Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want ...

Easing global trade tensions, which reduced fears of a recession, as well as a weaker US dollar supported non-US equities.

Exchange-traded funds (ETFs) are gaining ground on mutual funds as investors chase lower fees, better tax treatment, and more ...

Institutional investors have no shortage of portfolio construction models. One of the most well-known is the "Yale Model," popularized by the late David Swensen, who managed Yale University' ...

Franklin Mutual Global Discovery Fund (Class Z) underperformed its benchmark, the MSCI World Value Index, for the quarter ...

New mutual fund aims to generate cash flows and long-term capital growth TORONTO, July 29, 2025 /CNW/ – Today, Fidelity Investments Canada ULC (Fidelity) launched Fidelity Equity Premium Yield ...

Both fund categories also set new total asset records in June Mutual funds and ETFs enjoyed another month of positive net ...

With mutual funds reversing last year’s redemptions and ETFs setting new records, Canada’s investment fund landscape is ...

Mutual fund net sales totalled $17.1-billion in the first half compared to net redemptions of almost $4-billion in the same ...

Most fixed-income instruments offer 7–8% pre-tax. A right infrastructure asset class through an InvIT, can earn 12–15% ...

The need to reach clients through video conferencing led to a popular webinar series that has helped expand the company’s ...

With both traditional mutual funds and ETFs, when a holding is sold for a profit, those gains can flow through to the investors in that fund and can be taxable. When the manager of a traditional fund ...