INDEXING IS HERE TO STAY (EP.2)

In Episode 2 of the Rational Reminder podcast we discussed the following:

The underperformance of value stocks

Are we in a Winner Take All market?

Facebook's crash

Global value performance

Canadian value premium at ~+5.5%

Rebalancing into the pain

Factor diversification

Having a philosophy and sticking with it

Index fund flows are slowing down in the US

Canadian active funds are still dominating passive ETFs

Markets are still efficient

Deciding to be an index investor takes work

Fewer highly skilled active managers make markets more efficient

Canadians might need to buy real estate to retire…

The skinny

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