The outlook for the S&P 500 in 2017 is probably not as rosy as the post Trump rally would suggest. The sentiment around the increased profitability of US companies with the corporate tax cuts is somewhat misguided. According to data prepared by the Bank Credit
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
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
This week’s Guest is Kevin Prins, vice-president of BMO exchange traded funds (ETFs). Last week we introduced the idea of smart ETFs and looked at alternative “factor” based indexing methodologies compared to the traditional market capitalization indexes. BMO ETFs are the largest provider of Smart
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