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 | Feb 9, 2022 | Uncategorized
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...
by David Case | Dec 2, 2021 | Uncategorized
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...
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...
by David Case | Oct 26, 2021 | Financial, Insights
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...
by David Case | Oct 26, 2021 | Financial, Insights
Often when we talk to financial advisors about their clients who have recently taken money offshore, we hear of two distinct mindsets: The client is happy to leave their offshore holding in cash as their main concern was about country risk and they are just happy to...
by David Case | Oct 25, 2021 | Financial, Insights
It is fair to say that there has never been a better time to be an individual investor. Investment choices, access to information, and the application of technology are at their greatest levels, which combined with a lower fee environment means that the investor has...
by David Case | Oct 25, 2021 | Financial, Insights
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...
