Charlie Bilello’s 15 Charts for the First Half of 2021

Welcome to the first installment of YCharts’ newest series, “5 Charts to Show Your Clients” with Charlie Bilello, Founder and CEO of Compound Capital Advisors. Each month, we’ll sit down with Charlie to discuss approximately five visuals that illustrate current market trends, are great to share with clients, and were all created using YCharts. (Next … Continued

Monthly Canada Market Wrap: June 2021

Welcome back to the Canadian Monthly Market Wrap from YCharts! Here, we break down the most important market trends for Canada-based advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Canada Market Wrap sent straight to your … Continued

Can Active Management Still Add Alpha?

A unique approach to the age-old active versus passive management debate. Executive Summary Selecting the correct asset class tilt is ~10X as important as deciding whether to invest in Active vs. Passive Funds. (TABLE 1) Actively managed funds outperform passively managed funds by ~2 percentage points per annum, on average. (TABLE 2) Over the last … Continued