ETF Insight Articles

  • latest (11/16) on AUM front: up a tad, with market contribution slightly negative… November 17, 2017 - After a blistering pace of contribution to AUM gains last month,  markets look to have taken back a little since, albeit very modestly so in the aggregate (around -CAD 386MM). As for inflows, they are estimated at around + CAD 1.86 Billion, taking the aggregate AUM up by around 1% since Oct 31, to around CAD 142.8 Billion. Prime winners thus Continue Reading
  • Power … Consolidation? Grab? (TWTW – Nov 6-10, 2017) November 13, 2017 - Power … Consolidation? Grab? When all headlines pointed North Korea’s way, all of a sudden, Saudi Arabia grabbed them… Now, following a purge instituted by new ruler Crown Prince Mohammed bin Salman, the question, whether we are looking a consolidation or grab, is what are the implication for the region, as rising tensions including with Iran present significant risks. As Continue Reading
  • RBC GAM ETFs – Leo awakened? November 6, 2017 - Leo awakened? TD flatlining?
  • All Treats, no Tricks (Perspectives – November 2017) November 6, 2017 - All Treats, no Tricks – Wrapping up what is considered a dangerous month for equity markets historically (to wit, we marked the 30th anniversary of Black Monday on Oct 19), the glaring disconnect for Oct 2017, is that a) market volatility remains extremely well behaved, and more importantly for investors b) market performance has further contributed nicely to fattening their Continue Reading
  • Nothing in Return (TWTW – Oct 23-27, 2017) October 30, 2017 - Nothing in Return – Also known as “Winner Takes all” in Foreign Affairs Minister Chrystia Freeland parlance”, is what the US has in mind when in comes to the current NAFTA re-negotiations … That angle has been confirmed by US  Commerce Secretary Wilbur Ross in a CNBC interview in which he stated “But we’re trying to do a difficult thing. Continue Reading
  • More ETFs … and … More ETFs … from Evolve & Horizons respectively October 25, 2017 - Evolve launches their latest ETF to round out their overall offering, which has taken place rapid fire style since around mid-September : The Evolve Global Healthcare Enhanced Yield ETF (LIFE) – which features (the enhanced part?) a 33% covered call overlay. For more details => Click HERE!  While Horizons rounds out their Guardian Capital managed GPS dividend ETFs with the Continue Reading
  • Really Like Her (TWTW – Oct 16-20, 2017) October 23, 2017 - Really Like Her – President Trump, commenting on FED Chair Janet Yellen, who remains in the running as far as candidates for the position when her current term ends in Feb 2018. Other candidates favored by the President: Jerome Powell, and John Taylor. The decision should be forthcoming shortly, with possibly far reaching implications, seeing that while Janet Yellen is Continue Reading
  • Mid-October (ish) Flows – Industry Nearing CAD 140 Billion AUM October 19, 2017 - Continued records – Aggregate CDN ETF assets look to be nearing the CAD 140 Billion mark ($138.9 Bn at 18/10), powered by a combination of continued strong net issuance (+$2 Bn), and supportive market performance (+$1.5 Bn). That said, that “strong” net issuance number is arguable if we look through the relationship between ZHY and the just introduced ZJK, which Continue Reading
  • Systematically Insulting (TWTW – Oct 9-13, 2017) October 16, 2017 - Systematically Insulting – His (President Donald J. Trump’s) ratio of certitude to knowledge is nearing all times high: How newly minted Nobel Prize in Economics Laureate Thaler described the President – while also observing that current elevated market levels made him nervous … Read more => Click HERE! Latest Developments: Bye Bye – Sears Canada … and the 14,000 jobs Continue Reading
  • ETFs that sell themselves … REALLY (& ridiculously cheap ones to own at that!) October 16, 2017 - I was recently left pondering the following observation: “These ETFs virtually sell themselves …” To be fair, I concluded shortly thereafter, there could be something to the notion. Yes, it may simply have been bravado on the part of someone looking to (once more?) devalue the value proposition of “active asset management” – but then again, why was the observation Continue Reading