SPOTLIGHT: Cross-Border Trusts
Under Tax Microscope
PROFILE: Pierre Karl Péladeau's Star Académie
Pierre Karl Péladeau, the young and dynamic CEO of Quebecor (QBR.B-T),
has done the near-impossible — made convergence work. Read about how this
philosopher-CEO overcame the "PKP discount", awakened to the appeal of
Québécois pop culture, and achieved success at cost-slashing and
MARKET OUTLOOK: Is The Early
Cyclical Bull Market Over?
TSX Benchmark Seen As Due For Correction
Read why a senior VP at Canaccord Capital says Canada's benchmark
S&P/TSX composite index could be due for a correction of 5 to 7 per cent.
Market Caution Advised
Here's a technical-analysis-based critique of current markets that
says risk exceeds upside. Read why this analyst says consolidation may
precede any further rise.
FUND MANAGER OUTLOOK: Fund
Managers' Strategies and Plans
Fund Managers See Economic Recovery
Results of a monthly Merrill Lynch survey demonstrate money managers
are in an upbeat mood: they say equities remain fairly valued and prospects
for global economic recovery are solid. Read their returns expectations for
the next 12 months.
AGF Manager Eyes Big Changes
With award-winning fund manager Keith Graham's move from AIM Trimark
to AGF, some funds at his new employer are being revamped. They're shifting
focus to 'real value' investing, an approach that requires asking a specific
set of analytical questions.
Manager Sticks To S&P 500 Target as Index Draws Near
The head of U.S. equity research at RBC Asset Management says his
team is resisting market pressure to boost their fourth-quarter S&P 500
target. Yes, the US economy is improving more quickly than expected, but
they point to "areas of concern" that curb their enthusiasm.
SECTOR UPDATE: Opportunity
Seen in Precious Metals, The Far East, Nortel
The Great Call of China
High expected economic growth, high geopolitical risk — that's
China in a nutshell for Western investors. New China-related products are
opening the East to your clients.
Precious Metals Funds are Golden
Precious metals, the big-surprise winners of '02, enjoyed a recent
advance on gold's August price rise. Read the details on how "excessive
global money creation" kicked off this rally.
- Nortel Target Raised
The recent announcement of a deal with a French mobile phone company
has Desjardins' analyst calling Nortel not just a buy, but a "top pick".