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Looking for investing ideas? Here’s your weekly digest of the Globe’s latest insights and analysis from the pros, stock tips, portfolio strategies plus what investors need to know for the week ahead.



Will markets continue their rebound? This may convince you they will

Stocks were hammered on Wednesday and Thursday, when U.S. indexes suffered their biggest losses since February. On Friday, stocks took one step toward stability. One day of trading doesn’t establish a meaningful trend, David Berman writes. But it may suggest that some investors are taking their cues from an earlier downturn this year, when the S&P 500 slid 10 per cent from late January to early April, and then rebounded to fresh record highs within 10 weeks.

Related: Seven things investors need to know about markets right now

Read more: David Rosenberg: Here’s the reality about this week’s big market sell-off

What 10 Canadian portfolio managers were thinking - and buying on the dip - this past week

It was a wild week on the markets and a painful reminder for investors of the stomach-churning feeling of watching the value of a portfolio drop in a matter of minutes, Brenda Bouw writes. For some professional investors, the selloff was a chance to pick up stocks at a cheaper price, while others did nothing, trying to remain focused on long-term performance. The Globe asked 10 portfolio managers how they reacted to the latest bout of volatility and what they think could happen next.

Related: Gordon Pape: Why the bull market isn’t over yet

Read more: Your dividend investing questions answered amid the market turmoil

Most S&P 500 stocks are deep in correction territory

As Wall Street steadied on Friday after its worst two-day slide in eight months, the U.S. stock market remained fragile, with nearly three quarters of the S&P 500’s components in correction territory, or worse. About 380 S&P 500 stocks have fallen 10 per cent or more from their 52-week highs. Of those, roughly 164 stocks have fallen by 20 per cent or more from their highs, establishing them in a bear market, by many investors’ definitions. The stocks that have fallen most from their 52-week highs also include consumer discretionary and staples, health care, financials and industrials.

Read more: After the sell-off: These eight U.S.-listed large-cap stocks now look like bargains

What should Canadian investors do with their U.S. dollars?

A lot of Canadians appear to have a greenback problem – a stash of U.S. dollars sitting in a bank or investment account and earning nothing, Rob Carrick writes. Banks widely offer U.S.-dollar accounts to Canadian clients, but the interest paid is nominal at best. One option would be to open a U.S.-dollar online brokerage account and have your U.S. currency transferred in. Doing so opens up several options for earning a better return on your U.S. dollar.

Why an American market guru is calling Canada the ‘North Korea’ of investing

Wes Gray sees Canada as the “North Korea” of investing, Tim Shufelt writes. Citing a lack of transparency in the mutual fund business and an investing public seemingly content to pay excessive fees, the Canadian market is still a long way from a client-friendly regime, says Mr. Gray, chief executive of asset manager Alpha Architect and a rising star in U.S. quantitative investing. Despite heightened awareness around fees and their power to destroy long-term returns, Canadians saving for retirement are still parking their money in traditional mutual funds, the vast majority of which carry management expense ratios of 2 per cent or more. Having studied under Nobel Prize winner Eugene Fama, Mr. Gray employs an approach to both value and momentum investing informed by behavioural economics and financial research. And he’s now eyeing the Canadian market.

What investors need to know for the week ahead

Corporate earnings season continues with these companies releasing earnings this week: Bank of America, Rio Tinto, Charles Schwab, Total, BHP Billiton, BlackRock, CSX, IBM, Johnson & Johnson, Morgan Stanley, Netflix, UnitedHealth Group, A&W Revenue Royalties, Kinder Morgan Canada, U.S. Bancorp, eBay, American Express, Canadian Pacific Railway, PayPal, Philip Morris, Blackstone Group, Corus Entertainment, Honeywell, Procter & Gamble and Rogers Communications. Economic data on tap include: Canadian new vehicle sales for August, Canada’s existing home sales and average prices for September, and U.S. retail sales for September (Monday); Canadian manufacturing sales for August and U.S. housing starts for September (Wednesday); Canadian inflation figures for September, Canadian retail sales for August and U.S. existing home sales for September (Friday). The Bank of Canada is releasing its business outlook survey for the third quarter on Monday. The U.S. Federal Open Market Committee releases economic projections from its Sept. 25-26 meeting on Wednesday. An EU summit is set for Brussels on Thursday and Friday.

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