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By Dan Hallett, CFA, CFP In the Globe and Mail recently, Shirley Won screened for the best and the worst among U.S. equity funds for the decade through November 30, 2010. A couple of funds on the list struck me as worthy of further comment, which point to the need to dig beneath the numbers. The first step in … Clare O’Hara of Investment Executive did a recent interview with Gary Brent and Mark Barnicutt of HighView Financial Group. The January 2011 article focuses on HighView’s services for Advisory Firms. To view this article, please click here. By Mark Barnicutt, MBA, FCSI, CFA Overview: The past few years in the asset management business have been very interesting. Compared to much of the 1990s and first 1/2 decade of the 21st century, investors of all types are now very sensitive to the various global economic risks that now exist; this has been evidenced by the increased volatility of … By Dan Hallett, CFA, CFP In an April 2010 post, I wrote of the challenges advisors face when using ETFs as the product solution for constructing client portfolios. In the May 2010 issue of Investment Executive, I turned around and touched on advisors’ potential sources of value-added with respect to ETF portfolios. By Dan Hallett, CFA, CFP There is an interesting dichotomy at play today in retail investment circles. Individual (i.e. retail) investors are clamouring for bonds and bond funds since the wounds from the 2007-09 bear market remain fresh while bonds have been a haven. Financial advisors – already an equity oriented contingent – are increasingly buying … By Dan Hallett, CFA, CFP In the December issue of Investment Executive, I wrote about synthetic bond funds. I couldn’t mention them by name in that article, but I used a couple of new Franklin Templeton synthetic bond funds to illustrate that not all new products of this type are worthwhile. The two funds referred … By Dan Hallett, CFA, CFP Various media ran an article today proclaiming that investors are more confident in 2010 compared to a year ago. While I always scratch my head at such articles, I can also understand that investors feel better when the investments they’re buying rise in price. But unlike with retail goods, investors don’t …   ----------------------- |
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