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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....

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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,...

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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...

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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%...