Category Archives: Economics & Fundamentals

The True Cost of Investing in ETFs

One should never try to predict with certainty what markets will do – that’s really hard. Predicting what investors will do on the other hand, is pretty easy. Chances are they will either look at past returns first and then consider the MER/fee, or (if

Maximum Diversification

Think outside the box (TOBAM) asset management is a global investment manager with over $10B in AUM. They use a patented portfolio process for analyzing and diversifying portfolios. In Canada, they have partnered with Mackenzie ETFs. Today’s guest is Faizan Dhanani, Managing Director TOBAM. While

Can Momentum and Liquidity Factors Help Your Portfolio Perform?

Continuing our focus on building smart ETF portfolios, we have with us today Tim Huver, Head of Product, Vanguard Canada. According to a Vanguard white paper on smart indexing: Following significant losses by large-cap and growth stocks during the 2000–2002 bear market, investor interest has increased

Combining Complementary Factors: Momentum and Value ETFs

Continuing our focus on building smart ETF portfolios, we have with us today Rohit Mehta, Executive VP, First Asset Exchange Traded Funds. We are going to look at Value and Momentum strategies that First Asset has brought to Canada. They are one of the early

What if Trump Wins? How Would Markets React?

According to popular U.S. statistician Nate Silver’s, the odds of a Clinton White House were down to 65.6 per cent when I wrote this article (on Friday, Nov 4th). Two weeks ago, before the latest e-mail saga, Hillary Clinton was pushing 90 per cent

Multi-Factor Smart Indexing with iShares

Multi-factor models have been increasingly popular in recent years. The whole smart indexing space has been the fastest growing area for the past few years and is projected to be the fastest growing area for the next decade. iShares expects an annual global growth rate

Why Neither Trump, nor Clinton, can bring back the Golden Age

A great read from the Wall Street Journal lends some perspective to the lower for longer argument. Perhaps the so called “new normal” is really just the modern-day version of normal economic growth, and what the baby boomers experienced growing up was “not normal”. This