Fiduciary Trust Canada

On Investing - RoundTables

See what's contributing to your portfolio results with Fiduciary Trust Company of Canada topics such as the inner life of bonds, what to expect from equities, actively managing risk, allocating assets, and behavioural finance. Read what RoundTable participants from around the world are saying about issues important to investors. Discover emerging trends.

• New Consumers, New Ideas
• Stephen H. Dover, Lisa F. Myers, Nancy J. Grant
• April
• 2013
• From green tea Oreos in China to Asian Paints in India, get a fresh view of the long-term rising consumption theme. See what portfolio managers are saying about today's opportunities.

• The Dividends of Rising Popularity
• Donald Taylor, Les Stelmach, Nancy Grant
• Winter
• 2012
• Dividend-paying stocks are hot. See what Canadian and U.S. portfolio managers are saying about opportunities and the price of growing popularity.

• In China Today
• Donald F. Reed, Andrew C. W. Sleeman, Nancy J. Grant
• Fall
• 2012
• China writes its next chapter, roundtable participants share their views on investing in China now.

• See the Other Sides of Europe
• J. Mark Mobius, Martin Cobb, Nancy J. Grant
• Summer
• 2012
• In this quarter's roundtable on Europe, moderator Nancy Grant and Templeton portfolio managers Mark Mobius and Martin Cobb shed light on the region's current turbulence and the opportunities emerging from what may be a period of maximum pessimism.

• Wading into US Markets
• Frank Felicelli, Philippe Brugère-Trélat, Nancy J. Grant
• Spring
• 2012
• Is it time to plunge back into the stormy waters of US investments? Managing director Frank Felicelli, portfolio manager Philippe Brugère-Trélat and consultant Nancy Grant share their views in this lively RoundTable discussion.

• Welcome to the Director's Seat
• Thomas E. Junkin, Angela Maitland, Nancy J. Grant
• Winter
• 2012
• Investing as a director requires a very long-term view and an even more objective, analytical approach. Fiduciary Trust Canada's Thomas Junkin, Senior Vice President, and Angela Maitland, Portfolio Manager, join Nancy Grant, Consultant to Fiduciary Trust Canada, to talk about the unique characteristics of investing on behalf of a not-for-profit organization and how to begin managing the squeeze of competing priorities.

• Which Way?
• Roland Chalupka, Frank M. Felicelli, Nancy J. Grant
• Winter
• 2011
• How do you preserve and grow capital in markets that are adrift? RoundTable participants Roland Chalupka, Chief Investment Officer, Discretionary Management, Fiduciary Trust Canada; Frank Felicelli, Chief Investment Officer, Franklin Portfolio Advisors; and Nancy Grant, Consultant to Fiduciary Trust Canada, share their thoughts on navigating through today's markets.

• Resources for the Times
• Donald F. Reed, Garey J. Aitken, Nancy J. Grant
• Fall
• 2010
• In this issue's RoundTable, participants Donald Reed, President and CEO, Franklin Templeton Investments Corp.; Garey Aitken, Chief Investment Officer, Bissett Investment Management; and Nancy Grant, Consultant to Fiduciary Trust Company of Canada, size up the current state of Canadian equities and shed some light on the way ahead.

• Stability, Safety and Growth
• Stephen H. Dover, Frank M. Felicelli, Nancy J. Grant
• Summer
• 2010
• What's happening with U.S. equities? Join RoundTable participants: Stephen Dover, International Chief Investment Officer, Local Asset Management Products, Franklin Templeton Investments (U.S.); Frank Felicelli, Executive Vice President and Chief Investment Officer, Franklin Templeton Portfolio Advisors, Inc.; and Nancy Grant, consultant to Fiduciary Trust Company of Canada, as they take a closer look at challenges and opportunities south of the border.

• Investment Income Matters
• Donald G. Taylor, Nancy J. Grant
• Spring
• 2010
• As retirement draws near, you face the challenge of shifting your portfolio from a capital-generating engine to a cash-providing machine. Choosing how much income you can comfortably draw and how to allocate assets to match your portfolio's income role are some of the most important investment decisions you may ever make for your retirement portfolio.

• Energy Investing: What's Next?
• Les E. Stelmach, Mohieddine Kronfol, Nancy J. Grant
• Winter
• 2010
• The cyclical nature of the energy sector has been amply demonstrated by the boom-and-bust ride of the past two years. In this RoundTable, Les Stelmach of Bissett Investment Management, an operating division of Franklin Templeton Investment Corp., Mohieddine Kronfol of Algebra Capital Limited and Nancy Grant, consultant to Fiduciary Trust Company of Canada, share their views on current events and the themes shaping the next chapter in the story of oil and gas investing.

• Quality Counts
• Frank M. Felicelli, Leslie A. Lundquist, Nancy J. Grant
• Fall
• 2009
• Over the past several months, investors have wasted little time in snapping up bargains. But are all bargains created equal? In this quarterly RoundTable, Frank Felicelli, Nancy Grant and Leslie Lundquist examine recent stock trends and the still-lingering credit freeze reverberations.

• Buying the Future
• J. Mark Mobius, Lisa F. Myers, Nancy J. Grant
• Summer
• 2009
• For the first time in history, over half of the world's population is middle-class. RoundTable panelists Mark Mobius of Singapore, Lisa Myers of Nassau and Nancy Grant from Calgary debate the role of emerging market consumers in shaping the global economy and the new investment opportunities being created as a result.

• Below the Surface
• Eric Takaha, Darcy Briggs, Nancy J. Grant
• Spring
• 2009
• In this RoundTable discussion, bond experts Eric Takaha and Darcy Briggs join Nancy Grant to help guide readers through the multi-dimensional world of today's fixed income markets.

• Running the rapids with style
• Stephen Lingard, Donald Huber, Nancy J. Grant
• Spring
• 2008
• Our quarterly RoundTable focuses on the role of investment management style in your portfolio.

• Rethink Income Investing
• Eric Takaha, Lisa F. Meyers, Nancy J. Grant
• Summer
• 2006
• Low interest rates, new RRSP content rules, and a plethora of global income opportunities are prompting investors to rethink income investing. RoundTable panelists Eric Takaha, Lisa Myers and Nancy Grant explore how to strategically diversify your portfolio and highlight where yield opportunities can currently be found.

• Avoid the lure of fashionable investing
• David Bissett, Canyon Chan, Nancy J. Grant
• Spring
• 2005
• From tulip bulbs in the 1600s to the dot-com craze of the 1990s, there have, and always will be market fads. So how do you distinguish between what's speculation and what's real investment opportunity? Read what RoundTable panelists, David Bissett, Canyon Chan and Nancy Grant say about seeing past the hype currently surrounding income trusts and hedge funds.