David Tuckwell's Articles

New research casts doubt on rebalancing

by , 30th January 2019

The ETF industry is defined by only two consensuses. One: to index is better. Two: to rebalance is better. And to that end, portfolio rebalancing is recommended by virtually every […]

In London, Invesco underprices BlackRock on Canada and small caps

29th January 2019

Invesco is widening out its core ETF offering in London, listing two plain vanilla ETFs at low prices that seem intended to undercut iShares. Invesco MSCI Canada UCITS ETF (MAPL) […]

AdvisorShares and Sabretooth list cloud ETF

29th January 2019

Maryland-based AdvisorShares and Sabretooth Advisors are teaming up to list an actively managed innovative technology ETF. The AdvisorShares Sabretooth ETF (BKCH) will invest in companies that are using, or have […]

ARK lists actively managed fintech ETF

29th January 2019

ARK, one of the most successful small ETF businesses, is listing an actively managed fintech ETF, which aims to invest in companies driving technological change in finance (“fintech” companies). The […]

Fidelity adds more smart beta ETFs to Canadian arsenal

24th January 2019

Fidelity is carrying on with its renewed global focus on index investing, rolling out several more smart beta ETFs in Toronto. Fidelity Canadian Low Volatility Index ETF (FCCL) – 0.35% […]

Tortoise lists cloud and fintech thematic ETFs

24th January 2019

Kansas-based Tortoise Advisors is listing two new thematic ETFs in the US that track in-house indexes. Tortoise Cloud Infrastructure Fund (TCLD) Tortoise Digital Payments Infrastructure Fund (TPAY) TCLD will invest […]

Desjardin lists market neutral ETF in Canada

24th January 2019

Let’s start with a fun fact: Quebec has the world’s highest density of credit union membership. Now, with that in mind… Desjardin, the $300B Quebecois credit union, is listing a […]

Aware is aware of ultra-short duration

24th January 2019

ETF newcomer the Minnesota-based Aware Asset Management is listing an actively managed ultra-short duration ETF that tries to beat 3-month treasuries by 1% a year. The Aware Ultra-Short Duration Enhanced Income […]

Jack Bogle never liked ETFs. Here’s why

by , 22nd January 2019

The late Jack Bogle is often taken as the founder of index investing. Many interpret this as meaning Bogle endorsed ETFs, the vast majority of which are index tracking. But […]

Australia’s ETF industry salutes industry giant Jack Bogle

17th January 2019

Editor’s note: This article has been updated to include further quotes. (18.1.19) John Clifton “Jack” Bogle, the pioneer of index investing and founder of Vanguard, has died at age 89. […]