Insights: Hamilton ETFs

Canadian Banks: Rob Wessel on BNN Bloomberg

Rob Wessel was on BNN Bloomberg last week for the beginning of Canadian bank earnings to discuss TD Bank results and what they could mean for the rest of the group. He also provided his thoughts on: (i) TD Bank’s anti-money laundering probe; (ii) risks of mortgage resets; and (iii) the catalysts needed to drive better performance from Canadian bank stocks going forward. BNN Bloomberg: Rob…

U.S. Mid-Cap Financials — HUM Outperforms with Considerable Recovery Upside Remaining

The U.S. financials have been showing strong momentum this year outperforming the S&P 500[1], fueled by increased economic optimism and investor sentiment. The Hamilton U.S. Mid-Cap Financials ETF (HUM) has been the top performing U.S. financials/ banks ETFs in Canada since inception (see below). That said, following earnings season, the large-cap financials, which typically set the tone for the rest of the sector, are leading the…

The Case for Australian Banks in Canadian Portfolios

It is well known that Canadian investors favour their domestic banking oligopoly for its history of solid growth and stable dividends. What is less well known is that Australia is home to one of the world’s best banking sectors, with nearly identical long-term returns and dividends to those of the Canadian banks. A desire to provide investors with diversification to another world class banking sector in…

HFG — The Secret Bull Market in Global Financials

The Hamilton Global Financials ETF (HFG) continues to benefit from excellent performance, having materially outperformed Canadian financials in the last 1, 2, and 3-year periods with lower volatility. Despite the global financial sector’s strong performance over the last six months, there has been remarkably little discussion about it as current interests (AI, the “magnificent 7”, and a fixation on the Federal Reserve/the path for interest rates)…

Video: History Favours the Canadian Banks in 2024

The Canadian banks had a negative return of more than 10% for the 2-year period ending October 31st*. In this 5-minute video, Rob Wessel discusses how rare of an event this has been over the last 20 years, what it has meant in the past, and what this could mean for the Canadian banks in 2024. Tax Loss Switch Ideas: Below we highlight our suite of…

HBND: Frequently Asked Questions

With the launch of the Canada’s first covered call fixed income ETF[1], the Hamilton U.S. Bond YIELD MAXIMIZER™ ETF (HBND), we have been fielding lots of questions from interested advisors and investors. In our HBND FAQ video, we answer some of the most common questions, including: How does HBND generate a 10%+ target yield? Where does HBND fit in your portfolio? How tax efficient is the…

Canadian Banks Q4 Earnings: Does Worse = Better?

Does worse = better for the Canadian banks when they report Q4 earnings later this month? In this 10-minute video, Rob Wessel discusses three ways the banks might “clean-up” fQ4 earnings to try to set the stage for an improved f2024. Tax Loss Switch Ideas: With Canadian banks down over the last two years and trading at depressed valuations, we highlight our suite of Canadian bank ETFs…

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