclical nature has provided an almost natural hedge that would have faded if foreign currency exposure had been hedged (see the chart below).

Canadian institutional investors are increasingly using exchange - traded funds (ETFs) for strategic asset allocations, and are leading the world in the innovative application of ETFs to realize their investment strategies - even beyond equities - according to the Greenwich Associates 2015 Canadian Exchange - Traded Funds study.

The empirical evidence is powerful and any investor in Canadian equities should consider a dividend strategy for a portion of Canadian equity investment when trying to build a diversified portfolio.