Market Research Raymond Kerzérho Is Factor Investing Active Management in Disguise? PWL Capital 2019-12-9T15:45:31 December 9, 2019 There seems to be confusion, among the public in general but also among professionals, about what smart beta (or “factor”) funds really are. Are they passive? Are they active?
Personal Wealth PWL Capital Susan Daley Wins Young Gun of the Year Award! 2019-11-29T16:42:58 November 29, 2019 We are pleased to announce that Susan Daley, Portfolio Manager, is the winner of the Young Gun of The Year category from the Women in Wealth Management Awards!
Advanced Investing Peter Guay Maximizing returns with smart passive investing 2019-11-15T09:22:00 November 15, 2019 The article, Passive vs. Active: Nothing to fear but fear itself, debunked the idea that the huge and growing popularity of passive investing is making markets less efficient and creating the conditions for a crash.
Market Research Peter Guay Why the smart move is to stay invested 2019-11-1T09:32:19 November 1, 2019 It may be bad memories from last October coming to the surface, but I’ve been sensing more nervousness about the stock market in recent weeks. You’ll recall the markets went through a bad patch around this time in 2018, with the S&P/TSX Composite down 6.3% in October and another 5.4% in December. South of the border, the S&P 500 plunged 6.8% in October and 9% in December.
Market Research Raymond Kerzérho Straight Talk on Passive Investing 2019-10-23T09:23:23 October 23, 2019 Michael Burry’s words reported in a Bloomberg article caused a good deal of commotion and may even have shaken some investors’ confidence in passive funds. In my opinion, the article delivers three negative messages about index funds without offering the slightest proof. Let’s take a closer look.
Personal Wealth Brady Plunkett What’s Your Read on Financial Literacy? 2019-10-22T11:24:28 October 22, 2019 Along with reading, writing, and arithmetic, you’d think personal financial literacy would be just as core to our kids’ education. Instead, the subject rarely makes its way into the standard curriculum of grade schools or high schools. I’ve even seen postsecondary business programs pass it by.
Advanced Investing Nancy Graham Canadian Investors Are Overpaying for Poor Performance. Here Is the Evidence. 2019-10-22T11:13:54 October 22, 2019 Have you ever heard of the SPIVA® Scorecard? Published by the S&P Dow Jones Indices, it’s a report comparing the performance of active vs. index investing. As today’s No Dumb Question, I’ll take a closer look at this important report, so you can see why I want to rename it the “I Told You So” scorecard!
Market Research Peter Guay Passive vs. Active: Nothing to fear but fear itself 2019-10-17T10:53:23 October 17, 2019 The growth of passive investing shows no signs of letting up and neither do the warnings about it from people who earn their living actively managing investments.
