Wanted: a substitute for the 60-40 portfolio
Alternatives, covered calls and broad diversification can all boost returns as bonds and stocks become more correlated
Latest news in Products
ETF flows slow in brutal April
Cryptoasset ETFs saw the largest outflows since the funds were created
- By: Mark Burgess
- May 3, 2022 May 3, 2022
- 17:44
Canadian sustainable funds draw assets in slumping market
It was also another big quarter for product launches, a Morningstar report said
- By: Mark Burgess
- May 3, 2022 May 3, 2022
- 14:21
CDIC deposit protection expands to include RESPs and RDSPs
The Crown corporation also introduced changes for deposits held in trust or placed through financial advisors
- By: IE Staff
- May 2, 2022 May 3, 2022
- 14:41
BMO Private Investment Counsel appoints new chief strategist
Brent Joyce has been hired as chief investment strategist and managing director of BPIC
- By: Daniel Calabretta
- April 28, 2022 April 28, 2022
- 15:06
Bond managers buying back into duration for yield
One bond manager says there is more downside risk in stocks than in bonds
- By: Andrew Allentuck
- April 20, 2022 April 20, 2022
- 13:47
Single list of Canadian ESG funds coming this year
The Canadian Investment Funds Standards Committee has released a draft identification framework for ESG funds that will be operational before the end of 2022
- By: Melissa Shin
- April 13, 2022 April 13, 2022
- 08:00
How war in Ukraine is affecting ETF investing
Clean energy, agriculture and cybersecurity are among the sectors to watch
- By: Rudy Luukko
- April 12, 2022 April 6, 2022
- 13:00
$4.8 billion in Canadian ETF net flows in March
Canadian ETFs concluded the first quarter of 2022 with $14 billion in flows
- By: Daniel Calabretta
- April 5, 2022 April 5, 2022
- 12:10
U.K. to regulate some cryptocurrencies
There are also plans to explore using crypto technology to issue U.K. government debt
- By: Kelvin Chan, Associated Press
- April 5, 2022 April 5, 2022
- 08:53
Emerging market banks face biggest stagflation risk
North American banks insulated, but securities firms could be hit by dropping equities values, Fitch says
- By: James Langton
- April 5, 2022 April 5, 2022
- 08:39
Thematic funds “exploded” in Canada last year
Longer-term performance and fund size remain challenges, a report from Morningstar says
- By: IE Staff
- March 24, 2022 March 24, 2022
- 15:34
Net sales up for mutual funds but down for ETFs in February: IFIC
ETF assets were flat and mutual fund assets fell, according to IFIC's monthly report
- By: IE Staff
- March 23, 2022 March 23, 2022
- 12:25
Canada’s first green bond to be issued this week
The issuance fulfills a pledge from the 2021 federal budget
- By: IE Staff
- March 22, 2022 March 22, 2022
- 11:05
The case for life annuities
Annuity returns can range from disappointing to surprising
- By: Mélanie Beauvais, Daniel Laverdière
- March 10, 2022 March 9, 2022
- 09:00
Help clients overcome bias toward life annuities
Clients may feel they’re leaving money on the table with annuities, but that’s often not the case
- By: Mélanie Beauvais, Daniel Laverdière
- March 10, 2022 March 9, 2022
- 09:00
Vanguard suspends purchases of Russian securities
The asset manager updated its previous position on Monday
- By: Melissa Shin
- March 8, 2022 March 8, 2022
- 15:03
Asset-allocation ETFs have room to run
The $12.6 billion held in these ETFs represented only 3.7% of Canadian assets as of January
- By: Rudy Luukko
- March 8, 2022 March 8, 2022
- 13:00
New investment product roundup
New funds target Canadian banks, U.S. tech behemoths, green property and renewable infrastructure
- By: IE Staff
- March 7, 2022 March 7, 2022
- 13:13
More firms remove Russian securities
NEI Investments announces divestment, while more indexes remove Russian listings
- By: Melissa Shin
- March 7, 2022 March 8, 2022
- 11:28
ETFs have another strong month
Canadian equities funds made a comeback amid rising inflation and geopolitics, National Bank said
- By: IE Staff
- March 3, 2022 March 8, 2022
- 13:56
Canadian asset managers pledge Russian divestment
Russia constitutes about 3% of MSCI's emerging markets benchmark
- By: Melissa Shin
- March 3, 2022 March 8, 2022
- 13:39
New investment product roundup
Target-date retirement ETFs, a floating-rate debt fund and a diversified income ETF are among the recently announced products
- By: IE Staff
- February 28, 2022 February 28, 2022
- 14:44
Evermore Capital launches target-date retirement ETFs
The asset allocation of the new products gradually becomes more conservative as the investor approaches retirement
- By: IE Staff
- February 23, 2022 February 23, 2022
- 15:07
New recent investment products
Carbon emissions allowance futures, banks' fixed income securities and sustainable short-term corporates are among the recently announced funds
- By: IE Staff
- February 14, 2022 February 14, 2022
- 15:47