Category Archives: Geopolitics

The Canadian Dollar: To Hedge or Not to Hedge?

Last week Bank of Canada Governor Poloz tossed a bit of a curveball to investors. There is no doubt the unbelievable Canadian employment numbers have been improving. When I say unbelievable I mean not credible, rather than “wow they have been so impressive”. Despite the

Should You Have Long Bonds in Your Portfolio?

From a yield perspective, long U.S. treasuries (TLT) yield about 2.8 per cent and long Canadas yield about 2.00 per cent (ZFL). This compares to a less than two-per-cent yield for the U.S. equity (ZUE) market and a 2.7 per cent yield for the S&P

Looking to Avoid Risk and Get Defensive? These ETFs Will Help

For years, I’ve said the goal of building efficient portfolios is based on three main principals: diversification, maximum return, and minimum risk. Learning how to navigate the market through active asset allocation is one of the best things individuals who have taken on the responsibility

Reducing Portfolio Risk with Smart Factor Index ETFs (Part 2)

One of the best presentations last week from’s Inside ETFs conference was from Michael LaBella, a portfolio manager at QS Investors. The presentation made the case for why smart (factor) index portfolios should be used by all investors. The adoption of passively managed index