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.

Covered calls come for fixed income

Bond volatility can mean attractive premiums in new ETFs

  • November 7, 2023 November 1, 2023
  • 13:00

Fixed-income managers cautiously eye peak in interest rates

Fund managers add duration as rate-hiking cycle nears end

  • October 16, 2023 October 13, 2023
  • 00:02

Single-stock ETFs versus CDRs: A comparison

Both products offer fractional exposure to U.S. stocks, but they differ substantially from one another

  • October 15, 2023 October 11, 2023
  • 00:02

REIT ETFs eye rebound after rate hit

Managers see opportunities in steep discounts

  • October 10, 2023 October 10, 2023
  • 14:30

How much home bias is too much?

Two studies examine the right amount of portfolio CanCon

  • September 18, 2023 September 14, 2023
  • 00:09

All else being equal: Making the case for equal-weight ETFs

Products offer diversification as big tech names outperform

  • September 12, 2023 September 7, 2023
  • 13:00

Brompton introduces split-share corporation ETF

The fund invests exclusively in dividend-paying preferred shares

  • August 28, 2023 September 8, 2023
  • 00:07

Options abound for ETF investors seeking global equities with an ESG focus

Mackenzie is the latest entrant to a field that includes factor-based and active strategies

  • August 8, 2023 August 2, 2023
  • 01:00

ETF trends from the first half of 2023

Facing uncertainty, investors opted for security and attractive yields

  • July 11, 2023 July 11, 2023
  • 12:00

Interest in money-market ETFs heats up as yields rise

The cash-alternative category of ETFs is low risk, but not all investors feel that way

  • June 13, 2023 June 7, 2023
  • 13:00