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dollar sign in front of a green forest background

Evergreen funds are gaining in popularity. Here’s why

The funds accounted for at least US$350 billion in global net asset value in 2023

Hand with wearable health technology

In times of uncertainty, health-care ETFs offer a defensive investment choice

Demographics, tech advancements expected to drive growth in the sector

Mumbai, India

Investors interested in emerging markets funds that exclude China

Geopolitical tensions, concerns over weak returns fuel shift away from the world’s second-largest economy

Green landscape with sustainability symbols

ESG disclosure working its way into private markets

Some institutional investors are leading the move toward greater transparency

ESG investing

How to adjust portfolios to manage climate risks

A look at specific sectors and challenges

Climate change board

The trouble with voluntary carbon markets

How asset managers and investors can identify legitimate carbon assets

ESG investment

Trends in sustainable investing

Recent data show an upward trend in sustainable investing

  • By: IE Staff
  • March 11, 2024 March 13, 2024
  • 00:08
environment

The regulatory state of climate disclosure

After the release of ISSB standards, national regulators are developing local rules. Here’s what investors should know.

  • By: IE Staff
  • March 11, 2024 July 18, 2024
  • 00:06
ESG investment

Nature disclosure a window of opportunity

Issuers that embrace new reporting standards could be pioneers in the field of biodiversity risk

Businessman on slide

Balanced funds: How the mighty have fallen

Net redemptions doubled between 2022 and 2023

investment growth

Landscape more favourable for long-term bond ETFs

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

  • By: Rudy Luukko
  • February 12, 2024 February 8, 2024
  • 00:03
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