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Separating the Index from the ETF

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...
The Challenge of Choice

The Challenge of Choice

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...

The ETF Industry Outlook for 2022

This past year has all been about records for the ETF industry.  The exponential growth trajectory of the industry continued, as investors moved to using ETFs as their default investment structure.  A lot has been written in the press about the success of the ETF...
How many investors actually outperform?

How many investors actually outperform?

Have you ever sat in traffic looking at the lane next to you with envy, convinced that they are the only ones making progress? After a few moments of consideration, you make the decision to switch lanes, only to find the lane that you just exited suddenly moves ahead...

Why ETFs are so Cheap

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...
The Longevity of ETFs

The Longevity of ETFs

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...

Why the world has moved to investing in ETFs

Records continue to be broken by the $8trn Exchange Traded Funds (ETF) industry as it has gotten off to its best start to a year ever with inflows topping $152bn within the first two months.  These impressive statistics just continued momentum for an industry that...
ETFs – More than just equities

ETFs – More than just equities

There is a common misconception that Exchange Traded Funds (ETFs) are for equity investors only.  This false impression may be driven purely by the fact that like equities exchange traded funds are listed on stock exchanges.  The truth is vastly different though as in...