Please browse our audio library where you will find information on various topics.
(Click on any of the links below to download the information that is of interest to you.)
Date: March 24, 2010 Striking the right balance
John Slattery, President (right) and Milos Kostich, VP Sales, Strategic Alliances (left).
The theory behind a balanced approach that combines equities, both domestic and foreign, in combination with bonds is both well known and substantiated. Certainly, the last few years have showcased the benefits of such diversification. While these benefits are obvious, a less acknowledged advantage of a balanced approach is the discipline it provides many investors.
Date: February 23, 2010 Will real return bonds live up to their name?
Gary Morris, SVP & Director Fixed Income, Laketon provides an education on Real Return Bonds and examines both their merits and risks.
Bond investors have many fears and with the possible exception of debt default, nothing's feared more than inflation. To mitigate this risk, a portfolio manager may turn to Real Return Bonds (RRBs).
How the U.S. dollar affects Canadian financial markets
Date: January 27, 2010
Canadian investors' interest in our dollar exchange rate with the American dollar goes well beyond national pride and choice of holiday destination.
Fluctuating value of the American dollar can significantly affect the economy and financial markets, both domestic and approach. Listen to Andrew Simurda's commentary to hear more about the prospects for the American dollar and possible effect on equity prices, along with updates on the Canada Life Canadian Value Equity Fund.
There's been much discussion about the relative merits of investing in dividend-paying companies versus non-dividend payers. As is often with market-oriented questions, there's no single right answer - it depends on the company as well as the investors. Listen to Brad Cann's commentary to hear more about dividend paying stocks and how the last 12 months treated them, along with updates on the Canada Life Enhanced Dividend Fund.
Trains of thought on investing in industrial sector
Date: November 26, 2009
Susan Spence talks about the industrial sector and updates you on the
Canadian Equity Fund. In addition to a general discussion of the industrial
sector, Susan will provide focus on the teams view of the railway companies.
One year later, what kind of foundation is being laid for the bond market? Gary Morris, SVP & Director Fixed Income, Laketon will discuss the supply/demand environment for bonds, inflation vs. deflation and revisit corporate bonds: Are they worth the risk?
Andrew Simurda, Vice President, Portfolio Manager, talks about the Canadian equity market and updates you on the Canadian Equity Value Fund in this month's audio commentary.
Brad Cann, Vice President, Portfolio Manager comments on the Canadian equity market, recent market developments and the Canada Life Enhanced Dividend Fund update.
Bond prices ran up dramatically during the "flight to quality" sparked by the financial crisis - so much so, that yields were driven down to levels not seen in a generation. As investors' appetite for risk returns, the bond market has become the scene of a pitched battle; a crisscross affair where competing views on inflation vs. deflation; supply vs. demand and fear vs. greed, all collide.
We pose the question to Gary Morris, Director of Fixed Income at Laketon "Are we in a bond bubble?".
Andrew Simurda, Vice President, Portfolio Manager, talks about the Canadian equity market and updates you on the Canadian Equity Value Fund in this month's audio commentary.
Ben Fawcett, Vice President, Portfolio Manager a member of Laketon's Canadian Equity Growth Team comments about deals with the North American Oil and Natural gas industry, an industry that accounts for a significant portion of the overall value of the S&P/TSX and one that makes significant contributions to the economies of both Canada and the United States.
Brad Cann, Vice President, Portfolio Manager comments on the Canadian equity market, recent market developments and the Canada Life Enhanced Dividend Fund update.
Gary Morris, Director of Fixed Income, reviews the 2008 credit markets, in
addition to commentary on Laketon's Canadian and International Fixed Income offerings.
Listen to commentary by Susan Spence, Vice President, Portfolio Manager
(left) and Daphne Dodig, Vice President, Portfolio Manager (right) of Laketon's Canadian Equity Growth Team.
You'll hear comments on:
The privatization of BCE and the potential disintegration of that transaction.
The current economic slowdown and the effects it is having on a variety of sectors, specifically on the consumer front and Canadian retailers.
Listen to commentary by Andrew Simurda, Vice President, Portfolio Manager
(left) and Brad Cann Vice President, Portfolio Manager (right) of Laketon's Canadian Equity IncomeTeam.
You'll hear comments on:
How the Laketon Canadian Equity Value Fund and Laketon Enhanced
Dividend Fund fit into a diversified portfolio and how they complement each other.
Listen to commentary by Daphne Dodig, Vice President, Portfolio Manager (left) and Ben Fawcett, Vice President, Portfolio Manager (right) of Laketon’s Canadian Equity Growth Team.
You'll hear comments on:
Current turmoil and crisis in the US financial system and how this has affected the Canadian financial institutions so far.
Market volatility in recent quarters has been difficult for investors. This environment may pose challenges as you discuss investment strategies with your clients. Laketon's portfolio managers are actively addressing these challenges. Listen to market and fund commentary by portfolio managers Brad Cann (left) and Andrew Simurda (right).
You'll hear comments on:
How the funds are positioned to handle this volatility, and
Sunday, September 05, 2010
