In the debate over the merits of investing actively or passively, it’s easy to lose track of a third option. Combining both approaches may be the better way to go.
Some   Read More

Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

Regardless of the investment philosophy or style of a fund’s portfolio manager, the only solid information we have about a fund is its portfolio and its past performance.

When you look   Read More

Diversifying your mutual-fund portfolio cuts the risk of giving all your money to one manager who has one way of seeing the market. But how many funds do you need?
If   Read More

2018 was a poor year for most Canadian stock funds and you may have received some shocking tax reporting slips this month. But now, it’s too late to do anything   Read More

Recent weakness in the Canadian market leads us to recommend Canadian equity funds for new purchases right now. Higher stock valuations in the US have made international equity funds the   Read More

In the debate over whether it’s best to invest actively or passively, it’s easy to lose track of the availability of a third option. Combining both investment approaches can be   Read More

Recent weakness in the Canadian market leads us to recommend Canadian equity funds for new purchases right now. Higher stock valuations in the US have made international equity funds the   Read More

At ValueTrend, as the name suggests, portfolio management is driven by value-based principles. But, says portfolio manager Keith Richards, any system worth its salt will save you in the long   Read More

Recent weakness in the Canadian market leads us to recommend Canadian equity funds now. Higher stock valuations in the US have made international equity funds the more attractive choice globally.
The   Read More

Mining stocks and oil and gas stocks have compelling valuations right now which makes a specialty fund such as RBC Global Resources attractive. If you’d rather track a broad index,   Read More

Every month the Money Reporter, the newsletter for income-oriented investors, publishes its list of 24 recommended common stocks and 16 recommended mutual equity funds.
What to do about common stocks now
North   Read More

If you’re like many new investors, you’ve rushed into your bank near the end of February and put as much as you could manage into your RRSP. You may have   Read More

If you’re like many new investors, you’ve rushed into your bank near the end of February and put as much as you could manage into your RRSP. You may have   Read More

With the strong performance of the Canadian stock market this year, there is an increased risk that investors will start to overpay for stocks. But that’s not a risk you’ll   Read More

With the strong performance of the Canadian stock market this year, there is an increased risk that investors will start to overpay for stocks. But that’s not a risk you’ll   Read More

We have replaced CI Canadian Investment Fund with Fidelity True North Fund on our recommended list of the top five Canadian equity funds.
When we find an equity mutual fund that   Read More

Though most investors believe that equities will, over time, outperform fixed-income investments, they still fear the stock market. They worry that they, or their mutual fund, will pick the wrong   Read More

You might say successful investing is easy. All you have to do is buy low and sell high. But how you do that is more of a problem. What’s more,   Read More

In an office in Vancouver, a small Canadian mutual fund company with a difference carries on operations. There, Steadyhand operates a family of six funds. The company has devised a   Read More

We include two of Mawer Investment Management’s mutual funds in our monthly Planning Guide. We feel Mawer’s equity funds rank among the more stable and best Canadian equity funds you   Read More

Any investor may occasionally see his strategy fail to keep up with others. An investor with a proven record of success, however, can expect that with time his strategy will   Read More