On November 3rd, we hosted the prominent Wall Street strategist, Ed Yardeni, in Toronto for a fireside chat moderated by Jennifer Mersereau and Pat Sommerville, Co-CEOs of Hamilton ETFs. The discussion centered on his “Roaring 2020s” thesis, offering insights into the transformative trends defining the decade ahead.
Commentary: HUM
Ed Yardeni: Investing in the Roaring 2020s
On October 2nd, we had the pleasure of hosting Ed Yardeni for a fireside chat, moderated by Jennifer Mersereau and Pat Sommerville, Co-CEOs of Hamilton ETFs. The conversation explored his “Roaring 2020s” thesis, highlighting the transformative forces shaping this decade.
BNN Bloomberg: JPM, C — Q2 Earnings
Robert Webb, Managing Director and Portfolio Manager at Hamilton ETFs, was featured on BNN Bloomberg’s The Open on July 15th, 2025, where he shared his thoughts on JPMorgan, Citi, and the U.S. financials sector.
Replay: Market Outlook with Ed Yardeni (2025-06-04)
On June 4, 2025, we hosted our 8th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including what is fueling the market’s resilience, where risks still linger, and what could trigger the next move — up or down. See below for the replay.
Hot Picks in Financials (BNN Video)
Robert Webb, Managing Director and Portfolio Manager at Hamilton ETFs, was featured on BNN Bloomberg’s The Open yesterday, where he shared his thoughts on three positions within our actively managed financials ETFs:
Canadian Banks: Toughest Stock Picking Environment in 30+ Years
On February 13, 2025, we hosted a live Canadian bank webcast with Rob Wessel, Executive Chairman & Co-Founder of Hamilton ETFs and one of Canada’s leading experts in the financial services sector. Rob provided his insights into how investors can navigate one of the most challenging stock picking environments for the Canadian banks in over 30 years reviewed how highly material and idiosyncratic valuation issues affecting…
Positive Outlook for U.S. Banks in 2025
The U.S. reporting season for the financial sector has kicked off, and the initial results for Q4 and guidance for 2025 have been largely positive. This optimism is reflected across both large-cap and small/mid-cap (“SMID-cap”) banks, indicating a robust financial landscape ahead, which would be beneficial for the Hamilton U.S. Mid-Cap Financials ETF (HUM)
Hamilton ETFs Confirms 2024 Annual Non-Cash Distributions
TORONTO, December 30, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) confirmed today the annual non-cash distributions (“Non-Cash Distributions”) for its suite of ETFs, all of with trade on the Toronto Stock Exchange, for the year ended December 31, 2024. Please note, this is an update to the estimated Non-Cash Distributions previously announced on December 20, 2024. ETFs are required to distribute any net income…
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. Following earnings season, the large-cap financials, which typically set the tone for the rest of the sector, are leading the way up 13.27% YTD, while the mid-caps are up 7.38%[2] – creating an opportunity for investors (especially those overweight U.S. large-cap banks).
Replay: Market Outlook with Ed Yardeni — Roaring 20s Still Ahead?
On April 2nd, 2024, we hosted a webcast with prominent Wall Street strategist, Ed Yardeni, where he provided his thoughts on U.S. equity markets, how the 2020s might be another ‘Roaring 20s, and what could cloud this optimistic outlook. Ed has been one of themost influential Wall Street strategists over the last 30 years and is regularly on CNBC and Bloomberg TV. For more…
U.S. Financials: Mid-Caps Look Attractive, Despite Clouds (4 Reasons to Invest)
The U.S. mid-cap financials held up very well in 2022, in what was a very difficult year for the global financials. Risks that had not been seen for decades – like inflation – have returned, and the market’s fears that rising central bank rates could trigger a recession remain high. This has resulted in significant compression in price-to-earnings multiples as the market anticipates clouds ahead. Yet,…
Canadian Banks: TD Buys FHN – A Very Strong Fit
After much speculation in recent years about its appetite for additional U.S. bank M&A, TD offered ~US$13.4 bln in cash to buy First Horizon Corporation (FHN)[1], a Tennessee-based regional bank, in late February, almost 15 years since its last “large” U.S. bank acquisition – Commerce Bancorp. In our view, the acquisition offers many strategic benefits given FHN: (i) is an optimal size, adding material scale with…