Last week, I wrote about not reading too much into distributions paid by bond mutual fund and bond exchange-traded funds. I admit to being surprised by the sensitive chord this struck with many investors. In the spirit of brevity and focus, I...
It’s easy to be seduced by what appears to be a proverbial ‘free lunch’ in the investment world. Nowhere is this more prevalent than in the world of fixed income (i.e. bonds and bond-like investments). There are many potential...
According to various estimates, there are currently approximately 28,000 households in Canada with investable assets in excess of $10 Million. Although these households represent a very small portion of the total households in Canada (<1%),...
Some of my partners and I recently met with investors that have some commonalities pertaining to how they built their significant wealth. Each of these investors, through a combination of hard work and good fortune, amassed significant wealth by...
Late last week, the media was buzzing about indexing giant Vanguard’s entry into the Canadian investment fund market. (See today’s Globe & Mail and National Post for related stories.) Today, Vanguard officially announced...
Earlier this year, I wrote about how to gauge the sustainability of monthly income funds’ fat distributions so that investors and advisors could make better decisions and set realistic expectations. Since then, I’ve received a steady...
Real estate has long formed the core of investors’ hard asset exposure. Individuals and institutions invest in real estate for many reasons – i.e. diversification, cash flow and/or inflation protection. As with asset classes beyond...
The Globe & Mail recently ran an article on rebalancing, featuring comments and opinions from some industry giants. The article ends with advice from John Bogle, who suggests that rebalancing is a personal choice. He discourages the...
In the May 2011 issue of Investment Executive, I wrote about how I approach the analysis of complex products. In short, when analyzing products – particularly complex offerings – the most insight is often obtained via the simplest...
There has been a recent flurry of changes in mutual fund lead managers. This is partly the result of industry consolidation – as managers become disenchanted with asset-gathering behemoths. In other cases, money managers want to scratch...
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