Any investment with the scent of upside is fair game. But some investors don’t embrace traditional corporate values, and instead have social and environmental objectives.
The global economy is wobbly. Many investors are seeking safe refuge from market uncertainty in cash. Yet holding on to too much for too long may not be wise because of factors like inflation and opportunity cost.
The Canadian exchange-traded fund (ETF) market has reached adolescence, and hair is starting to sprout on its chin.
The parents opened an RESP in 2008 using globally balanced mutual funds, but when the market crashed, they lost 17%. The Chois needed to know the money would be there when their eldest reached university age. Unwilling to wait for a rebound, they sold 40% of their mutual funds for cash.
The costs outweigh the benefits when adjusting portfolios too frequently.
3 factors affect how well an ETF tracks the underlying index
Hockey tactics for portfolio construction—examine the neutral zone trap for protecting against a potentially hostile market.
Actively managed ETFs make up less than 1% of the global ETF market, but a new paper suggests that will soon change.
This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. Beta basics For most investors, beta is the number they want to beat—or buy. It’s provided by an index, but beta is much richer and more complex. In his 1955 doctoral dissertation, Harry Markowitz established the notion that a […]
The primary appeal of ETFs is based on their index characteristics—low costs, broad diversification, tax efficiency, and relative performance predictability. ETFs are similar to traditional index funds in that they both comprise a collection of securities that represent an underlying benchmark.