SPOTLIGHT: Fixed Income Alternatives
Real Return Bonds
The expectation of rising interest rates over the past couple of years
has generated interest in real return bonds (RRBs). Dan Hallett thinks it's too
little too late.
The Rise of RRBs
More fund companies are deciding they want to get into real return bond funds.
Dynamic is the latest one to make a move, bringing to six the number of real
return bond funds available to investors. Gordon Pape has some advice.
Log in to globeadvisor.com and click for
Real Return Bond fund report
the Fine Print on Rising-Rate GICs
Let us now return to those golden interest rates of yesteryear, when a
conservative investor could buy an 8-per-cent GIC and then coast in comfort.
Rates have edged to as little as 3.15 per cent today. Rob Carrick advises what
to look out for.
INVESTING: Contrarians vs
Anti-Contrarians; Portfolio Pruning; Balancing Act
Investing: Do the Opposite
Advisors and investors may be weary of buying investments from a class
with already negative performance, but thatís the better time to build
long-term exposure. Dan Hallett explains.
Stick to Buy and Hold
While contrarian investing can work with individual stocks, it's a fool's
game with funds. Rob Carrick says stick to the tried and true.
Pruning Your Portfolio
It's good to be diversified, but too much diversification can
choke the life out of your retirement savings. Dale Jackson keeps the
Couple Strive to Meet Two Sets of Goals
A Toronto couple face a common problem -- how to balance their present needs
with what they'll require in the future. Together they net $86,000 a year.
Andrew Allentuck explores their options.
Will Energy Trusts Lose Their Steam?
Energy trusts have never been more popular, driven by eager investors
coveting juicy distributions supported by ever-higher commodity prices. But
some argue that paying out large amounts of cash from a depleting asset base
is a recipe for disaster. Dave Ebner looks at both sides.
RULES AND REGULATIONS:
Corporate Governance; Joy Riding
Poll: IR Pros Favour National Securities Regulator
New regulations and corporate governance issues are having by far the
biggest impact on Canadian businesses, according to a new survey of investor
relations professionals. The Ipsos-Reid poll also found tremendous support
for creation of a national securities regulator. Dave Ebner has the story.
New Rules Mean No Rest For Investor Relations Executives
Income Trusts: Cap Fought on Foreign Ownership
The Finance Minister has proposed that at least half of the fair market
value of an income trust must be controlled by Canadian residents to avoid
''tax leakage,'' where generous distributions from domestic assets go to
Americans or other foreigners. The income trust sector disagrees. Dave Ebner
examines the issues.
Market Timing: Fund Firms Joy Riding
So a few traders at a few mutual fund companies may have been involved in
market timing - no big deal, right? Wrong. Dale Jackson has the real story.
PERSONAL TAXATION: Renting Out US
Canadian Residents Face Tax on U.S. Rental Income
Q: We would like to purchase a condo in Florida to spend our winters
down south, and rent it out in the summer. What are the Canadian and U.S.
tax implications? A: Read Tim Cestnick's analysis.