by David Case | Jul 29, 2022 | Financial, Insights
One of our non-negotiables when assessing an ETF is liquidity. This is a cornerstone of our selection process and is mentioned in all our marketing material and our presentations. In this Insights article we will look at why liquidity matters and then how ETFs...
by David Case | Jul 1, 2022 | Financial
Insights EXCHANGE TRADED FUNDS – THE JUNE 2022 UPDATE In our first face to face presentation of the year we looked at the current situation within the ETF universe and demonstrated the huge flows that are going into this low cost structure. We provide...
by David Case | Apr 22, 2022 | Financial, Insights
SEPARATING THE INDEX FROM THE ETF Like almost everything in these modern times the financial industry is awash with acronyms. The shortening of titles to just a few capital letters can get very confusing and often results in the reader lumping everything together in...
by David Case | Feb 25, 2022 | Financial, Insights
THE CHALLENGE OF CHOICE As every global investor will be able to tell you there is a very vast investment universe out there. There are numerous industries and numerous geographies that offer viable investments for the savvy investor to sift through. With such a wide...
by David Case | Nov 15, 2021 | Financial, Insights
One of the often-repeated benefits of investing via ETFs is that the costs are a lot lower. In their most recently released annual study on fees, Morningstar found that the average expense ratio paid by investors is half of what it was two decades ago. At the end of...
by David Case | Oct 27, 2021 | Financial, Insights
A recent article on etf.com noted that the SPDR S&P 500 ETF Trust (“SPY) reached the milestone of $400bn in assets under management. The article had a large focus on how long each $100bn took to get in but one fact about SPY resonates with me. SPY was the very...
