Category Archives: Economics & Fundamentals

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

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

An ETF Mix to Increase Returns with Less Risk

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

Get Smart about Smart Beta

Since the October 3rd BNN show was partially preempted by Bill Morneau dropping the hammer on mortgage lending, we weren’t able to bring you the educational segment, so here it is this week: http://www.bnn.ca/bermans-call/berman-s-call-part-three-educational-segment~973868 If you would like to learn more about smart beta ETFs,

What is a Flash Crash and How Can You Protect Yourself?

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