Top-Performing ETFs for Canadian Investors
Exchange-traded funds, or ETFs, are often low-cost instruments for investors to track popular indexes or leverage experienced manager choices in an attempt to beat the market. The best ones serve as building blocks for a portfolio, and unlike open-end mutual funds, all ETFs are traded throughout the day on an exchange. In April 2025, the […]
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 […]
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 […]
Maximize Your Experience with…: A Comprehensive Guide
The Registered Retirement Savings Plan deadline is just days away, with March 3 marking the last opportunity to maximize 2024 contributions. There is still a brief window to reduce your tax liability and grow your retirement nest egg. An RRSP not only offers tax-deferred growth to support your long-term financial goals, but it also helps […]
German Stocks Rise Sharply Ahead of Federal Election
The German equity market has been hitting one record after the other as the nation approaches its federal election on Feb. 23, fueled by a combination of political anticipation, strong corporate earnings, and the hope for peace talks in the Russia-Ukraine conflict. The market’s composition, with its heavy weighting toward industrial and tech firms, has […]
Anticipating European Stock Market Trends for 2025
James Gard: Welcome to Morningstar. With me today is Michael Field. So, Michael, last time we met, there hadn’t been a U.S. election. Since then, there’s been a lot of price movement, especially in the European equity markets. Have any sectors been unfairly punished on fears of tariffs? I’m thinking maybe automotive being an obvious […]
What Can We Expect from US Bonds in 2025?
Sarah Hansen: Welcome to Investing Insights. I’m your host Sarah Hansen, and I’m filling in for Ivanna Hampton today. The November election triggered a steep selloff in longer-term bonds, with yields on the 10-year Treasury note climbing as high as 4.45%. Fixed-income markets have since stabilized, but yields remain significantly higher than their September lows. […]
Morningstar’s Investor Reading List for 2025
In addition to gift-giving season, each December marks the time of year that Morningstar employees pass around recommended book lists as they look to use the last of their annual education stipend benefit. This year’s selections—suitable for gift-giving or just for yourself—offer a diverse range of insights, with some books focusing on achieving excellence, nurturing […]
Anticipating Bitcoin’s Trajectory in 2025
Trump’s re-election has sparked a rally in bitcoin and advocates are upbeat about 2025. We look at the likely price drivers for the main cryptocurrency coin next year, the role that asset managers will play in bringing it into the mainstream and likely changes in the regulatory landscape. The “crypto winter” of 2021 and 2022 […]
5 Key Investment Takeaways from 2024
Key Takeaways 1 The first investment lesson from 2024 is how difficult it is to do macroeconomic forecasting, and investors should have a healthy amount of skepticism around forecasts. 2 The second lesson is that markets can surprise on the upside. 3 The next lesson is that diversification isn’t dead, particularly the diversification that bonds […]