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Sam Bourgi is contributing writer for ETFdb.com, where he brings more than seven years of progressive experience in economic research, market analysis, and public policy. A published author in peer-reviewed literature, industry research and financial media, Sam has produced authoritative reports covering the financial markets, labor market, and industry verticals. He holds a Master’s Degree in Public Policy from McMaster University, with a focus on economic policy and global political economy.

Recent Content By Sam Bourgi
ETF Investing

ETFs Can Boost Your Liquidity Management Strategy

One of the most overlooked challenges facing modern investors is having too much unnecessary cash...

ETF Investing

What Is an In-Kind Redemption for ETFs?

New investors often envision receiving big cash payouts when they sell their securities at a...

ETF Tax Efficiency

Taxation of ETFs vs. Mutual Funds

Choosing between exchange-traded funds (ETFs) and mutual funds isn’t always a straightforward...

ETF Investing

Understanding an ETF’s Total Cost of Ownership

Exchange-traded funds (ETFs) have exploded in popularity over the past ten years, creating fierce...

ETF Investing

Understanding the Role of ETFs in Retirement Planning

The growth and widespread adoption of exchange-traded funds (ETFs) has had a profound impact on...

ETF Investing

What is Market Timing?

Investors and portfolio managers who emphasize the use of predictive methods to buy and sell...

ETF Investing

Who Are Institutional Investors?

When it comes to the financial news, the phrase “institutional investors” is used frequently to...

ETF Investing

Learn About Fulcrum Fees

The era of ultra-cheap exchange-traded funds (ETFs) is upon us, and asset managers are upping the...

ETF Investing

What Is Thematic Investing?

In the world of exchange-traded funds (ETFs), thematic investing has taken on new significance as...

Commodity ETFs

Understanding Commodity ETFs

Commodity exchange-traded funds (ETFs) are gaining prominence this year as investors seek...

ETF Investing

How Do Regular and Reverse ETF Splits Work?

While exchange-traded funds (ETFs) offer seamless exposure to stocks, their structure as...

News

What Do Biggest GICS Structure Changes Mean for ETF Investors?

Since inception almost two decades ago, the Global Industry Classification System (GICS) has been...

ETF Investing

Using ETFs for Tactical Asset Allocation

A properly executed ETF portfolio can ensure steady growth and profitability regardless of the...

ETF Investing

ETFs vs. Index Mutual Funds

The difference between an exchange-traded fund (ETF) and an index mutual fund is not as cosmetic...

News

ETF Scorecard: August 17 Edition

To help investors keep up with the markets, we present our ETF Scorecard. The Scorecard takes a...

News

Trending: Turkey's Generational Crisis Ripples Through Global Markets; Trade Rift Weighs on China

ETFdb.com analyzes the search patterns of our visitors each week. By sharing these trends with...

How to Play the Italy E.U. Exit

Populist Revolt Hits Italy Following Election

Europe’s populist revolt came full circle earlier this month after two anti-establishment parties...

2018 Investing Themes

Lower Risk-Adjusted Returns Across Multiple Asset Classes

2017 was a record-setting year for equities, as the Trump effect prolonged a massive bull market...

2018 Investing Themes

Emerging Markets

A synchronized global recovery, rebounding oil prices and favorable policies all made 2017 a...

2018 Investing Themes

Supertrends

What do technology, defense and infrastructure investments have in common? They are all...

2018 Investing Themes

Eurozone Revival

The eurozone revival became the surprise economic story of 2017, as years of monetary stimulus...

2018 Investing Themes

Inflation Is Coming Back

After years of rock-bottom interest rates and quantitative easing, inflation is slowly returning...

News

Lessons From 2017

2017 was a roller coaster year for the global financial markets, as equities surged, alternative...

ETF Trading Strategies

An Introduction to ETF-Managed Portfolios

The Trump reflation trade may have extended the lifeline on U.S. and global equities, but there’s...

ETF Investing

Why No Investor Is Passive

The debate over passive and active investing has long divided portfolio managers. While both...

ETF Investing

Who Are Authorized Participants?

In the world of exchange-traded funds (ETFs), authorized participants (APs) play an integral...

ETF Investing

Understanding Securities Lending in ETFs

In the world of exchange-traded funds (ETFs), securities lending is a simple process that can...

ETF Investing

ETFs Versus ETNs

The market for exchange-traded funds (ETFs) is bigger than you think. In addition to ETFs, market...

News

ETF Scorecard: November 3 Edition

To help investors keep up with the markets, we present our ETF Scorecard. The Scorecard takes a...

News

Trending: Catalonia's Push for Independence Continues

ETFdb.com analyzes the search patterns of our visitors each week. By sharing these trends with...

News

ETF Scorecard: October 27 Edition

To help investors keep up with the markets, we present our ETF Scorecard. The Scorecard takes a...

News

Trending: Palladium Soars on Global Growth; Dow Hits Record High on Earnings

ETFdb.com analyzes the search patterns of our visitors each week. By sharing these trends with...

