Markets articles

Want to know how risky your portfolio is? How it performed in 2018 will give you a good idea

Want to know how risky your portfolio is? How it performed in 2018 will give you a good idea

The Canadian Securities Administrators (CSA) require that investment dealers and counsellors show clients their portfolio returns and fees paid in an annual report.Brent Lewin/Bloomberg Your year-end investment statement will be hitting the mailbox any day now. You’ll also be receiving important supplementary information. The Canadian Securities Administrators (CSA) require that investment dealers and counsellors show

Moguls or slopestyle: What kind of portfolio do you have?

Freestyle skiers at Lake Placid, New York. Skiing, like investing, involves an assessment of risks. This past weekend I got some great exposure to the freestyle skiing scene while taking in my son’s first competition in the sport. I have to admit that it is quite exciting to watch, especially the high-flying tricks in the two

A half-dozen companies to watch in IPO-land this year

Lyft and Uber are waiting for their IPO submissions to be approved.Gene J. Puskar / AP Silicon Valley’s most valuable unicorns are moving toward the public markets this year, despite recent months’ stock market turmoil and the ongoing U.S. government shutdown. Which ones will make a grand entrance, which will languish and which will stay

Jana Partners liquidates two hedge funds, to focus only on activism

Jana Partners founder Barry Rosenstein.Andrew Harrer/Bloomberg NEW YORK — Jana Partners LLC, founded by Barry Rosenstein, is shutting down two stock-picking hedge funds following losses and will focus instead on its main strategy of investing in a handful of companies and pushing management to improve their performance. The New York-based firm, which managed US$11 billion

John Bogle dies at 89; fought for lower fees for investors

In this Tuesday, May 20, 2008, file photo, John Bogle, founder of The Vanguard Group, talks during an interview with The Associated Press, in New York. Vanguard announced Wednesday, Jan. 16, 2019, that John C. "Jack" Bogle has died at the age of 89.Mark Lennihan / AP VALLEY FORGE, Pa. — When he lost his

Netflix’s bet on new programming failing to take hold

Shares of Netflix dropped after market close on news it had missed analysts' subscriber targets.Associated Press file photo Netflix Inc. shares slipped in late trading after fourth-quarter revenue came in below Wall Street estimates, a sign an explosion of new programming failed to hook enough viewers. The streaming giant posted revenue of US$4.19 billion in

Firm that crushed competition on investment returns last year wants to start one of Canada’s biggest hedge funds

Waypoint Investment Partners generated a 6.2 per cent return in its segregated accounts in 2018 by investing in companies that pay fat dividends, then using those payouts to buy options to bet on market volatility.Brent Lewin/Bloomberg A Canadian investment firm that crushed the returns of its peers last year is looking to raise $500 million

Newmont-Goldcorp deal may finally bring legitimacy back to gold sector — but expect volatility along the way

Newmont Mining Corp. and Goldcorp Inc. of Vancouver have agreed to combine their gold companies in a deal worth about US$10 billion.Postmedia A US$10 billion mega-deal to merge two of the world’s premier gold companies may bring legitimacy and, with it, investors back to the largely depressed sector in Canada, experts say. On Monday, Colorado-based

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