blog search



Fixed-income investing in a rising rate environment

Carefully selected bond funds as part of a diversified asset mix If you haven’t checked your portfolio for a while, you may have noticed that the performance of your bond mutual funds and ETFs has been lagging a bit. And you may be thinking of selling or switching....


Is it time to look for active bond management?

Bond ETFs retreat as rates edge up You might have noticed that the shorter-term returns of the broader index-tracking bond ETFs, such as the iShares Core Canadian Universe Bond Index ETF (TSX: XBB), have been sliding recently. Is it time to switch out of passive,...


Year-end tax issues with bond funds

Why they’re not taxed the same way as GICs As year-end approaches, it’s time to start thinking about the tax implications of distributions from your various investments. This year, the tax consequences of bond mutual funds compared with, say, straight-interest GICs...


Should you get active with your bond funds?

The choice between bond ETFs and mutual funds Bond yields have dropped recently, and as a result, bond values have risen significantly. For example, the passive iShares Canadian Universe Bond Index ETF has risen 3.3% since the beginning of the year, and is up 4.9%...

Pin It on Pinterest