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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.

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

Four Canadian funds use significantly different strategies

  • February 4, 2020 February 4, 2020
  • 16:00

A deep dive into the personality of the ETF investor

  • January 7, 2020 December 17, 2019
  • 16:00

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

  • December 3, 2019 December 5, 2019
  • 16:00

Low-fee global equity ETFs can track thousands of names

  • November 5, 2019 November 6, 2019
  • 16:00

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

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

The strategy can work in bull and bear markets

  • September 3, 2019 October 17, 2019
  • 16:00

Thanks to lower fees, the three available ETFs have outperformed most money market funds

  • August 6, 2019 October 17, 2019
  • 16:00

The flattening of the yield curve has dampened demand for these funds, however

  • July 2, 2019 October 17, 2019
  • 16:00