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
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
It turns out a great many of the protesters, sporting “not my President” banners, around America this week actually didn’t vote at all. Now they’re upset about the outcome? Sorry kids, that’s how democracy works, you have to stand up and be counted BEFORE the
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
Larry takes a look at “smart” ETFs with superior result using a value approach and a growth approach – they beat the market index, but how did they do it, and how can you build a portfolio that is likely to have better results in
In this week’s Globe and Mail column, we take a look at the latest example of a “flash crash” – investigating what defines one, how they are caused, and most importantly – how you can protect your portfolio. Ironically, one of the most popular tactics
If you caught the news last week about OPEC’s announcement that they plan to cut oil production in a bid to bolster crude prices, you might be thinking about rushing in to invest. Be sure to do your homework however, since OPEC isn’t necessarily driving
When trying to diversify (lower volatility) your portfolio, your best friend is to have assets with lower correlation. You have probably heard that you should ignore currency considerations because in the long run it all balances out. While the chart below shows that is true,