ETF Insight Articles

  • Decidedly Neutral … (TWTW – Apr 10-14, 2017) April 17, 2017 - Decidedly Neutral … the Bank of Canada’s statement maintaining rates unchanged while reflecting on recent stronger economic data that saw Governor Poloz take the rate cut possibility raised in January off the table … On another front, marijuana captured quite a few headlines as Canada looks poised to be the first G7 nation legalizing it … while introducing legislation aimed Continue Reading
  • Gannatti – Talking about WisdomTree and what it brings to the table … April 11, 2017 - It is noteworthy that while Japan has been underperforming thus far in 2017, flows have remained positive. On the flipside of that, political concerns regarding Europe have seen flows turn significantly negative all the while the region's equities were outperforming. Flows could revert back to Europe in a notable way once the political clouds clear...
  • Two Weeks Away (TWTW – Apr 3-7, 2017) April 9, 2017 - Two Weeks Away – The French Presidential Elections … Hopefully not about to serve us another dose of either BREXIT or Make America Great Again a la Trump … For if it did … all bets would be off as far as stable markets … A Marine Le Pen Presidente would put an end to the EURO, turn France inward Continue Reading
  • Q1 Performance Highlights – All about … Emerging! A rather notable change April 5, 2017 - Q1 2017 can be characterized as a quarter in which it would have been difficult to lose money – absent having made “bets” on either a return of volatility, or having been caught wrong footed on commodity trades in the energy arena. EM ETFs enjoyed strong relative performance versus their developed markets peers, and NASDAQ’s handily beat that of the Continue Reading
  • Suspended Reality … (Perspectives – April 2017) April 5, 2017 - Suspended Reality … US Rates are headed higher; while elsewhere looking set to continue on their low or non-existent trajectory for longer still, yet the USD bullish stance of market participants has generally disappeared. US equities are consensus-wise considered pricey, the Eurozone just entered the twilight zone of post article 50 delivery uncertainty, as Britain’s PM Theresa May made good Continue Reading
  • Brexit = Scots Out? (TWTW – Mar 27-31, 2017) April 2, 2017 - Brexit = Scots Out? With British PM Theresa May delivering the “letter” triggering article 50 of the Lisbon Treaty – the natural question is: What’s next? Other than an anticipated painful 2 years of negotiations between the EU and the UK? In the meantime, will the UK itself face an existentialist moment as it faces possibly similar kind of dynamics Continue Reading
  • 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