Small-cap ETFs for Canadian investors

Smaller firms can sometimes generate higher returns than their larger counterparts, but they are often riskier, less liquid, and may underperform for long periods. One way to offset some of the risk is to focus on ETFs that hold top-quality small-capitalization companies.
Here’s a look… Read More

Investing in foreign markets can bring unexpected costs

Many investors prefer to invest in securities listed on their home markets. Familiarity with the domestic environment and companies—and a lack of familiarity with foreign markets—are big reasons.
Canadian investors may also feel uncomfortable taking on the currency risk that comes with holding foreign securities—especially if… Read More

Tips for Canadians investing in U.S. ETFs

The U.S. is the world’s largest ETF market, with a wide range of funds—from those focused on domestic or global equities to those focused on bonds, commodities and even hedge fund strategies. Canadians investing in U.S.-listed ETFs must keep several factors in mind:
• In the… Read More

Q: Hello Pat and team. I heard some people recommending these funds: Trimark Europlus Fund, Capital Group Global Equity Fund, Brandes Emerging Markets Value Fund and the Invesco Global Real Estate Fund. I know you don’t necessarily recommend mutual funds over stocks. But, please, may I have the benefit of your thinking on these ones, in particular? Thanks!

A: We think that mutual funds are okay to hold if you own them, but we have moved away from recommending mutual funds in favour of exchange-traded funds (ETFs). They charge much lower fees. We feel that most fund investors should shift into ETFs wherever… Read More

Know your ETFs …

The U.S. is the world’s largest ETF market, with a wide range of funds—from those focused on domestic or global equities to those focused on bonds, commodities or, even, hedge fund strategies. Canadians investing in U.S.-listed ETFs must keep several factors in mind:

• In the… Read More