Fiduciary Trust Canada

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On Investing - Trends and Insights

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.

  • Roland Chalupka
  • April
  • 2013
  • Know the challenges and the options and you'll be better able to navigate the current bond market. Now is the time to discuss what works best for you.
  • 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.
  • Sajjad Hussain
  • April
  • 2013
  • Amazon's same-day delivery initiative marks new frontiers for retailers and shoppers. Read about another chapter in ongoing corporate transformation and the drive to survive.
  • Elizabeth Lunney
  • Winter
  • 2012
  • The political and policy vagaries of 2012 fueled a growing thirst for leadership—where the focus is on accountability, mutual respect and value-add performance. That's our ongoing focus for 2013.
  • Roland Chalupka
  • Winter
  • 2012
  • Day-to-day life tells us "price creep" is alive and well. Understanding the nuances of inflation can help preserve your wealth despite the quiet erosion underway.
  • Giles D. Marshall
  • Winter
  • 2012
  • Love 'em or hate 'em for their roller-coaster ride, cyclical stocks can be performance pistons in a diversified portfolio
  • 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.
  • Tom Junkin
  • Winter
  • 2012
  • Owning a home away from home may mean significant surprises for your estate, ranging from an invalid will to unforeseen taxes.
  • James Chisholm
  • Winter
  • 2012
  • We operate based on the fiduciary duty implicit in our name and the ethics underpinning how our portfolio managers manage discretionary investments.
  • Stephen Reichenfeld
  • Winter
  • 2012
  • Humans' ability to grow rather than replace tissue, organ and limbs is drawing closer. We highlight the new possibilities and the effects of a longer lifespan.
  • Roland Chalupka
  • Fall
  • 2012
  • China is motivated to reap the economic and financial benefits of becoming the world's dominant currency. What changes will China need to make and what are the implications for international investing?
  • James P. Chisholm
  • Fall
  • 2012
  • How would your net worth respond to an unexpected negative event? Specifics shape the details of each situation; however, we find such discussions typically focus on three key areas.
  • James P. Chisholm
  • Fall
  • 2012
  • The emergence of Twitter Inc. as a social media phenomenon has been nothing short of spectacular, with 100 million active users now tweeting 33 billion messages per day. Can all of this tweeting provide insight for investors or is it just more noise?
  • Fiduciary Trust Canada
  • Summer
  • 2012
  • New legislation that will affect the US taxes paid by US citizens living in Canada and a tax amnesty offered by the IRS provide opportunity for strategic decisions in 2012.
  • Fiduciary Trust International
  • February
  • 2012
  • Authors from our US sister company, Fiduciary Trust International, have prepared an overview of tax-saving measures that address upcoming changes to the laws governing US estate and gift taxes. Learn more about tax-saving measures you can implement in 2012.
  • Fiduciary Trust Canada
  • Summer
  • 2012
  • Modern culture dictates we spend a lot of time thinking about the past and the future, but very little time contemplating the present. Take a leaf from superstars like Michael Jordan and Steve Jobs and discover how mindfulness—in the form of vision, self-knowledge and alignment—can lead to success.
  • James P. Chisholm
  • Summer
  • 2012
  • When making decisions about investing in the emerging markets, properly applied demographics can help investors understand the longer-term growth paths for these regions. This article delves into the numbers that can work for—and against—the growth prospects for a number of emerging nations.
  • Roland Chalupka
  • Spring
  • 2012
  • Manoeuvring through the markets today requires a sense of the relationships among the world's major economic powers – Europe, the United States and China. This article provides an overview of the key players and their connections at work.
  • 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.
  • James P. Chisholm
  • Spring
  • 2012
  • Property ownership is a source of pride. But what is it doing for your net worth? Developing trends may test the real estate romance in the years ahead. Knowing exactly what you own can help manage risk and guide investment decisions.
  • Fiduciary Trust Canada
  • Spring
  • 2012
  • Collecting is an old and time-honoured pastime that has been traced back as far as ancient Egypt. Whether your focus is rare first-edition books, vintage Barbie dolls or works of art, your collection has meaning. It also has value—monetary and otherwise.
