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ADVISOR FOCUS - a newsletter from
30 May 2003

Current Issue | Subscribe to Advisor Focus | Back Issues

 PENSIONS UPDATE: Could a Shortfall Impact Your Clients?
  • What the Pension Shortfall Could Mean To You
    No matter how bad things got in the stock market, writes personal finance columnist Rob Carrick, many of your clients never had to worry much about their retirement savings if they had a good company pension plan. Now, it's time to start worrying. Hundreds of corporate pension funds are now underfunded, to the tune of $225 billion.
  • Private Equity Investment Could Boost Pension Funds, Study Finds
    Canada's domestic market for venture capital funds and other private equity is underdeveloped, but growing. A recent study notes that private equity markets have outperformed stocks and bonds, and may offer a practical option for pension funds to consider to try to improve overall performance. Read Andrew Willis's report.
  • Demographic Trends: Aging Population Has Implications
    Investment analyst Dan Hallett, CFA, discusses the implications of an aging population on pension assets and real estate, and explores how the economy and governments might act and react in the face of shifting demographics.

INDUSTRY NEWS: The Mathematics of Optimism

STOCKS: Will the Market Continue to Climb or Fizzle?

  • Negatives Seen Outweighing Hopes For Big Summer Rally
    Market strategists caution not to expect radical moves in equity markets this summer. Carolyn Leitch reports that "summer doldrums" may hold down the upside as North American markets drift through the summer months.

    Seasonal Investing Pays Off For Prof
    This York University economics professor finds that adjusting his portfolio according to the season is a profitable strategy and says his research backs it up. He shares his best and worst moves, plus his compelling argument that choosing assets according to the season adds value. Read the details that may surprise you about seasonal investing.