Fourth Quarter 2013 Review

Canadian Equity Canadian stocks were up 7.3% over the quarter, to finish the year with a 13.0% return. The materials sector, which lagged the S&P/TSX Composite throughout 2013, was the only sector to post a negative return during the quarter. Gains were led by the Industrials, health care, and financials sectors. Small-cap stocks slightly underperformed...

Third Quarter 2013 Review

Canadian Equity Canadian stocks were up 6.2% over the quarter, returning year-to-date gains into positive territory and outperforming the broad global index. The interest-sensitive utilities sector continued to be weighed down as a result of rising bond yields and was the only sector with a negative return. The materials sector continued its struggle by...

Second Quarter 2013 Review

Canadian Equity Canadian stocks were down 4.1% over the quarter, erasing year-to-date gains. The decline came in June due to weak performances from the materials, telecom services, technology and utilities sectors. Utilities, an interest-sensitive sector, was hurt as a result of rising bond yields, while telecom was pressured by the threat of increased...

The decline of active management

Ryan takes a look at managers through an active share lens to classify managers into different styles of active management. He then combines active share with tracking error (discussed in the previous article) to determine the true style of investment funds. This article was first published in Benefits Canada. Follow this link. http://www.benefitscanada.com...

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