Home Rudy Luukko

Rudy Luukko

Rudy Luukko is the retired editor, investment and personal finance, with Morningstar Canada. He wrote frequently on investments, regulatory issues and personal finance for Morningstar.ca from 2000 to 2018. He was the first-prize winner of the 2016 PMAC Award for Excellence in Investment Journalism for a series on robo-advice. During his career, he has written for numerous general interest, trade and institutional publications in Canada and the U.S., and has co-authored courses for the Canadian Securities Institute. Currently, he is a contributor for investmentexecutive.com, writing monthly on ETFs. He is a bachelor of journalism graduate of Carleton University and holds a Chartered Investment Manager (CIM) designation.

Lessons from the March meltdown

A detailed look at how ETFs performed after the bull run ended

April 30, 2020 April 30, 2020
14:41

Positioning portfolios for the recovery

ETFs that hold quality companies — those with a history of consistent profitability, strong free cash flow and low debt levels — can inject optimism into an investment strategy

March 31, 2020 March 17, 2020
16:00

From 1987 to 2020: perspectives on bear markets

It is virtually impossible to predict the opportune time to exit or re-enter the stock market

March 30, 2020 February 2, 2022
16:59

When will value ETFs emerge from their prolonged slump?

An extended period of underperformance has plagued value strategies, which tend to do well in the early stages of a bull market

March 3, 2020 March 2, 2020
16:00

An equity alternative: market-neutral ETFs

Four Canadian funds use significantly different strategies

February 4, 2020 February 4, 2020
16:00

ETF investors: well-informed and independent

A deep dive into the personality of the ETF investor

January 7, 2020 December 17, 2019
16:00

What’s next for active bond ETFs

Managers explain the importance of duration management in today’s markets

December 3, 2019 December 5, 2019
16:00

An inexpensive way to diversify globally

Low-fee global equity ETFs can track thousands of names

November 5, 2019 November 6, 2019
16:00

Accessing bonds through ETFs

Among the key considerations are the size of the account, the client's time horizon, transaction costs, management fees and taxes

October 1, 2019 October 17, 2019
16:00

A shift in strategy

While passively managed funds still account for the bulk of Canada's ETF assets, active ETFs are on an upward trajectory

September 20, 2019 August 22, 2022
00:38