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INVESTMENTS - INVESTMENT VIEWS

The State of Buybacks

Investment Views, Investments

I’ve seen a fair bit of news about swelling buybacks in the market, some condemning them as “financial engineering”, others praising the return of ever-piling cash on corporate balance sheets. Recently, I saw a Bloomberg article claim this is one of the most important factors in the market. I couldn’t disagree more.

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A Typical Day in the Markets

Investment Views, Investments

5:49am Did I miss my alarm? Where's my iPhone? How do the futures look? Wow. S&P up 10 points. Quite a reversal from last night. Wonder what turned it around? I think I can sneak in another few minutes of sleep before the alarm goes off.

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Funds that everyone can love

Investment Views, Investments

I had the pleasure of attending the Fundata FundGrade® A+ Awards where two funds managed by Empire Life Investments, Empire Life Emblem Conservative Portfolio1 and Empire Life Elite Balanced Fund2, were winners. I'm especially proud because as a product developer for Empire Life Investments Inc., I helped launch those two funds, so it was gratifying to see "my babies" all grown up and recognized as best in class. What mom doesn't love to see her kids get A+ grades?

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Looking for Mr. Goodbar

Investment Views, Investments

Those of us who remember the 1970's may recall the movie "Looking For Mr. Goodbar". A very young Diane Keaton starred as a bar-hopping single searching for Mr. Right. The current single life is not for her. She wants something new to happen. She eventually gets killed. Literally.

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Swiss Surprise!

Investment Views, Investments

When we think of Switzerland, a few things instantly come to mind – chocolates, watches, the Alps, and Swiss Banks among other things. One thing that doesn’t is surprises, and that is exactly what we got last week. The Swiss National Bank (SNB) decided to abruptly end more than a three-year peg with the Euro. The peg was initiated in 2011 with the big Swiss exporters in mind but maintaining the peg in the face of likely game changing monetary policy initiatives by the European Central Bank probably seemed too risky.

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Thoughts on Central Banks’ Recent Actions

Investment Views, Investments

Spring has not sprung, but central banks sure have sprung into action at home and abroad. Bank of Canada (BoC) sprung a surprise on us by cutting the overnight rate by 25bps and the European Central Bank (ECB) initiated a much-anticipated quantitative easing program.

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Duration in the Stock Market

Investment Views, Investments

Participants in the bond market spend a lot of time calculating something called “duration”, which is simply the sensitivity of the price of a bond to changes in interest rates. As an income producing asset class, stocks, just like bonds, have duration. What intrigues me is how little people talk about it in those terms.

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