Category Archives: Behavioural Finance

Back to the Mine: Hidden ETF Gems 2.0

One of the presentations I’m looking forward to later today at the Inside ETFs conference is called the hidden gems. Presenters have been invited to show their best ideas in a rapid-fire segment that will leave you with fresh ideas for your portfolios. There are

Fixed Income: Active vs. Passive ETFs

This week we talk to Barry Allan, President, CEO Chief Investment Officer and Founder of Marret Asset Management (a subsidiary of CI Financial) and manager of the First Asset Enhanced Government Bond ETF (FGO). There are several asset classes where it just makes more sense

Controlling Beta Risk in ETF Portfolios Part 2

I often get asked about when to use covered call ETFs versus similar exposure that does not have the enhanced yield. The general answer is that in sideways to falling markets, a covered call strategy will generally improve your results. For Canadians, the benefit of

Controlling Beta Risk in ETF Portfolios

For years I’ve been preaching the merits of being an active investor versus a passive investor. The unique aspect of my approach is to use passive index strategies with ETFs to make active asset allocation decisions. Asset allocation is far more important than security selection

When the Outlook is Not Clear, We Have Options!

I’ve been asked several times over the past week what happens if Trump sweeps vs. loses both houses of Congress. What if the pollsters are wrong like they were about Trump in 2016. According to Nate Silver of www.fivethirtyeight.com , the guy who was very

Global Bond Yields on the Rise—Impact on Balanced Portfolios?

Global bond yields are moving higher and in some cases breaking to levels not seen in several years. The moves on a multi-decade scale are hardly noticeable. Japanese yields are still extraordinarily low, but are probably most important from a psychological perspective. As central banks