Commentary: HFT

Is the Future of Banking “Open”?

In today’s insight – part four of our financial innovation series – we discuss open banking, open APIs[1] and how the underlying technology has supported the rise of fintech competitors in the U.S., Europe and elsewhere. With Canada expected to introduce open banking regulations in the near to medium term, the topic is timely. Part I: Can Standalone Digital Banks Disrupt the Incumbents? (January 14, 2021) Part…

Market Data M&A Accelerates Pivot to a Digital Future

In today’s insight – part of our financial innovation series – we highlight how a string of large, transformational acquisitions by market data and technology companies in the Hamilton Financials Innovation ETF (HFT) over the course of 2019 and 2020 have boosted the ETF’s exposure to secular investment themes brought forward by the pandemic. Crucially, the acquisitions provide investors in HFT exposure to emerging themes with…

Four Themes Driving Innovation in Global Financials

In our series on financial innovation, we discuss key issues relating to financial technology and innovation impacting the global financial services sector in general and the Hamilton Financials Innovation ETF (HFT) in particular. Launched on June 1, 2020, HFT invests in a blue-chip portfolio of 30+ established global financial services firms benefiting from powerful, secular trends amplified by the pandemic such as growth of digital payments, digitization…

Fintech/Cdn Banks: Can Standalone Digital Banks Disrupt the Incumbents?

In the coming weeks, we will publish a series of insights on financial innovation discussing several powerful secular trends relating to financial technology/innovation and its impact on the global financial services sector. We will also review how these trends influence the investment strategy of the Hamilton Financials Innovation ETF (HFT). Part I: Can Standalone Digital Banks Disrupt the Incumbents? Part II: Four Themes Driving Innovation in…

Hamilton Financials Innovation ETF: Invest in Digital Leaders Reshaping the Financial Sector

When most investors think of the financial sector, they think about the traditional financial subsectors, like commercial banks, investment banks, and insurance. However, the rapid advancement of technological innovation has created an entirely new category of financials and transformed others. In our view, this category has become so large and established that it should comprise a material portion within all investors’ financial sector equity allocations. Not…

Global Financials: The Most Attractive/Important Investment Themes in 2021

Hamilton Global Financials ETF (HFG), which launched on June 26, 2020, is focused on investing in high quality global financial stocks with strong balance sheets, diversified income streams and exposure to favorable, medium- and long-term cyclical and secular trends. This focus aims to provide Canadian investors with diversified exposure to the most attractive themes within the global financial sector while maintaining a volatility profile not materially…

Hamilton ETFs Launches Hamilton Financials Innovation ETF

TORONTO, June 1, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton Financials Innovation ETF (“HFT“). HFT seeks long-term returns from an actively managed equity portfolio by investing in companies located anywhere in the world that are innovating and supporting the financial services sector primarily through the use of data and technology. HFT has closed the offering of…

Global Exchanges, E-Brokers and Fin-Tech: Secular and Structural Growth Drivers Abound

We had the opportunity to meet the management of over a dozen global exchanges, e-brokers and fin-tech firms at a recent conference in New York. Global exchanges and e-brokers have benefitted from multiple secular, regulatory and cyclical tailwinds in recent years, which have resulted in strong growth trajectory and robust stock returns. The Hamilton Capital Global Financials Yield ETF (HFY) [1] has ~4% exposure to exchanges and e-brokers,…

Notes from New York: Cards, Payments and Financial Technology Meetings

We met the management teams of over a dozen payments, cards, exchanges and other related companies in the rapidly growing financial technology sector[1] in New York. The financial technology sector (“Fin-Tech”) is expected to continue to benefit from multiple structural tailwinds including the growth of e-commerce and growing technology adoption. However, high competitive intensity, rapidly evolving consumer preferences and a wide variety of business models (including…

Global Exchanges and E-Brokers: favourable secular and cyclical themes

We met the management of over a dozen global exchanges and e-brokers at a recent conference in New York. Global exchanges and e-brokers have benefitted from secular, regulatory and cyclical tailwinds over the past decade, which has resulted in robust earnings growth and driven strong stock outperformance.  The Hamilton Capital Global Financials Yield ETF (HFY) which is outperforming its benchmark by 270 bps since inception and has a…

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