The Financial Post published our comment on how the Big Six incumbent banks are likely to benefit most from the trend towards digital banking. Click here to read the full article in the Financial Post.
In The News
Financial Post Opinion: Reserve releases dominated results for Canada’s Big Six banks in Q2
The Financial Post published our comment on how reserve releases dominated results for Canada’s banks in Q2 and how high capital levels should support higher dividends and buybacks. Click here to read the full article in the Financial Post.
Financial Post Opinion: Canadian bank stocks to get a boost with release of $6 to $8 billion in reserves
The Financial Post published our comment on Canadian bank stocks getting a boost from reserve releases. Click here to read the full article in the Financial Post.
Financial Post Opinion: Analysts likely underestimating a recovery in bank earnings, yet again
The Financial Post published our comment on analysts likely underestimating the speed of the recovery in Canadian bank earnings. Click here to read the full article in the Financial Post.
Wealth Professional: Are Big Six banks following a two-stage recovery?
Wealth Professional wrote about our take on the Canadian banks. Click here to read the full article from Wealth Professional.
Wealth Professional on HFT: The investment case for financial-sector innovation
Wealth Professional wrote about our Hamilton Financials Innovation ETF (HFT) and the diversification benefits for investors to gain exposure to its secular and disruptive themes. Click here to read the full article from Wealth Professional.
BNN Bloomberg: ETF provider launches ETF with exposure to Canadian banks saying huge loan-loss provisions are ending
Rob Wessel was on BNN Bloomberg today to discuss the Canadian banks, potential releases of loan loss reserves, and the Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), that launched on October 15, 2020. Click here to watch the interview.
BNN Bloomberg: HSBC Canada reports negative loan loss provisions in encouraging sign for Canadian banks
HSBC Bank Canada sent an encouraging signal for Q3 earnings of Canadian banks by releasing $2 mln of reserves for loan losses. Rob Wessel, Managing Partner of Hamilton ETFs, was quoted by BNN Bloomberg as saying “negative provisions are the likely outcome once the Canadian banks begin to reflect their changing/improving economic assumptions in their reserves.” Click here to read the full article.
BNN Bloomberg: ETF provider offers a bigger way to play Canada’s banks
Rob Wessel was on BNN Bloomberg last week to discuss the Canadian banks, pandemic related loan loss risks, and the Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), that launched on October 15, 2020. Click here to watch the interview.
Wealth Professional on HCAL: With new spin on firm’s mean-reversion strategy, latest offering promises one of the highest yields in its category
Wealth Professional wrote about our newest ETF, the Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), that launched on October 15, 2020. Click here to read the full article from Wealth Professional.
ETF Strategy on HCAL: Hamilton ETFs introduces leveraged Canadian bank mean-reversion strategy ETF
ETF Strategy wrote about our newest ETF, the Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), that launched on October 15, 2020. Click here to read the full article from ETF Strategy.
Globe & Mail on HCAL: If the worst is over for Canadian bank stocks, here’s a strategy
The Globe & Mail was quick to cover our latest ETF, the Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), launching on October 15, 2020. The article below explains how a mean-reversion strategy with a modest 25% of leverage can produce bigger gains while boosting the dividend to more than 6%. If the worst is over for Canadian bank stocks, here’s a strategy The Globe and Mail (Ontario Edition)…