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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 Certified Investment Manager (CIM) designation.

Split U.S. Congress may make for calmer markets

Big spending packages or tax cuts are probably off the table for the next two years, providing greater certainty

  • December 12, 2022 December 12, 2022
  • 00:12

Investors coming to grips with horrific year for bonds

Stubbornly high inflation limits the options

  • November 21, 2022 November 18, 2022
  • 00:25

Hedged or unhedged? An important question for investors

Funds that employ currency hedging have lagged this year

  • November 21, 2022 November 21, 2022
  • 00:09

Taking shelter in infrastructure ETFs

There are now more retail options for defensive investors

  • November 8, 2022 November 3, 2022
  • 13:00

Investing in booms without the bust?

CI Auspice ETF targets commodities minus the price swings

  • October 31, 2022 October 28, 2022
  • 00:03

Playing defence with equity ETFs

Dividend, low-volatility and covered-call ETFs can all support portfolios in bad markets

  • October 11, 2022 October 6, 2022
  • 13:00

Strange times create opening for short-term products with high yield

Interest rate hikes have made conservative fixed-income funds more rewarding

  • October 11, 2022 October 5, 2022
  • 00:17

How to measure ETF and mutual-fund risk

A closer look at several methodologies beyond standard deviation: max drawdown, batting average and more

  • September 13, 2022 September 7, 2022
  • 13:00

Why passive strategies still dominate in ETFs

The use of passive index ETFs doesn’t necessarily mean passivity in how they’re deployed

  • September 7, 2022 September 7, 2022
  • 13:00

ETFs vs. ETF mutual funds: Which to choose?

Evaluating the two options requires understanding your client’s needs, particularly concerning liquidity

  • August 29, 2022 August 29, 2022
  • 00:01