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
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
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
You have heard by now that Justin Trudeau and Donald Trump hope to start “infrastructure banks” and that they will boost the economy… Don’t just get caught up in the rhetoric or the trade of the day. Look through the ETF and see what you
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
According to popular U.S. statistician Nate Silver’s fivethirtyeight.com, 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 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
This week’s Guest is Scott Boniferro, vice-president global investment strategies at Invesco (PowerShares) exchange traded funds (ETFs). In recent weeks we have been focusing on the fastest growing area of ETFs, factor investing also known as smart beta or smart indexing. As a reminder, the
In this week’s Globe and Mail: “When the people who make the decision to move rates do not know where they will be, who does?” For the record, here is what the Federal Reserve “dot plot” looks like, in which the members of the FED
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