Thoughts, views and opinions as current events unfold: With topics taken from current market events and my recently released book — When the Bubble Bursts: Surviving the Canadian Real Estate Crash (Dundurn: March 2015) and my first book Investment Traps and How to Avoid Them (1999) — these presentations will give you unique and valuable insights filtered by my thirty-six years’ experience as an investment professional.
Why Exchange-Traded Funds Could Fail Many Investors --- September 14, 2016
Many investors are familiar with the fastest growing investment product in the world, exchange-traded funds (ETFs). While they offer convenience, low costs and diversification there are unobvious risks associated with ETFs. Many may be hurt by the momentum investing style of ETFs however, the patient investor can profit.
Home Country Bias --- June 15, 2016
"Home Country Bias" is the tendency among investors to own stocks in their own backyard. This happens everywhere. Most people concentrate their investments close to home and Canada is one of the countries that suffers the most from this bias. Home Country Bias is a dangerous portfolio attribute and something that needs to be mitigated by properly diversifying across geographies.
The role of home country bias in global asset allocation decisions - Vanguard research, 2012
Home Country Bias, Why it can Undermine Retirement Portfolios - Northern Trust, 2015