ETFs & Funds

Transparency, diversification, and low-cost access to practically any market, sector, or asset class make exchange traded funds highly attractive to investors and traders alike. But, to outperform benchmark index funds, you really need expert guidance and a sound strategy that gets results. Our experts will cover all the bases and provide the tools and knowledge you need to tap into outperforming investments, year in and year out.

Articles on ETFs & Funds

Euro’s weekly, three-day dhart candlesticks may tempt traders to buy call spreads, while Bitcoin’s and gold’s breakout directions are unclear, writes Trevor Smith of Trevor's Trading.
Eagle Point Credit Company (ECC) is a closed-end fund that invests in CLOs (collateralized loan obligations). CLOs are bundles of corporate bank loans that are "securitized" and sold to investors, explains Rida Morwa, editor of High Dividend Opportunities.
I’ll come right out and say it: seasonal trends are masking worrying market signals, states Bob Lang of Explosive Options.
Investors who want income don’t have to settle for the negative real yields (after inflation and taxes) available in traditional retirement income investments, explains Bob Carlson, editor of Retirement Watch.
Over 92% of the companies in the S&P 500 Index (SPX) have reported third quarter earnings so far and 80.4% of them reported above analysts’ estimates, states Joon Choi of Signalalert Asset Management.
It's a good idea to buy the dips when inflation numbers come out, suggests closed-end fund specialist Michael Foster, editor of CEF Insider.
Valuations remain at or near their highest levels in history, corporations continue to add to their record debt loads, and inflation is proving to be non-transitory, cautions Jim Stack, money manager and editor of InvesTech Research.
Over the past week, the S&P 500 (SPX) is relatively breakeven. If you ask the average investor how they are doing, they will tell you unequivocally that this weak has been downright brutal, states Steve Reitmeister, editor of Reitmeister Total Return.
Thanksgiving. It’s my favorite holiday of the year. What’s not to like about a day dedicated to expressing gratitude for the positive things happening in our lives, asks Mike Larson, editor of Safe Money Report?
Gold and the metals universe are all headed much higher. Stocks are hitting new record highs, bonds are up too, and things are looking good, explains Mary Anne and Pamela Aden, resource sector specialists and co-editors of The Aden Forecast.

Experts on ETFs & Funds



Virtual Expos

Virtual Learning

Now in its 8th year, the ETF All-Stars helps Canadian investors narrow down the field of ETFs from the more than 1,000 currently available to a short list of roughly 50, spanning Canadian equities, US equities, international, fixed income, and one-decision asset allocation ETFs. Jon Chevreau spearheads a panel of eight ETF experts, who also contribute more eclectic individual picks through the popular Desert Island pick feature.
Participating in innovation is exciting, and you can do so right here at home with Canadian-listed ETFs. As Canadian investors you have access to the US-listed ETFs, meaning that you have access to top-performing and famous innovation strategies. However, if that same innovation strategy is available to you in Canadian-listed form why are you still buying US? You can participate in innovation in Canada through Canadian-listed ETFs.
The ETF industry is the like the Silicon Valley of the investment world with hundreds of new products launching each year and as a crossroads for many investment trends. In this presentation you'll hear from Eric Balchunas about ETFs on the market that Bloomberg research analysts are watching that tap into the biggest trends and themes.
Hunting for returns in established and emerging markets around the world now requires extreme care and calculation, but nonetheless, no portfolio is complete without the proper allocation to the fastest growth engines on the planet. Emerging market ETFs provide diversification by spreading out risk across a basket of stocks and a number of countries, thereby mitigating some of the uncertainty that can come with investing in less-developed markets. In this panel, Canada's leading ETF experts will highlight their current view of emerging markets, the investment themes, the risks, and how to find value globally using ETFs.
Learn about ways to enhance the income generated from your investment portfolio, with a variety of ETFs from BMO Global Asset Management that can be tailored for your specific goals and desired outcomes.
Hear from industry experts as they explore the many developments that have led to increased adoption of ETFs, in lieu of stocks and bonds, as the preferred building blocks for investment portfolios.
Interest rates have bottomed, inflation is rising, and the economy is recovering. Join Michael Cooke, SVP and head of ETFs at Mackenzie Investments, to learn about strategies that can improve diversification, reduce risk, and enhance returns in the year ahead.
The global economy has some major problems. Benj Gallander will discuss the current state of affairs and some stocks that will potentially do much better than the market and potentially enhance his 20-year annualized return of 18.1%.
Buying just the index (S&P 500 or TSX) would simplify outperform over 95% of fund managers, mutual funds, and private broker client accounts over any five-year period. This is due, not because of a lack of expertise, but because of investment fee (MER), the overhead cost to the analyst, commission fees to the broker, and just keeping the lights in the home office. This combination can be anywhere from 2% to a whopping 5%. This can be a big chuck of the profits. However, to outperform the index, a slightly different approach is needed besides simply buying and holding the index. This is where the fun starts.

Conferences


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In the past decade or so, exchange traded funds have been transformed from obscure institutional trading vehicles to extraordinarily popular investment tools. They now dominate the investing landscape with over 2,000 products available and have empowered investors and traders as never before, enabling them to build highly effective portfolios. Yet there's more to the ETF universe than investors and traders may even know. MoneyShow.com’s roster of top ETF and ETF-trading experts can show you how to use ETFs to achieve peak results. From factor ETFs to leveraged ETFs to smart-beta ETFs to buffered ETFs, learn how you can use ETFs to effectively transform your own portfolio.

ETFs can provide a cost-effective way to get into areas of the market that are poised to deliver results. Simple portfolio rotation can meet the goals of solid performance with few trades, little time and effort spent analyzing ETFs, and confidence from side-stepping huge drawdowns. Learn proven ETF-trading strategies from some of the top professional traders in the country who consistently achieve stellar results. More than just the very best in ETF picks, you’ll take away real, practical knowledge about how to recognize the best growth, income, and value opportunities, choose the right sectors and asset classes, and know when (and precisely how) to rotate ETF holdings for optimum results through every economic and market cycle.

Whether you are a seasoned ETF investor or just starting to get your feet wet, you can get actionable advice from some of the top names in the industry here.