November 17, 2018November 28, 2018Lists Top International Smart Beta ETFs I probably like the term “smart beta” even better than most other professional investment advisors, not to mention more than most average […]
November 13, 2018Lists Top Actively Managed ETFs by Assets One of the most common misconceptions I hear about exchange traded funds (ETFs) is that they are all passively managed, market cap […]
August 13, 2018August 11, 2018Investing The top 25 Hong Kong listed ETFs I’m watching in 2018H2 I’ve been speaking at several ETF conferences this year, and was a bit surprised to see at one event most of the […]
August 8, 2018September 12, 2018Investing MSCI China A-Share Inclusion: Understanding Different Chinese Stock Markets MSCI’s China A-share inclusion is one of the many themes I’ve been hearing over and over again this year.Β As one of […]
August 1, 2018July 30, 2018Investing, Personal finance Vanguard sets 1,800 ETFs’ trading costs to zero today: Time to move all your money over? About a month ago, Vanguard surprised clients and investment advisors (of which I am both) with the announcement that starting in August […]
July 30, 2018July 27, 2018Investing 3 main reasons I invest in ETFs instead of mutual funds I first started using ETFs in the early 2000s, when iShares was aggressively launching several new ETFs, and marketing the line of […]
July 13, 2018Investing, Retirement Why now is the time to invest over 50% of your IRA in foreign stocks and US bonds After several years of rising US stock prices, I am often asked when the next crash, or at least next big correction, […]
June 11, 2018June 8, 2018Investing, Personal finance How to have over $1,000,000 in MPF by age 40 If you have worked as a professional in Hong Kong since the first MPF scheme was launched in December 2000, and contributed […]
December 19, 2017Investing Hong Kong ETFs Remain China-focused, Bond-light, and Under-owned Hong Kong ETFs are, and are likely to remain, the best way to trade and broadly allocate to China, it is not […]
December 9, 2017May 10, 2018Lists Top 55 London-listed ETFs from iShares – shortlist for 2018 For non-US ETF portfolios, I find it useful to keep handy short lists of ETFs listed on other top ETF exchanges in […]