ETF Insight Articles

  • Voter Feelings … (TWTW – Mar 20-24, 2017) March 27, 2017 - Voter Feelings … Thus did Canadian Finance Minister Bill Morneau explain the justification for deficits, while delivering the Trudeau Government’s second annual budget – one described by pundits as a “waiting for Trump” kind of budget… The fact that Russia is according to Bloomberg battening down the hatches in anticipation of USD 40/barrel isn’t – if it proves prescient – Continue Reading
  • Inglis – the Longevity challenge … March 23, 2017 - We are living longer. Advances in health care, improvements in diet and enhanced fitness programs have contributed to increased life expectancy, with the current life expectancy in Canada at 81.24 years. It is projected to rise further. According to TD, men born in 1931 have a 2.5% chance of reaching 100 and women 5.1%.  Fast forward 30 years to those Continue Reading
  • Escott: Time to Revisit European Equities March 22, 2017 - As with all investment decisions, your timeframe for comparing investments makes all the difference. European equities are a good example of this: in certain cases they look fairly valued, while under other scenarios they appear very attractive.  The performance of the large European equity markets such as the UK and Germany has been in-line with that of the S&P 500 Continue Reading
  • Feds Creds (TWTW – Mar 13-17, 2017) March 20, 2017 - Feds Creds – Annnnd the FED unsurprisingly hiked Fed Funds by 25 bps this past week. What seems to be the most significant shift in general sentiment, is that now, market participants are actually believing the FED when it comes to the “program”. By the program, we are talking about 3 hikes in 2017. This psychological shift is significant, in Continue Reading
  • Mid-Mar 2017 CDN ETFs: AUM update – Onward and Upward … March 16, 2017 - Aggregate CDN ETFs AUM is estimated to have risen a further $2.1 Billion or so since Feb 28, to Mar 15, 2017, reaching CAD 122.3 Billion in the process. The breakdown between net new issuance and further market gains is about 55% net new, and 45% markets. Net inflows went primarily to BMO (+$548MM); Vanguard (+$180MM); RBC (+$92MM); and Horizons Continue Reading
  • FP – Dividend ETFs drive growth in Smart Beta Sector March 14, 2017 - Yields have been on an upward march since Donald Trump’s election, and with a likely hike to the Fed funds rate coming in March, that trajectory is expected to continue. Relatively speaking, however, yields remain generally paltry in the world of bonds. It is no surprise then to find that dividend ETFs have been at the forefront of growth in Continue Reading
  • Trump Mirage … (TWTW – Mar 6-10, 2017) March 13, 2017 - Trump Mirage … – “Don’t be allured by the Trump mirage of 3 to 4 % growth and the magical benefits of tax cuts and deregulation”… I think what Bill Gross meant is fooled, or lured by … Either way, in his latest Investment Outlook, former bond king Gross sees the risk of interest rates wreaking havoc on an increasingly Continue Reading
  • ROBO & ETF Strategist = Greater access … March 6, 2017 - As press-released earlier today, Forstrong Global – an ETF Strategist and also a manager for Horizons ETF (HGM) – is now accessible through ROBO Advisor Wealthsimple Advisor. With the greater access this provides for Wealthsimple, and the nod to an ETF Strategist for Forstrong, both no doubt look forward to a fruitful partnership, and greater market penetration overall. On a Continue Reading
  • $3.2 T (TWTW – Feb 27-Mar 3, 2017) March 6, 2017 - $3.2 Trillion – The gains in U.S. share values since Trump’s election … as tweeted by the Tweeter in Chief himself #takingcreditfor, Donald Trump. As for the Donald’s address to Congress – labelled as featuring a far more tempered tone (good) but also little new of substance (not so good) … which didn’t prevent markets to shoot up 300 points in Continue Reading
  • Performance highlights February 2017 – Tier I and II: “Thanks Mr. Marke … Mr Trump”? March 6, 2017 - From worrying about China and Energy a year ago … Markets now continue to move higher on expectations of regulatory relief, upwardly mobile economic growth, and tax cuts/capital repatriation from overseas, courtesy Mr. Donald Trump’s White House. The top and bottom performing ETFs for February, and year-to-date, for iShares; BMO ETFs; Vanguard, and Horizons are shown further below. Here are Continue Reading