News

ETF Scorecard: October 20 Edition

To help investors keep up with the markets, we present our ETF Scorecard. The Scorecard takes a...

News

Trending: Banks and Insurers Push Wall Street to Record Highs

ETFdb.com analyzes the search patterns of our visitors each week. By sharing these trends with...

ETF Investing

Six Investing Tips for New College Grads

Despite an improving labor market, college grads face an uphill battle translating their skills...

The Best ETFs to Play the German Elections

What's Next for Germany Post-Elections?

German Chancellor Angela Merkel has secured her fourth term in office after her conservative...

The Best ETFs to Play the German Elections

The German Elections' Impact on the Eurozone

Germany heads to the polls next week in a high stakes general election that will almost assuredly...

2017 Morningstar ETF Conference

Why Passive Investing Increases Corporate Governance and Activism

Since the 2008 financial crisis, market participants have acted increasingly on the realization...

ETF Industry

The Upcoming NAFTA Renegotiation and Its Impact on Equity Markets

Efforts to renegotiate the North American Free Trade Agreement (NAFTA) are officially underway,...

ETF Industry

NAFTA's Effect on North American Trade Over the Past 20 Years

The North American Free Trade Agreement (NAFTA) has had a profound impact on the economies of the...

Fixed Income ETFs

Why Smart Beta Has Not Proliferated in the Fixed Income Space

Smart beta has gained widespread attention in recent years, as investors look past traditional...

ETF Industry

Why ESG Investing Needs More Precision and Clarity

It’s hard to believe that roughly 26% of professionally managed money worldwide is pegged to...

News

ETF Scorecard: July 14 Edition

To help investors keep up with the markets, we present our ETF Scorecard. The Scorecard takes a...

News

ETF Scorecard: July 7 Edition

To help investors keep up with the markets, we present our ETF Scorecard. The Scorecard takes a...

PRO
News

Buy on the Dip Prospects: June 19 Edition

Below is a look at ETFs that currently offer attractive buying opportunities.

The ETFs included...

PRO
News

Sell on the Pop Prospects: June 19 Edition

Here is a look at ETFs that currently offer attractive short selling opportunities.

The ETFs...

PRO
News

High-Yield Prospects: June 18 Edition

Here is a look at ETFs that currently offer attractive income opportunities. The high-yield...

PRO
News

Best & Worst Weekly Performers: June 17 Edition

Here is a look at the 25 best and 25 worst ETFs from the past trading week. Traders can use this...

ETF Industry

What the DOL Fiduciary Rule Means for You

Up until recently, the fiduciary standard of care was an alien concept to many in the financial...

ETF Industry

Implications of the Escalating ETF Fee Wars

The growth and widespread adoption of exchange-traded funds (ETFs) has created intense...

The Best ETFs to Play the French Election

France Votes Macron In: European Risk Reduced

French voters backed Emmanuel Macron over Marine Le Pen in convincing numbers Sunday, capping off...

The Best ETFs to Play the French Election

Will France Leave the EU Next?

The United Kingdom’s decision to leave the European Union (EU) was a watershed moment in recent...

ETF Industry

Competition Heating up Among Global ETF Exchanges

Demand for exchange-traded funds (ETFs) is expanding at a rapid pace, feeding into a...

PRO
News

Buy on the Dip Prospects: April 17 Edition

Below is a look at ETFs that currently offer attractive buying opportunities.

The ETFs included...

PRO
News

Sell on the Pop Prospects: April 17 Edition

Here is a look at ETFs that currently offer attractive short selling opportunities.

The ETFs...

PRO
News

High-Yield Prospects: April 16 Edition

Here is a look at ETFs that currently offer attractive income opportunities. The high-yield...

PRO
News

Best & Worst Weekly Performers: April 15 Edition

Here is a look at the 25 best and 25 worst ETFs from the past week. Traders can use this list to...

PRO
News

Buy on the Dip Prospects: April 10 Edition

Below is a look at ETFs that currently offer attractive buying opportunities.

The ETFs included...

PRO
News

Sell on the Pop Prospects: April 10 Edition

Here is a look at ETFs that currently offer attractive short selling opportunities.

The ETFs...

PRO
News

High-Yield Prospects: April 9 Edition

Here is a look at ETFs that currently offer attractive income opportunities. The high-yield...

PRO
News

Best & Worst Weekly Performers: April 8 Edition

Here is a look at the 25 best and 25 worst ETFs from the past week. Traders can use this list to...

ETF Investing

ETF Closures: How to Manage and Avoid Them

The growth and widespread proliferation of exchange-traded funds (ETFs) has transformed the...

PRO
News

Buy on the Dip Prospects: April 3 Edition

Below is a look at ETFs that currently offer attractive buying opportunities.

The ETFs included...

PRO
News

Sell on the Pop Prospects: April 3 Edition

Here is a look at ETFs that currently offer attractive short selling opportunities.

The ETFs...

PRO
News

High-Yield Prospects: April 2 Edition

Here is a look at ETFs that currently offer attractive income opportunities. The high-yield...

