David Berman
- Indexed articles, last 90 days
- 21
- Latest publication
- Sep 29, 2026
- Outlet visibility, for Theglobeandmail
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- Jul 7, 2026
Latest articles
Stocks are up and bonds are down. Uh-oh, it could be time to rebalance (opens the original)
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If you are the type of investor who likes to maintain a defined balance between stocks and bonds in your portfolios, 2026 is shaping up to be a doozy for rebalancing efforts. That’s because stocks and bonds have produced vastly different returns so far, and both markets face significant headwinds. The iShares Core Equity ETF Portfolio (ticker: XEQT) – a Canadian-listed exchange-traded fund that provides one-stop exposure to over 8,000 stocks worldwide, hedged to Canadian dollars – is up 14.5 per
Bonds may beckon with higher yields. Be careful (opens the original)
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Bond yields are surging, tantalizing investors with an income stream that might look attractive. But if you’re a tad nervous about making a big move, you’re not alone. Today’s action looks worse than the inflation scare of 2022. Back then, bond yields – which move in the opposite direction to bond prices – rose dramatically in anticipation of aggressive interest-rate hikes by central banks. But this week, yields surpassed those levels. The yield on the 10-year U.S. Treasury bond blew through 5.1
Index investing scores another point, and alleviates stress (opens the original)
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If you are a do-it-yourself investor or you like to keep an eye on what the pros are doing with your money, there’s a lot to consider right now. Tariffs. Rising bond yields. A potential bubble in artificial intelligence stocks. The list goes on. Whether you are trying to score healthy returns on your investments or keep your money safe from a potential downturn, the risks of making a bad decision could be weighing on you. That’s why the S&P Indices Versus Active (SPIVA) scorecards can be helpful
Rising bond yields are hurting REITs. This one stands out (opens the original)
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Your local Loblaws grocery store is far from the Strait of Hormuz, but you wouldn’t know it from the downturn in Choice Properties Real Estate Investment Trust CHP-UN-T over the past couple of months. The REIT, which counts Canadian supermarkets among the key tenants of its properties, has slumped about 10 per cent since July in terms of its unit price. But with a distribution yield back above 5 per cent, a splashy takeover of a rival REIT in the works, and a business model lauded by analysts as
Bond yields are rising. Are dividend stocks in trouble? (opens the original)
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Bond yields are rising as investors fret over inflation and government debt. So why are dividend stocks holding up relatively well? As you might recall, bond yields – which move in the opposite direction to bond prices – last surged during the postpandemic inflation run-up in 2022 and 2023. The yield on the 10-year U.S. Treasury bond popped above 5 per cent in October of that year, if only briefly. On Monday, the bond yield did it again, rising above 5 per cent to its highest level since 2007. O
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