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Upcoming Investments

Beating the index with a Canadian equity fund requires some deft handling by Mackenzie Investments’ William Aldridge

Open this photo in gallery:William Aldridge, the senior VP portfolio manager and co-lead of the North American equities team at Mackenzie Investments.Greg Trumper/The Globe and MailWilliam Aldridge’s interest in stocks began during the 1990s bull market. But riding his bike to work as an analyst for a Toronto investment bank put him on a path to his dream job as a portfolio manager. (Well, that and an MBA.) He often ran into fellow cyclist Robert Tattersall, co-founder of mutual fund firm Saxon Financial. Tattersall invited Aldridge for tea and offered...
Upcoming Investments

Watch these five numbers to follow the trade war’s impact on your finances and investments

Open this photo in gallery:Traders work on the floor of the New York Stock Exchange, on March 5, in New York City.Spencer Platt/Getty ImagesYou cannot possibly process every piece of data related to your finances in a trade war, so forget about even trying.Instead, try taking a periodic look at these five essential numbers. They were picked because they offer a double-dose of investor intelligence. What’s happening in a particular market or sector, and what that says about the broader economy and investing environment.The S&P 500Given that investors tend to...