ETF Insight Articles

  • Between Unimpressive & somewhat negative (Perspectives – January 2018) January 8, 2018 - Between Unimpressive & somewhat negative (David Lafferty, Chief Market Strategist, Natixis) – With that as backdrop in terms of outlook for bonds, the question is: Have we seen the full effect of the great rotation? Are 2017’s generally stellar returns all attributable to rising profits and the beneficial effects of a synchronized and strengthening global economy? Or – is there Continue Reading
  • Bitcoin: I’ll give you Volatility (TWTW – Dec 18-22, 2017) December 28, 2017 - Bitcoin: I’ll give you Volatility –  Remember how, until Bitcoin started grabbing all the headlines a few months ago, it was all “Trump tweeted this …”, “Trump tweeted that…”?At the time, Bitcoin short-circuiting the Prez’s endless stream of Tweets was welcome … Now … not so sure anymore… To top it all off, Bitcoin ETFs are in the cards… Really? Oh Continue Reading
  • Rationale Exuberance (TWTW – Dec 11-15, 2017) December 18, 2017 - Rationale Exuberance – David Kostin, Chief U.S. Equity strategist at Goldman Sachs,  describing the stock market recently, in a tongue in cheek reference to the famous Alan Greenspan 1996 warning against Irrational Exuberance … The fact that the bullmarket we’re in has repeatedly been described as the most hated in history has kept animal spirits – at least that is Continue Reading
  • 2018 – True Normalization? December 12, 2017 - 2018 – True Normalization? –  With one more 2017 rate hike expected from the US Federal Reserve this Wednesday, market participants’ attention is shifting to thinking about 2018, and the pace of FED hikes for the year ahead. Will it be 4 hikes as “telegraphed” by the FED itself, or something closer to what markets are pricing in, which is Continue Reading
  • Horizons ETFs brings “ROBO” to Canada December 5, 2017 - Looking to diversify beyond Tech through Technology? ROBO's exposure extends to many additional sectors ...
  • 2018 – Onward & Upward? (Perspectives – December 2017) December 4, 2017 - 2018 – Onward & Upward? 2017 will by then have gone down as the year when volatility didn’t return, Bitcoin rocketed upward, “Normalization” took hold, the economic recovery turned Global and synchronized, and … seemingly no matter what the headlines, stocks rose … (Notice how I didn’t mention a certain prominent US political figure here …) The USD disappointed, Europe was Continue Reading
  • Energy Czar (TWTW – Nov 20-24, 2017) November 27, 2017 - Energy Czar – OPEC meets in Vienna this coming Thursday, with expectations revolving around whether or not production cuts will be extended to possibly as far out as the end of 2018 … This may well be the case, in as much as both the Saudis, and the Russians need high oil prices – with Russia’s Putin now considered by Continue Reading
  • Sid the Kid, Part Deux … Worthy yet? November 21, 2017 - Bottom line – call it high conviction, call it higher octane, call it higher FANG content … (and thus maybe potentially harmful to your financial health? although I only see Netflix listed amongst holdings) … BUT for the moment … whatever you call it, SID is doing what it’s supposed to. In Sid the Kid part 1, when I was Continue Reading
  • Innnnsane growth: What ETFs are leading AUM growth in 2017? November 20, 2017 - These areas are where some of the heavy lifting of ETF growth in Canada is taking place amongst the Top Tier providers: "Core" ultra low cost; CAD unhedged (amongst which HY exposure); EM; Active Prefs; and TR, with, finally a "legalization" play (HMMJ) somewhat of a surprise ... Would I have thought through CAD 200MM? Nope. Is it there? Yep...
  • New Entrants beware … November 20, 2017 - ETFs in Canada continue to grow rapidly – but still of a relatively smaller base, relative to the Mutual Funds industry … Year-to-date, Aggregate Industry Assets look to have risen by some 24.7%, with additional entrants injecting additional ideas, innovations, and wrinkles onto what already occupied the ETF shelves. Think some of the thematic ones launched recently – Gender Diversity; Continue Reading