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Tag Archives: canada

Jun 17, 2022

Canadian Equities Go the Way of Global Equities

There has been no shortage of macroeconomic headwinds in 2022. Canadian equities were an exception in posting gains for the first three months of the year, but they have since fallen in step with most global equity markets. The S&P/TSX Composite Index lost 12.07% since its last rebalance on March 17, 2022. Uncommonly, the S&P/TSX…

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Dec 17, 2021

Be Careful What You Wish For

The Canadian equity market has had an exceptional 2021. One of the distinctive quirks of low volatility indices is that their relative performance typically suffers when their absolute performance is at its best, a pattern that we saw again this year. The S&P/TSX Composite Index was up an impressive 22.0% YTD through Dec. 16, 2021….

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Nov 16, 2021

No Time to Thrive

S&P DJI has just released the final regional edition of our S&P Index Versus Active (SPIVA®) Mid-Year 2021 Scorecards. The semiannual reports cover the performance of actively managed funds in the U.S., Canada, Latin America, Europe, South Africa, India, Japan, Australia, and our newest regional addition, the Middle East and North Africa (MENA). SPIVA Scorecards…

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Oct 19, 2021

Performance Update of the S&P/TSX Capped REIT Income Index

Introduced in April 2017, the S&P/TSX Capped REIT Income Index is designed to serve as an income-producing Canadian REIT strategy by overweighting REITs with higher risk-adjusted income distribution yields. The Canadian REIT sector experienced a boom prior to the onset of the pandemic as the index peaked1 on Feb. 20, 2020, its then-highest value since…

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Sep 17, 2021

Chugging Along

In the last three months, the Canadian equity market climbed another three percentage points, bringing the S&P/TSX Composite Index up to an impressive 20.4% YTD through Sept. 16, 2021. In a strong bull market environment, low volatility indices are expected to lag—and they typically have. But overall, the S&P/TSX Composite Low Volatility Index has held…

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Jun 18, 2021

The Good Days of Yesteryear

With the S&P/TSX Composite Index up 16% YTD through June 17, 2021, the Canadian equity market seems to have put the pandemic in the rearview mirror. In this environment, predictably, the S&P/TSX Composite Low Volatility Index underperformed, up 11% over the same period. One-year volatility levels (no longer capturing the uncontrolled panic at the onset…

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Jun 3, 2021

What Canada Is Missing

Canadian investors have long participated in U.S. equity markets, but are materially underweight in U.S. mid- and small-cap companies. In this respect, Canadians resemble their European counterparts, whose investments in the U.S. rarely range beyond those companies included in the S&P 500®. This underinvestment is surprising for several reasons. European market participants are no stranger…

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May 31, 2021

Managing and Planning through Uncertain Times from an FA Perspective

In March 2021, we facilitated a discussion during S&P DJI’s virtual event with two financial advisors from Australia and Canada and an NZX representative who works closely with FAs in New Zealand. We asked them to reflect on the past year and how they pivoted with the onset of the Covid-19 pandemic. Andrew Neatt, TD…

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Mar 22, 2021

Elevated Volatility Levels in Sectors Remain

The shock that the onset of the pandemic sent through the financial markets a year ago is mostly a distant memory. The S&P/TSX Composite Low Volatility Index was up 34% for the one-year period ending March 19, 2021, lagging its benchmark index. This is not surprising given that the performance of the S&P/TSX Composite Index…

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Dec 18, 2020

So Different Yet So Alike…

To say that the world is different now than it was a year ago would be an astounding understatement. COVID-19 brought about once unimaginable conditions and changes. In the financial realm, market volatility spiked and remains markedly higher across all sectors compared to the beginning of 2020. Yet, observing the market based purely on performance,…

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