Market Research Raymond Kerzérho Spotlight on high-yield bond ETFs PWL Capital 2019-06-11T11:40:39 June 11, 2019 Given the meagre interest rates paid by investment-grade bonds and GICs, it is only normal that people are interested in investments with a higher return. That includes advisors, as high-yield bond (HYB) exchange traded funds (ETFs) offered by BMO and iShares alone hold over $2 billion in assets.That’s not chicken feed.
Market Research PWL Capital Raymond Kerzérho Is your portfolio sufficiently diversified? 2019-05-2T09:44:29 May 2, 2019 We have recently learned of the death of British mathematician Edward H. Simpson (1922-2019). Simpson first distinguished himself during World War II as a code breaker for the Royal Navy, when he enabled the interception of numerous ships carrying supplies for the troops led by Germany’s General Rommel.
Market Research PWL Capital Raymond Kerzérho Arguments against indexing 2019-02-13T10:00:14 February 13, 2019 Yes, they did! In 2018, passively managed index funds once again increased their market share in the United States, rising from 35% to 37%, according to Morningstar. So, is this good or bad? Should you follow the trend?
Market Research PWL Capital Raymond Kerzérho Even with equal fees, I prefer passive ETFs! 2019-01-25T11:00:13 January 25, 2019 Shock and awe! In 2018, Vanguard Canada, a fervent advocate of passive management, launched traditional, actively managed mutual funds. Actively managed mutual fund companies also successively launched their own array of exchange traded funds (ETFs). As a result, the great majority of the Canadian market’s 33 suppliers now offer mainly active management. Are we looking at the end of passive ETFs?
Personal Wealth PWL Capital PWL Capital Fair Winds and Following Seas, Captain 2019-01-17T15:26:53 January 17, 2019 We are saddened by the passing of John Bogle, founder of the Vanguard Group. He was 89.
Raymond Kerzérho CFA, Director of Research Raymond contributes to PWL with his thirty years of experience in investment strategy and fixed income portfolio management.
