Vanguard Expands Its Offerings with Affordable Allocation Options…
On Feb. 5, Vanguard added a mutual fund equivalent of its popular allocation exchange-traded fund series. The move is significant, as it creates more ways for investors to access these solid balanced strategies. These mutual funds will hold their ETF equivalents, which all earn Medalist Ratings of Silver. Interestingly, the conservative income option currently has […]
Column: The Term ‘Critical Minerals’ Lacks Meaning; Time for a New Definition and Strategy
Image: Lithium Australia – VSPC Ltd. The term critical minerals has become so widespread that it has effectively lost its meaning, as it could be applied to virtually every metal being mined. What is needed is a new definition that differentiates between what is genuinely vital to a country, and what is just something of […]
Cathie Wood of ARK Discusses Musk, Trump, DeepSeek, and Bitcoin
Valerio Baselli: Hello and welcome to Morningstar. I’m very glad to be joined today by one of the most famous names when it comes to actively managed thematic ETFs, the founder and CEO of ARK Invest, Cathie Wood. Thank you for joining me, Cathie. In your latest report Big Ideas for 2025 you listed your […]
Why the Vanguard S&P 500 ETF Stands Out Among the Best…
Vanguard S&P 500 ETF VOO offers a well-diversified, market-cap-weighted portfolio of 500 of the largest US stocks. The fund accurately represents the large-cap opportunity set while charging rock-bottom fees, a recipe for success over the long run. The fund fully replicates the S&P 500, which selects 500 of the largest US stocks—roughly 80% of the […]
B2Gold Increases Investment in Founders Metals to Preserve 5% Ownership Stake
B2Gold (TSX: BTO) has upped its investment in Founders Metals (TSXV: FDR) to maintain its 5% shareholding, in response to the recent announcement of a C$30 million bought deal financing by Founders. Through the exercise of its investor rights, B2Gold has bought an additional 484,239 common shares of Founders at a price of C$5.30 each, for […]
Is This Highly Rated BMO Stock Fund Poised for a Comeback?
Concentrated stock funds (ones with relatively few stocks) can offer outsized returns when their bets pay off. However, when one hits a slump, investors can feel the downside of this approach more than they would with a broadly diversified portfolio. That’s been the case for BMO Concentrated Global Equity F, a USD 2.6 billion 3-star […]
Agnico Eagle Aims to Dethrone Barrick from Second Place in Gold Rankings
The Meliadine mine in Nunavut Territory, northern Canada. Credit: Agnico Eagle Mines via Flickr Agnico Eagle Mines Ltd. is threatening to snag the title of world’s second-largest gold producer from one of its top rivals. The Canadian mining company aims to churn out 3.3 million to 3.5 million bullion ounces this year, according to full-year […]
Canada Prepares for Economic Impact of US Tariffs
The growing uncertainty around the size, scope, and timing of US tariffs has economists on pins and needles and markets in a tizzy. US President Donald Trump’s unpredictable tax policies have become a major challenge for Canadian policymakers scrambling to craft a response. If economists’ worst nightmare—a sustained, broad-based 25% tariff—materializes, Canada could face a […]
Restaurant Brands Earnings: Mostly In Line with Expectations…
Key Morningstar Metrics for Restaurant Brands International What We Thought of Restaurant Brands International’s Earnings Restaurant Brands International QSR reported fourth-quarter results in line with our expectations. We’ve raised our fair value estimate to C$107 per share to reflect time value and currency movement. The stock trades slightly cheaply, making RBI one of our top […]
Sun Life Earnings: Shares Adjust Downward by 9% Following…
Key Morningstar Metrics for Sun Life Financial What We Thought of Sun Life Financial’s Earnings Sun Life Financial SLF reported lackluster numbers in the fourth quarter, as underlying net income came at C$0.97 billion or $C1.68 per share during the quarter—flat compared with the previous year. The firm reported an adjusted return on equity of […]