With the average yield on investment-grade Canadian bonds offering more than double the average yield of a basket of global investment grade bonds according to the Morningstar Canada Core Bond Index, Canadian investors may have little interest in globally diversifying their fixed income portfolio. Yet with next week’s election, looming tapering plans and a potential for a rate hike before the end of 2022, there could be some volatility ahead.

The Morningstar Women’s Empowerment Index, which has recently celebrated its third birthday, has outperformed the broad US equity market in 2021 according to new analysis from Morningstar Indexes.

Have you considered how “ESG friendly” your investment portfolio is today? Morningstar Indexes recently examined a variety of investment approaches as represented by Morningstar equity indexes. The analysis applied company-level Sustainalytics ESG Risk Ratings and Carbon Data to explore this question for its investor clients.