How will low interest rates impact retirement portfolios? As we move through the various stages of the pandemic, investors want to know what will happen in the economy and markets.
Snap Your Portfolio Back in Line: Advisors Are Using Index ETFs to Rebalance Over time, the market itself will move a portfolio’s asset allocation away from its intended mix.
Remaining in the Game: Advisor Strategies for Equitizing Cash Money changes hands, often. And new money comes into play, hopefully just as often.
Yields, liquidity and asset prices As central banks around the world focus on supporting the economic recovery, the risk-free yield on holding cash has declined to near zero. Falling risk-free interest rates tend to increase the fair value of other asset classes.
On to the next billion! As the ETF industry sees strong inflows through the 2nd half of 2020 and markets continue to trend in the right direction, Mackenzie Investments surpassed $7 billion in ETF assets on July 29, 2020.
Looking ahead the Next 30 Years: Regulatory Engagement with ETFs (part 3) With the expected ongoing growth of the ETF industry, investors and fund providers should welcome the continued scrutiny by regulators across the globe.
Emerging markets have provided surprising investment returns amid pandemic ETF flows suggest Canadian investors have been slow to embrace the recovery that has taken place in emerging markets.
Using ETFs to compliment your own stock picking ideas I recently had the opportunity to present to Do-It-Yourself (DIY) investors at a recent conference event . I present some highlights below.
Looking ahead the Next 30 Years: The Evolution of ETF Providers (Part 2) Fund providers are in the business of trust, and the monetization of trust is changing.
Looking ahead the Next 30 Years: ETFs in Asset Allocation (Part 1) ETFs are the fastest-growing segment of the asset management industry and this momentum shows no sign of dissipating moving forward.
Time to re-evaluate your asset mix In this rapidly evolving market environment, investors need a modern approach to asset allocation.
Advisors Refuse to Ignore the Scale Behind ETF Applications Over 80% of advisors surveyed in North America now use ETFs. This number has more than doubled in the last decade. Here’s how they are doing it and why, and from whom they may be taking their lead.
Decomposition of investment returns One of our biggest questions as advisors and investors is, What am I getting for what I am paying?
ETFs as liquidity sleeves during periods of volatility: as important as ever for institutional and advisor portfolios The application of ETF layers within an investment mandate or portfolio can be a powerful tool to allow active managers to focus more time on what they do best – security selection.
Exploring post-crisis economic scenarios Recent gains in global stock markets have brought optimism for economic recovery.
Tax loss harvesting strategy in volatile markets An effective strategy for investors amidst the recent market volatility is realizing losses on securities to offset capital gains in an investment portfolio
Looking back at the markets in March March 2020 has proven to be among the most challenging periods in the history of capital markets.
Welcome to our ETF Insights Blog Perhaps more than ever, Canadians need a sense of confidence that they can achieve their investment and retirement objectives.
