Recently Howard Marks of Oaktree put out a memo on what he thinks might be the effect of passive investing. He discusses both Index Investing and ETFs. It is a long but very interesting memo. See the memo on Oaktree site.
I thought a very interesting point was that we have never been through a bear market with such a large portion of passive investment. Will there be liquidity problems?
On my other blog I wrote yesterday about Parkland Fuel Corp (TSX-PKI, OTC-PKIUF)... learn more. Next, I will write about Saputo Inc. (TSX-SAP, OTC-SAPIF)... learn more on Wednesday, June 27, 2018 around 5 pm.
This blog is meant for educational purposes only, and is not to provide investment advice. Before making any investment decision, you should always do your own research or consult an investment professional. I do research for my own edification and I am willing to share. I write what I think and I may or may not be correct.
See my site for an index to these blog entries and for stocks followed. I have three blogs. The first talks only about specific stocks and is called Investment Talk. The second one contains information on mostly investing and is called Investing Economics Mostly. My last blog is for my book reviews and it is called Non-Fiction Mostly. Follow me on Twitter. I am on Instagram. Or you can just Google #walktoronto spbrunner8166 to see my pictures.