investment

Sustainable investing has grown exponentially over the past decade, while its scope has broadened and the approach has become more sophisticated. As of December 2021, assets under management at global exchange-traded funds that publicly set environmental, social, and governance (“ESG”) investment objectives amounted to more than $2.7 trillion; 81% were in European-based funds, and 13% were in U.S.-based funds.


According to research published by Morningstar in 2018, 16 out of 20 equity indexes in the Morningstar Global Sustainability Index family, have beaten their non-sustainability equivalents over their lifespans....

Here’s a look at how holding bonds compares to investing in stocks over time.


We’re using readily available data (see table at right) from the U.S. to demonstrate the long-term performance track record and the risk profiles of various asset classes, including government and corporate bonds.


The annual growth in U.S....

This month we highlight a long-short ETF from alternative fund manager Arrow Capital, plus a high-risk ETF from BMO/ARK Investments.


The objective of the ARROW CANADIAN ADVANTAGE ALTERNATIVE ETF $20.26 (Toronto symbol ACAA) is to achieve strong capital appreciation through investment in both short and long positions of primarily Canadian equities.


The ETF launched in November 2022 and its MER is 0.65% plus a 20% performance fee for returns over 6% per year.


The fund’s long positions included TransAlta, Altagas, Freehold Royalties, and Spin Master....

While rising interest rates have increased the appeal of bonds and hurt REITs in the past year, RioCan remains an excellent way for investors to earn income. The trust continues to benefit as shoppers return to its malls, which should give it more room to raise distributions....

DRAFTKINGS INC., $11.63, is still a buy. The digital sports entertainment and gaming company (symbol DKNG on Nasdaq) currently provides sports betting in several U.S. states: Arizona, Colorado, Connecticut, Illinois, Indiana, Iowa, Louisiana, Michigan, Mississippi, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Tennessee, Virginia, West Virginia, Wyoming and Ohio....

SIX FLAGS ENTERTAINMENT CORP., $25.79, symbol SIX on New York, is the world’s largest operator of regional theme and water parks. It currently operates 25 in the U.S., two in Mexico, and one in Canada.

On December 21, 2022, Connecticut-based Land & Buildings Investment Management LLC released a presentation highlighting why it thinks Six Flags is undervalued....

Wondering what is the best investment for retirement in Canada? Here is some guidance to enhance your long-term success.

ALLIED PROPERTIES REAL ESTATE INVESTMENT TRUST, $26.95, is a buy. The REIT (Toronto symbol AP.UN; Units outstanding: 128.0 million; Market cap: $3.5 billion; TSINetwork Rating: Extra Risk; Dividend yield: 6.5%; www.alliedreit.com) owns 215 office buildings (including 12 properties under development and one held for sale) mainly in major Canadian cities....

RioCan and Choice Properties continue to build new residential, office and industrial properties to cut their exposure to the retail industry. Their new properties should help both REITs raise investor distributions in the next few years. All in all, each trust remains attractive thanks to high-quality properties and tenants.


RIOCAN REAL ESTATE INVESTMENT TRUST, $21.52, is a buy. The REIT (Toronto symbol REI.UN; Units outstanding: 303.9 million; Market cap: $6.4 billion; TSINetwork Rating: Average; Dividend yield: 4.7%; www.riocan.com) owns all or part of 198 shopping centres and other properties across Canada, as well as 11 projects under development....

Insurers write policies, collect premiums from customers, and then invest those premiums to meet future claims. They’re required to invest significant amounts of that money in fixed-income instruments, namely bonds. That means high interest rates are a boon to their returns....