  • Fiduciary Trust Canada
  • Spring
  • 2012
  • What do PepsiCo, Texas Instruments and Ford have in common? Last year, all these companies participated in Maker Faires. Learn about the Maker movement, a growing worldwide phenomenon that may one day lead to the demise of the throw-away society.
  • Roland Chalupka
  • Winter
  • 2012
  • There's more to market volatility than macroeconomic and political headlines. Find out what else is behind the past four years of heightened volatility and why conditions are ripe for opportunities and optimism.
  • Elizabeth F. Lunney
  • Winter
  • 2012
  • For the past while, the flow of commentary from the popular press and market strategists about unprecedented levels of market and political risk has been relentless. But is this unprecedented situation true and if so, what does it mean for your portfolio?
  • Giles D. Marshall
  • Winter
  • 2012
  • Markets have caused investors ample frustration over the past few years. While it's natural at such times to consider liquidating assets, seeking guarantees or chasing performance, there are good reasons to keep emotions in check.
  • James P. Chisholm
  • Winter
  • 2012
  • No cash? No problem. Just pay the bill with your mobile phone. Near Field Communication (NFC) chip technology, already on the wish list of a number of technology and wireless companies, may be the answer to improving labour productivity and increasing profitability in a slow-growth economy.
  • Angela Maitland
  • Spring
  • 2011
  • The measurement of inflation plays a pivotal role in the Bank of Canada's ability to manage monetary policy and fulfill its goal of influencing expectations for future inflation. But does the current process accurately reflect the cost of living people experience in their daily lives?
  • Elizabeth F. Lunney
  • Fall
  • 2010
  • Business leaders and government are being challenged to rethink the excesses of this past spending cycle. A key question is: When and what kind of spending is productive? What will contribute most to enhancing the health of individuals, families and economies?
  • Stephen E. Reichenfeld
  • Summer
  • 2010
  • Over the last several years, online shopping has progressed from novel adventure to a viable means of buying items or services. Signs are emerging that the next wave of e-commerce growth may be taking shape as retailers, facing slim profit margins, look to maintain or grow sales volumes in a highly competitive environment.
  • Fiduciary Trust Canada
  • Spring
  • 2010
  • By decade's end, industry forecasts indicate a growing number of new cars will be either electric or hybrid models. This next generation of vehicles is showing signs of driving change in the automobile industry and beyond.
  • Stephen E. Reichenfeld
  • Winter
  • 2010
  • Advancing battery technology and increasing environmental protection concerns have some automakers making serious commitments to driving the future with zero-emission electric cars. But will Canadians drive them?
  • Angela Maitland
  • Fall
  • 2009
  • Do you wish your search engine would just answer your question instead of spitting out a million sites for you to search? Welcome to Wolframalpha.com.
  • Roland Chalupka
  • Summer
  • 2009
  • Governments and regulatory agencies around the world move to redefine the rules of how the world's financial markets operate. Roland Chalupka highlights the tectonic shifts in relative economic and global power underway in the world today.
  • Angela Maitland
  • Summer
  • 2009
  • Despite the current economic climate of tight credit, declining venture capital investment and high levels of risk adversity, countries around the world are nurturing home-grown entrepreneurs and working hard to attract ones from abroad.
  • Giles D. Marshall
  • Spring
  • 2010
  • They may be bland, even boring but history shows dividends, and those companies that pay them, generally grow even when investors choose to look the other way.
  • Fiduciary Trust Canada
  • Spring
  • 2009
  • It can be easy to miss the onset of innovations that transform the way we live and work, like the cell phone. Cloud computing may be one of them.
  • Fiduciary Trust Canada
  • Winter
  • 2010
  • Powered by the sun and wind, the first eco-friendly billboard in Times Square, New York, is one of the latest and somewhat surprising uses of renewable energy.
  • Fiduciary Trust Canada
  • Fall
  • 2008
  • Increasingly, Canadians are abandoning the concept of retirement as uninterrupted leisure for an active encore career, often imbued with meaning.
  • Stephen E. Reichenfeld
  • Fall
  • 2008
  • $2,500 Nano cars on North America's roadways? Emerging market companies like Tata Group are competing head-to-head with the automobile giants of the United States and Japan.