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- Indexed articles, last 90 days
- 6
- Latest publication
- Sep 25, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
- Earliest in this view
- Jul 14, 2026
Latest articles
Ramona Persaud strives for the trifecta of excess returns, downside protection and a shield from volatility (opens the original)
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Ramona Persaud graduated with an environmental engineering degree in New York but wound up as a money manager by quirk of fate. It started with a part-time job answering phones at Morgan Stanley. She ended up teaching herself code to help digitize the firm’s trade-clearing operations and later moved to Goldman Sachs’s derivatives business. Then she earned a Wharton MBA. Her engineering studies have still come in handy in her 23 years with Fidelity, helping her think through complex problems. She
Money managers find bargains after sell-off in nuclear sector (opens the original)
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A sell-off in uranium and nuclear energy stocks after last year’s strong rally has created bargains amid growing tailwinds. A nuclear revival emerged as a result of soaring electricity needs from power-hungry artificial intelligence data centres, government policies to build reactors and rising global demand for clean energy to meet climate goals and for a reliable source of baseload power. “There are buying opportunities, but one needs to be selective,” says Dragos Berbecel, chief investment of
After huge gains for Canadian bank stocks, money managers look south of the border for better returns (opens the original)
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Canadian bank stocks have soared over the past year, but now some investment managers see better bets south of the border. U.S. banks, particularly regionals, are attractive because they trade at lower valuation multiples and can benefit from deregulation and merger-and-acquisition (M&A) activity, they say. “U.S. bank stocks have an easier path to higher loan growth given that the U.S. economy is growing twice as fast as Canada’s,” says Rob Lauzon, chief investment officer at Middlefield Ltd. in
RESP ETF picks for children at three different stages of growth (opens the original)
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Building a nest egg to finance university or college education is becoming more important as Canadian students face rising tuition and living expenses. An individual or family registered education savings plan (RESP) is key because it also opens the door to government grants. Ottawa, for instance, offers a Canada Education Savings Grant totalling 20 per cent of contributions to a $500 annual limit and a $7,200 lifetime limit per child. Each child has a $50,000 contribution cap. RESPs are tax-she
Three fund managers share their top dividend aristocrat picks (opens the original)
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Dividend stocks with a strong payout record over multiple years can offer investors comfort during times of market volatility. In the U.S., these “dividend aristocrats,” as defined by S&P Dow Jones Indices, need to be listed on the S&P 500 and have at least 25 consecutive years of rising annual payouts. In Canada, the bar is lower. Firms listed on the Toronto Stock Exchange require at least five years in a row of growing yearly dividends. Some domestic companies far exceed that minimum. Dividend
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For Theglobeandmail, the outlet · Measured Aug 1, 2026
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