Episode 30

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Published on:

31st Dec 2024

#30: The ETF Landscape. Yesterday - Today - Tomorrow.

To kick off the New Year, I’m taking a look back and into the future, to discuss how the exchange traded fund landscape has evolved since I first launched my discretionary portfolios over 10 years ago.

In this first episode of the Prosperous and Happy Life podcast for 2025, I’m turning the tables and taking questions from my associate advisor, Vladimir Truskov. We’ll briefly discuss the history of ETFs and the outlook for 2025 and beyond.

Here are the highlights of our 22-minute chat:

  • When Mary decided to start using ETFs. [00:57]
  • Trying to convince her clients to make the switch to ETF investing. [02:49]
  • How Mary saw ETFs evolving in the investment landscape since she first started her discretionary portfolios. [04:54]
  • Fun facts about the first ETFs. [06:57]
  • Which sector trends and thematics will dominate ETFs in the new year. [09:00]
  • Mary's take on the future for fixed income ETFs. [13:11]

Thank you for listening

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About the Podcast

The Prosperous and Happy Life
Money doesn’t guarantee happiness, but it sure can help. In this podcast, I bring you expert advice on how to achieve not only wealth …. But happiness too!
I shares tips and experiences from my quest to help my clients be prosperous and happy. Over more than 30 years I have worked with thousands of clients and countless experts, all looking to live a rich and fulfilling life. In my podcast interviews I share my stories and wisdom, along with advice from the many experts I have encountered along the way.

About your host

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Mary Hagerman

Mary Hagerman is an award winning portfolio manager and investment advisor with the Montreal office of Raymond James Ltd. Considered a female pioneer in building ETF-based discretionary portfolios for her clients, Mary is an expert columnist on ETFs for industry publications in French and English, and she is regularly quoted in the media. Mary combines her personal passion for karate with her professional experience in her book, The Black Belt Investor.

This podcast has been prepared by and expressed the opinions of Mary Hagerman, and are not necessarily the opinions of Raymond James Ltd. (RJL). Statistics, data and other information presented are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. This podcast is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Past performance is no guarantee of future results. Information provided in this podcast is general in nature and should not be construed as providing legal, accounting and/or tax advice. Should viewers have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor. RJL is a Member of the Canadian Investor Protection Fund.