In the News
December 15, 2009
Government to Change GST Legislation
In the News | Institutional Balanced
The Canadian Federal Government has announced its intention to introduce legislation at its earliest opportunity to support the continued taxation (GST) of discretionary management fees.
In the News
December 7, 2009
Market Wrap with Marcus Xu
In the News | Institutional Balanced
The U.S. lost fewer jobs than expected and the Canadian economy added nearly 80,000 jobs, sending the North American markets and commodities into a tizzy. With employment ticking up, why would the markets go down? BNN speaks to Marcus Xu, Manager of Equity Operations at Genus.
In the News
December 2, 2009
Video Commentary
In the News | Institutional Balanced
Our video commentary features CEO and Chief Investment Officer, Wayne Wachell, and Director of Wealth Management, Leslie G. Cliff, discussing the economy, the markets and opportunities to add value in our clients' portfolios.
Research
December 1, 2009
Momentum Outperforms as Value Lags
Research | Institutional Equity
Momentum continued to outperform value through November after its relatively strong showing in October. Growth and quality also worked better in November, with low leverage (financial strength indicator) coming back strongly.
In the News
November 13, 2009
Market Close with Marcus Xu
In the News | Institutional Balanced
Business News Network (BNN) television rounds up the week and takes a peek around the corner with Marcus Xu, Manager of Equity Operations, Genus Capital Management.
Research
November 2, 2009
Momentum Factors Trim Value Factor Gains
Research | Institutional Equity
Although the current market environment still favours value, October saw a significant shift in the outperformance of momentum (street research & technicals) and expectational factors. This trend could gain strength in coming months.
In the News
October 27, 2009
Marcus Xu on BNN
In the News | Institutional Balanced
Marcus Xu, Manager of Equity Operations, was recently interviewed by Business Network Television (BNN) about Genus Capital Management's quantitative equity strategies. Marcus also shares our insights on Sherrit International, Teck Resources, Lundin and Equinox.
In the News
October 15, 2009
Boomers redefining retirement
In the News | Institutional Balanced
Boomers will redefine retirement with enormous energy and creativity. Many will work well beyond age 65 and mostly by choice, seeing this as a time for advance not decline, according to Dr. Sherry Cooper, Chief Economist, BMO Capital Markets.
Research
October 15, 2009
The Beat Goes on for Value...
Research | Institutional Equity
The sharp outperformance of deep value factors that started in March showed no signs of abating in September as big-cap momentum and quality continued to get pummeled. However, investors are becoming more discerning in their approach to value and are looking for strong cash flow versus general cheapness.
Research
October 7, 2009
Advancing Risk Models in Quant Equity Strategies
Research | Institutional Equity
Genus Institutional Equity and Axioma shared their latest insights into quantitative equity strategies and the use of multiple risk models for superior risk management at a breakfast seminar in Vancouver.