Most recent articles and links below. 

Scroll further down this page for:

• Bank of Canada interest rate announcements
• Dundee Economic Monitor prepared by Chief Economist Dr. Martin Murenbeeld and Senior Economist William Tharp
• videos of interest
• information on fund managers
• past articles and featured links

Economic Indicators

Click here for current economic indicators for the Canadian economy, reports, and analysis.  This data provides insight into the performance of several different segments of the Canadian economy. 

Interest Rate Announcment  January 17, 2012 

Bank of Canada maintains overnight rate target at 1 per cent  - click here to read more...

DundeeWealth Economics   

Chief and Senior Economists share valuable insight into current economic trends and market movements, providing you with the ability to better understand financial markets.

We are pleased to present the latest edition of the Economic Monitor from DundeeWealth Economics, prepared by Chief Economist Dr. Martin Murenbeeld and Senior Economist William Tharp. 

The Economic Monitor,  January 2012

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth, its subsidiaries, or its affiliates, including, but not limited to DWM Securities Inc.,  Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.

Videos of Interest

The following fund manager clips are brief (each only a few minutes in length) and offer valuable insight.   Enjoy!

Dynamic Global Discovery Fund and Dynamic Global Dividend Fund     

David Fingold,  BSc. Management,  Dynamic Mutual Funds, Portfolio Manager

David Fingold has over 20 years of business, operational and investment experience, and manages over $1.5 billion in assets.  He is the lead portfolio manager for a number of award-winning US and global value funds, including the Dynamic Global Dividend Value Fund and the Dynamic Global Discovery Fund.  David is one of our favourite global money managers.  

The Dynamic Global Discovery Fund utilizes a strict bottom-up research process focused on low price-to-earnings, price-to-free-cash flow, and an attractive dividend policy.  As a global opportunity fund, they seek undervalued opportunities in companies, often located in emerging markets.

The Dynamic Global Dividend Value Fund, whose investment breadth provides valuable diversification while its focus on companies that are expected to initiate or increase dividends, helps deliver superior long-term capital appreciation and lower relative volatility.

BNN Inverview 2011-12-05  (video)   Recent Eurozone developments, the effect of the European crisis on emerging markets, and why David’s global portfolios are overweight the U.S.   

Dynamic Power American Growth Fund, Dynamic Power Global Growth Class, Dynamic Power Global Balanced Class

Noah Blackstein  BA, CFA, Vice-President and Portfolio Manager, Goodman & Company, Investment Counsel

Noah Blackstein, one of Canada’s premier U.S. and global growth fund managers, has a 10-year track record in the investment industry.  He is the lead portfolio manager for the Dynamic Power American Growth Fund, Dynamic Power Global Growth Class, and the Dynamic Power Global Balanced Class.  He has a reputation that is further strengthened by his over ten-year record of success and many industry awards.

Building A Portfolio   (video)

My Investment Approach  (video)

Aurion Capital Management

Christine Horoyski, CFA, MBA, CA, Senior Vice President and Lead Fixed Income Manager

Aurion Capital Management is primary an institutional fund management company caring for approximately five billion dollars of assets for some of Canada’s largest pension plans.  A flexible fixed income fund that seeks out the best opportunities in the bond space, the Aurion Total Return Bond Fund allows the individual investor to access and benefit from the specialized skill set of a pension manager.

Christine Horoyski is responsible for Aurion Capital’s Nominal Bond products, including core, corporate and specialized portfolios, as well as a US Short Term Credit portfolio.  As chair of the Asset Mix Committee, she is responsible for qualitative & quantitative strategies used to manage overall asset allocations among various asset classes and within various geographic exposures.

Christine Horoyski talks about the advantages of an institutional fixed income approach when it comes to managing Dynamic Aurion Total Return Bond Fund.     2011-01-25

Sionna Investment Managers Inc.    

Kim Shannon, President and CIO

Kim is the President and Chief Investment Officer of Sionna Investment Managers and has over 25 years of investment management experience.   A relative value manager who focuses on Canadian equities and has done so during her entire career (which goes back to the late 80s and early 90) Kim has developed an excellent long-term track record for her clients.  She has created her own independent firm and has won many awards, including Morning Star Fund Manager of the Year in 2005. Kim is often quoted in the financial press, and regularly appears on television.

2012-02    NEW INTERVIEW WITH CHRISTINE AND KIM  re The Sionna Canadian Equity Fund

2011-11     680 News:  Kim Shannon - Looking for value and stability in volatile times?

2011-09     Globe & Mail:  Sideways Market Can Bring Decent Returns

2011-07     Sionna Insight:  Back to Normal?