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investment growth

Landscape more favourable for long-term bond ETFs

After a disastrous 2022, it may be time to go long

Man moving stack of coins to growing stack of coing. Concept of investment income growth.

ETFs provide efficient investment opportunities for windfalls small and large

How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

AI button

AI is an evolving portfolio-management tool

Using artificial intelligence in stock-picking eliminates human bias, but results so far have been mixed

looking for money

Structured-outcome ETFs aim to provide more predictable returns

Niche products offer tradeoffs compared to market-linked GICs

  • By: Rudy Luukko
  • December 11, 2023 December 7, 2023
  • 00:00
money growing on tree

Popularity surges for target-date bond ETFs

The products, unique in Canada, are going strong more than a decade after debut

  • By: Rudy Luukko
  • November 13, 2023 November 13, 2023
  • 00:04
Rising interest rates concent

Fixed-income managers cautiously eye peak in interest rates

Fund managers add duration as rate-hiking cycle nears end

  • By: Rudy Luukko
  • October 16, 2023 October 13, 2023
  • 00:02
portfolio construction

Blue chips could feature prominently in windfall portfolios

Two portfolio managers discuss how they'd invest now

canadiana

How much home bias is too much?

Two studies examine the right amount of portfolio CanCon

  • By: Rudy Luukko
  • September 18, 2023 September 14, 2023
  • 00:09
split money

Brompton introduces split-share corporation ETF

The fund invests exclusively in dividend-paying preferred shares

  • By: Rudy Luukko
  • August 28, 2023 September 8, 2023
  • 00:07
portfolio construction

The balanced portfolio is dead. Long live the balanced portfolio

Finding a place for 60/40 funds after a terrible year

clean energy investments

Clean-energy ETFs take a long view

Government incentives are increasing and valuations have become less expensive

ESG building blocks

ESG products enter new phase

New regulations and a changing market environment are leading to new types of funds

factory

A little less ESG conversation, a little more action

Investors are sharpening their engagement tools with a focus on results

war in Ukraine

How has the war in Ukraine affected ESG investing?

Fund managers are more focused on geopolitical risks and clean energy sources

ESG dividends

New ESG funds pay dividends

Yields are lower than those of competitors, but company quality is higher

environmental assessment

Putting a value on nature

Assets such as rivers, forests and grasslands provide important services that have a positive economic impact

global ESG

Sustainable funds fell back to earth in 2022

ESG asset levels rose markedly since 2020, but growth was flattened by last year’s tough economy

agriculture products

Feeding portfolios with agriculture products

Breaking down the options in a largely untapped sector

puzzle

Selecting securities for capital appreciation after an inheritance

How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

investment outlook

Catching the rebound with bond funds

Expected returns may be lower than for GICs, but funds have the advantage of liquidity

  • By: Rudy Luukko
  • February 13, 2023 February 10, 2023
  • 00:03
iStockPhoto.com/nasenmann

ETFs buck the downtrend of 2022

Important numbers from the year in ETFs

Bear market trying to catch upward swimming advisors

Building recession-ready portfolios for wealthy clients

PMs explain their strategies

US Congress members during a session

Split U.S. Congress may make for calmer markets

Big spending packages or tax cuts are probably off the table for the next two years, providing greater certainty

  • By: Rudy Luukko
  • December 12, 2022 December 12, 2022
  • 00:12
Miniature model man reading on top of bar graph of increasing value

PMs prescribe a healthy dose of alts for investing inheritances

How to invest

Miniature model man looking giant stack of chocolate coins

Hedged or unhedged? An important question for investors

Funds that employ currency hedging have lagged this year

  • By: Rudy Luukko
  • November 21, 2022 November 21, 2022
  • 00:09