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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.

Bucking a trend

For the first time in a decade, ETFs outsold mutual funds last year. Was this the result of a down market, or a sign of things to come?

  • May 31, 2019 August 22, 2022
  • 12:09

PTFs: Where are they now?

A mutual fund innovation waits for its moment in the sun

  • May 31, 2019 August 22, 2022
  • 12:07

Accessing highways through ETFs

Infrastructure-type equities tend to have a low correlation to other equities

  • May 31, 2019 October 31, 2019
  • 00:37

Many ways to search for yield

Offerings vary among strategic beta ETFs in the Canadian dividend category

  • May 1, 2019 October 17, 2019
  • 06:00

Sector Watch: Top of the heap

Canadian natural resources funds have endured an ugly decade, but a few fund portfolio managers have excelled

  • April 5, 2019 October 31, 2019
  • 10:06

Balanced ETFs put their own spin on a mutual fund innovation

Portfolio funds have low fees, which are trending down

  • April 3, 2019 October 17, 2019
  • 06:00

Sector Watch: Investing in a full range of industries

Canadian dividend and equity income funds don't always favour go-to sectors

  • March 8, 2019 October 31, 2019
  • 15:07

Investing in real estate with ETFs

Funds offer diversification, inflation hedging and international exposure

  • March 5, 2019 October 17, 2019
  • 14:00

Preferred-share ETFs come with risk

Often considered a conservative investment, preferreds remain subject to equity market movements

  • February 12, 2019 October 31, 2019
  • 00:16

2019 outlook for U.S. equity ETFs

How these funds could fare in a challenging market

  • January 8, 2019 October 17, 2019
  • 06:00