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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