investment

The fundamentals of investing are the same for newcomers as they are for established, successful investors. The challenge for everybody is to stick to what works and not let investment fads, the media limelight or bad advice from a broker or advisor steer you off course.

The five picks for March we outline in this report are derived from Pat McKeough’s four decades of investment experience....

Under the challenging pandemic circumstances of 2020, the world used 5% less energy than it did the year before. But this was the first annual decrease since 2009. It was also the largest decline in global energy consumption since the end of the Second World War.


While the Covid-19-induced lockdowns reduced global energy demand last year, the longer-term trend is likely up....

For most investors, Canada’s Big Five make up the bulk (if not all) of their Finance sector holdings. As the banks have expanded over the past few decades, owning them gives you exposure to a broad variety of financial services, including wealth management, brokerage and insurance.


Even so, we still feel most investors would benefit from adding specialized, non-bank Finance stocks, such as the three we analyze below....

This month we look at two Canadian-listed ETFs that focus on global healthcare. The first is from CI Investments and holds a broad portfolio of healthcare providers. The second is from Horizons Asset Management, and it has a narrower mandate to select companies involved in the development of vaccines.


CI GLOBAL HEALTHCARE LEADERS ETF $19.86 (Neo Exchange symbol CHCL.B) invests in the 150 largest healthcare companies listed in developed markets.


The ETF tracks the Solactive Developed Markets Healthcare Index, which is a market-cap-weighted index....

The current $1.4 trillion U.S. value of Norway’s sovereign wealth fund corresponds to around a whopping $254,000 per citizen. This sovereign fund is now the world’s largest wealth fund, followed by the China, Kuwait, and Abu Dhabi funds.


Although revenue from oil and gas production is transferred to the fund, these deposits account for less than half the value of the fund....

The Glasgow Financial Alliance for Net Zero was launched in April 2021 by Mark Carney, the UN Special Envoy for Climate Action and Finance.


The Alliance provides a forum for financial institutions to accelerate the transition to a global economy with net-zero carbon emissions....

Download our free report and discover 7 stocks due for big gains after investors use tax-loss selling to cut their Canadian capital gains tax.

Dear Inner Circle member,

Alcon proved itself resilient during widespread COVID-19 lockdowns in 2020. The stock dropped along with the market in March 2020, but quick recovered. The shares then moved sideways for most of the year—but in 2021, the stock has risen steadily to new all-time highs.

At current prices, Alcon is not inexpensive in relation to this year’s earnings....

ISHARES S&P/TSX REIT INDEX ETF, $19.63, is a hold. The ETF (Toronto symbol XRE; buy or sell through brokers; ca.ishares.com) lets investors tap all 19 Canadian real estate investment trusts in the S&P/TSX REIT Index. Investors pay an MER of 0.61%, and the REIT fund gives you a 2.8% yield.


The ETF’s top holdings are Canadian Apart....

RioCan and H&R continue to build new residential and industrial properties to cut their exposure to the retail industry. Their new properties—along with store reopenings as the pandemic eases—should help both REITs raise investor distributions in the next few years....