Insights: United States

Replay: Market Outlook with Ed Yardeni (2025-02-05)

Last week, we hosted our 7th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including three potential market scenarios and his probabilities for each. See below for a replay and key takeaways from the webcast.

HAMILTON CHAMPIONS™ Dividend Growth Playbook

Investing in companies that sustain and/or increase their dividends through different economic cycles is widely regarded as a prudent investing strategy, as sustainable dividend policies typically serve as a proxy for identifying high-quality businesses. Companies with a track record of dividend growth often exhibit strong, reliable cash flows, disciplined capital allocation, and a clear commitment to returning value to shareholders. Such an investing approach can provide…

Replay: Market Outlook with Ed Yardeni (Sep. 2024)

On September 24, 2024, we hosted our 6th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including three potential market scenarios and his probabilities for each. See below for a replay of the webcast as well as a written summary.

Higher Income from North American REITs | RMAX

Real estate investing has long been heralded as a solid pathway to passive income, yet the reality often involves much more than simply collecting a rental check. For investors looking to enjoy the benefits of real estate-related income without the hands-on hassles and costs, real estate investment trusts (REITs) offer a liquid and accessible alternative.

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…

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)…

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…

Replay: Market Outlook with Ed Yardeni | The Re-Emergence of Bond Vigilantes

On November 2nd, 2023, we hosted a LIVE Q&A webcast with prominent Wall Street strategist, Ed Yardeni, moderated by Rob Wessel. During the presentation, Ed discussed the re-emergence of Bond Vigilantes and provided his thoughts on U.S. equity markets. Ed has been one of the most influential Wall Street strategists over the last 30 years and is regularly on CNBC and Bloomberg TV.   For more…

Video: Canadian Banks – Weathering the Storm (15 min)

Watch our latest Q&A video update on the Canadian banks with Rob Wessel.  In this 15-minute video, Rob provides our key takeaways from Q2 earnings, thoughts on depressed valuations, and potential risks/catalysts for the sector moving forward.               Disclaimer: Commissions, management fees and expenses all may be associated with an investment in exchange traded funds (ETFs) managed by Hamilton ETFs.…

Market Outlook with Ed Yardeni

On May 11th, 2023, we hosted a Q&A webcast with prominent Wall Street strategist Ed Yardeni, moderated by Rob Wessel. Throughout, Rob asked Ed for his thoughts on (i) U.S. equity markets and why he believes the S&P 500 bottomed on October 12, 2022; (ii) implications of changes in fiscal/monetary policy; (iii) recent events in the U.S. banking sector; (iv) what the yield curve is actually predicting and his…

Video: Canadian Banks – What’s Next?

Watch our 15-minute Q&A video below with Rob Wessel on the Canadian banks, where we discuss key issues including macro volatility, depressed valuations, and recent events in the U.S. CLICK HERE for information on HEB, the lowest-fee Canadian bank ETF.   Disclaimer: Commissions, management fees and expenses all may be associated with an investment in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the…

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