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ADVISOR FOCUS - a newsletter from globeadvisor.com
17 December 2003

Current Issue | Subscribe to Advisor Focus | Back Issues


SPOTLIGHT: Diversified Income Funds

New Funds Mix Assets in Bid for Higher Income

"There are times when mutual funds really make sense," writes columnist Rob Carrick.

"Like, for instance, when they mix varying combinations of dividend stocks, income trusts, preferred shares and bonds in a product that several firms are calling diversified income funds."

One key benefit is diversification. Certain income-producing assets standing alone can be volatile, but when these assets are bundled together under professional management, they can produce a low volatility fund with payouts ranging from three per cent to nine per cent.

  • Fund Managers See Strong Returns
    Your outlook for equity markets will determine whether you agree with the bullish results of Merrill Lynch's monthly global fund manager survey or view it as a contrarian indictor.
     
    Seventy-one per cent of the institutional investors surveyed expect global equity markets will be higher a year from now. That is the most positive reading on that question since March. Read Angela Barnes's report.

INDUSTRY FOCUS: IPOs, IP NOs,

  • The Few, the Proud, the GMP Stockbrokers?
    In going public, the company formerly known as Griffiths McBurney & Partners revealed plans to expand, devoting new capital to merchant banking and building a national network of up to 100 stockbrokers in the next few years. These expansion plans have been the subject of intense conversation on the Street. Read Andrew Willis's column to see what history reveals.
     
  • Fund Firm Realizes it's Not a Good Time to be Launching an IPO
    The fact that Clarington Corp. has postponed its IPO is telling. With the Ontario Securities Commission taking a long look at the way mutual funds are sold in this country, there's not many scenarios that point to mutual fund companies being worth more in a few weeks, or months, than they are right now. Read Andrew Willis' full report.
     
  • IFIC Defends Canada's Mutual Fund Industry
    Canada's fund industry is structurally different from the U.S., according to IFIC. For instance, said IFIC head Thomas Hockin, 90 per cent of mutual fund trades south of the border are done through "omnibus accounts," where brokers or other third parties batch orders from a number of investors. This practice is not widespread in Canada. Read Andrew Willis' full report.

CEO PROFILES:
Cott's button-down executive, ONEX's Gerry Schwartz

  • CEO of the Year: Cott Corp.'s Frank Weise
    "Not exactly charismatic -- just awfully good at fixing courses and reaching destinations -- Weise, 59, arrived at Cott in June, 1998," writes Michael Posner. "Chiselling away unnecessary stone, returning to the core sculpture," Weise engineered initiatives critical to the company's impressive turnaround.
     
  • Onex's Gerry Schwartz: Has he lost his groove?
    The outlook for Onex Corp., Gerry Schwartz's storied holding company, is unimpressive. Here's a quote from the article:
     
    "Everything has gone wrong," sniffs a well-known investment analyst, pleading for anonymity lest Gerry send out the detectives. "They're having a midlife crisis internally."

PERSONAL FINANCE: A Unique Stocking Stuffer

  • Stocking Stuffers for Your Favourite CEO
    Here's a top ten list of the 10 best reads in the business book section this year, as compiled by Harvey Schachter. The list includes Trading Up and Why The Bottom Line Isn't!