Indexing debates have evolved.
Against the backdrop of a struggling Canadian mutual-fund industry, which is in net redemptions once again, ETFs are a success story. Not only are they gathering assets, they’re also putting new strategies into accessible packages.
The data can be deceptive for a variety of reasons.
Not all indexes are created equal. In the early 2000s, MSCI, among other index providers, moved from tracking a company’s total market capitalization to its free float—the shares that trade publicly.
To increase client assets and boost business, a growing number of advisors are opting for business structures similar to those used by accountants and lawyers: partnerships.
Mutual fund investors expect to beat an index, or at least not to lose money. Many have been disappointed on both counts over the past decade. Still, a country’s economic prospects should feed into its stock prices. Some companies will be high-flyers; others disappointments. But taken together, their performance will average out and reflect growth […]
How to not get sucked into investment fraud—even by someone as artful as Bernie Madoff
Stock markets abound in risks: some old, such as beta or old-fashioned value traps, and some new, such as liquidity. Yet investors aren’t being rewarded for these risks.
Rare-earth metals have become a hot commodity. China consumes about 70% of world production; it also produces 97% of the world’s supply.