PRO
News

Best & Worst Weekly Performers: April 1 Edition

Here is a look at the 25 best and 25 worst ETFs from the past week. Traders can use this list to...

PRO
News

Buy on the Dip Prospects: March 27 Edition

Below is a look at ETFs that currently offer attractive buying opportunities.

The ETFs included...

PRO
News

Sell on the Pop Prospects: March 27 Edition

Here is a look at ETFs that currently offer attractive short selling opportunities.

The ETFs...

PRO
News

High-Yield Prospects: March 26 Edition

Here is a look at ETFs that currently offer attractive income opportunities. The high-yield...

PRO
News

Best & Worst Weekly Performers: March 25 Edition

Here is a look at the 25 best and 25 worst ETFs from the past week. Traders can use this list to...

ETF Industry

Rapid ETF Proliferation and the Impact on Financial Markets

Since its inception in 1993, the exchange-trade fund (ETF) industry has experienced dramatic...

ETF Industry

NAV Versus iNAV: An Introduction to Net Asset Values

When it comes to value investing, there’s an important distinction between an asset’s apparent...

Yuan Devaluation

The Yuan: Pegged or Not, That Is the Question

China’s yuan policy has caused quite the stir in recent times. In August 2015, it was at the...

The Best ETFs to Play the Brexit Negotiations

UK's Path to Leaving the EU

The United Kingdom officially filed divorce papers to leave the European Union on March 29, 2017...

ETF Investing

Smart Beta Investing: Index Construction and Methodology

The growth and widespread adoption of smart beta investing reflects the need to look past...

2017 Investing Themes

Actively Navigating Geopolitical Risks

2016 was a challenging year for investors, as seismic events in the global political economy...

2017 Investing Themes

Rising Interest Rates Are a Boon to Precious Metals Prices

Precious metals slumped in the final quarter of 2016 as it became apparent the Federal Reserve...

2017 Investing Themes

Capitalizing on the Planned Surge in Global Infrastructure Spending

For any modern society to function effectively, a stable infrastructure framework is necessary....

ETF Investing

The Hidden Risks and Costs of ETFs

The market for exchange-traded funds (ETFs) has grown dramatically over the past decade, as...

PRO
News

Best & Worst Weekly Performers: January 7 Edition

Here is a look at the 25 best and 25 worst ETFs from the past trading week. Traders can use this...

Actively Managed ETFs

The Rise of M&A ETFs: A Strong Signal the Bull Market Is Ending

While 2015 was a record year for mergers and acquisitions (M&As), 2016 is shaping up to be a...

PRO
News

Best & Worst Weekly Performers: December 24 Edition

Here is a look at the 25 best and 25 worst ETFs from the past trading week. Traders can use this...

PRO
News

Best & Worst Weekly Performers: December 17 Edition

Here is a look at the 25 best and 25 worst ETFs from the past trading week. Traders can use this...

PRO
News

Buy on the Dip Prospects: December 12 Edition

Below is a look at ETFs that currently offer attractive buying opportunities.

The ETFs included...

PRO
News

Sell on the Pop Prospects: December 12 Edition

Here is a look at ETFs that currently offer attractive short selling opportunities.

The ETFs...

PRO
News

High-Yield Prospects: December 11 Edition

Here is a look at ETFs that currently offer attractive income opportunities. The high-yield...

PRO
News

Best & Worst Weekly Performers: December 10 Edition

Here is a look at the 25 best and 25 worst ETFs from the past trading week. Traders can use this...

ETF Investing

How Will Robo-Advisors Impact the Future of Investing?

The rise of the robo-advisor represents one of the most profound shifts in FinTech. It also...

Technology ETFs

Top ETFs That Use AI to Pick Holdings

Information technology has changed the very nature of the financial markets, sparking a FinTech...

ETF Investing

Smart Beta ETFs Can Help You Navigate The Market Cycle

Over the past decade, the ETF market has expanded in size, scope and complexity. Once designed to...

ETF Investing

6 Best Practices for Executing ETF Orders

Exchange-traded funds (ETFs) trade somewhat differently than individual securities or even mutual...

ETF Investing

Election-Resilient ETFs to Buy

As election uncertainty looms, investors will be looking for defensive plays in the ETF market to...

News

ETF Scorecard: October 14 Edition

To help investors keep up with the markets, we present our ETF Scorecard. The Scorecard takes a...

News

Trending: Pound and U.S. Dollar Continue on Divergent Paths, Natural Gas Climbs Higher

The British pound and U.S. dollar diverged sharply this week, as talks of geopolitics and...

Yuan Devaluation

China’s Currency Policy Appears to Be Working as Yuan Joins IMF’s Elite SDR Basket

On October 1, China’s yuan joined the International Monetary Fund’s (IMF) basket of reserve...

News

Trending on ETF Database: Volatility Makes Its Return to the Financial Markets

A closely followed measure of stock market volatility surged this week reaching its highest level...

News

Trending on ETF Database: Dollar Discount, Geopolitics Drive Commodities and Emerging Market Stocks

Global commodity prices ranging from precious metals to crude oil surged this week, as the...