Three Leading Balanced Funds: Insights from Morningstar

Michael Dobson: Morningstar’s 2025 Canadian Balanced Fund Landscape dives into assets, flows, positioning, and performance. To the last point, returns varied widely in 2024. The difference between the best- and worst-performing global neutral balance fund was 22 percentage points. And so, picking a good balance fund can make a big difference. Here are three of […]
BMO: Canadian Oil and Gas CEOs Invest Millions in Company Stock

Canadian oil & gas CEOs buying millions in company stock: BMO According to BMO’s analysis, Cenovus Energy, Spartan Delta, and Kelt Exploration saw the highest levels of total insider buying. (GETTY) · bunhill via Getty Images Top executives at Canadian oil and gas companies snapped up millions worth of their own firms’ shares as U.S. […]
Affordable and Offering 6% Returns: This US Dividend Stock Is a Strong Buy

Verizon VZ stock declined after management suggested on March 11 that wireless competition was more aggressive than usual during the first quarter. But we think the news is just a small bump in the road for a couple of reasons. First, Verizon reiterated its full-year forecast for customer additions, growth, and profitability. Second, we argue […]
Altilium and UKBIC Celebrate Milestone: Production of UK’s First EV Battery Cells from Recycled Materials

Altilium and UKBIC announce successful production of UK’s first EV battery cells made from recycled materials Altilium and UKBIC have achieved a groundbreaking milestone in sustainable technology by producing the UK’s first electric vehicle (EV) battery cells from recycled materials. This significant development not only highlights advancements in battery manufacturing but also paves the way […]
Why the iShares Core S&P 500 ETF Is an Outstanding Stock Fund

IShares Core S&P 500 IVV closely reflects the composition of the US stock market and charges one of the lowest fees in its Morningstar Category. The fund tracks the flagship S&P 500, which selects 500 of the largest US stocks that pass its profitability and trading requirements—roughly 80% of the US equity market. It weights […]
Gold Prices Hit Record High Amid Middle East Tensions and US Economic Worries

Stock image. Gold rose to a record high above $3,030 an ounce as an escalation in Middle East tensions underscored its haven appeal, and investors weighed data that fueled concern the US economy is slowing down. Bullion climbed as much as 1.3% as Israel launched airstrikes across Gaza that Hamas said killed hundreds of people, […]
FOMC & Market Implications: Inflation, Interest Rates, and the US Dollar

FOMC & Market Impact: Inflation, Rates, and the US Dollar The Fed is expected to maintain current interest rates (4.25%-4.50%) and a cautious approach, emphasizing data-driven decisions. Market participants will focus on the Fed’s “dot plot” and Chair Powell’s press conference for clues about the timing and trajectory of future rate cuts. Technically, the US […]
Mayor Brandon Johnson and Finance Team Urge Chicago Public Schools to Approve $175M Pension Payment Before Budget Vote

Mayor Brandon Johnson, finance team again appeal to Chicago Public Schools to make $175M pension payment ahead of budget vote CHICAGO (WLS) — On Tuesday, Mayor Brandon Johnson and his finance team continued to try to find a solution for Chicago Public Schools to repay the city $175 million for a pension payment. This comes […]
Top ETFs to Enhance Your Portfolio

As the number of exchange-traded funds available to Canadian investors grows, deciding which ones best fit your portfolio gets more complicated. This year, we have a new series to help investors sort through the choices. We’ve screened the largest Morningstar fund categories for the ETFs our manager research analysts believe have the best chance of […]