Dividend growth investing is a popular strategy for identifying high-quality companies with strong fundamentals as businesses that consistently increase dividends typically demonstrate resilience, robust profitability, and a solid return on equity (ROE). For investors, this means a reliable income stream and long-term capital appreciation.
Insights & Commentary
SMVP — Meet the Champions
Dividend growth investing is a proven strategy for identifying high-quality companies with strong fundamentals as businesses that consistently increase dividends tend to demonstrate resilience, robust profitability, and a solid return on equity (ROE). For investors, this means a reliable income stream and long-term capital appreciation.
European Banks: Further Rebound Opportunity
For years, European banks faced significant challenges, from the Global Financial Crisis (GFC) to the European sovereign debt crisis and a prolonged period of ultra-low interest rates. However, through strengthened regulations, improved capital buffers, and operational resilience, they have emerged as stronger and more competitive financial institutions.
What Rising Gold Prices Could Mean for AMAX
Gold prices have been on an upward trajectory, driven by macroeconomic uncertainties, central bank demand, and persistent inflationary pressures. While gold itself offers a hedge against market volatility and currency risk, gold mining companies present an additional opportunity by combining exposure to rising gold prices with tangible cash flows and dividends.
SMVP: Navigating the Downturn
U.S. equity markets have struggled so far in 2025, with the S&P 500 declining over 8% since its peak on February 19, 2025[1], and erasing much/all the post-presidential election gains. A key driver of this decline is the index’s heavy concentration in the technology sector, which accounts for approximately 30% of the S&P 500.
HBND — Monetizing Bond Market Volatility
Uncertainty continues to grip the bond market as shifting economic policies, geopolitical tensions, and the hypersensitivity to the Federal Reserve’s next move keep volatility elevated. With a new U.S. administration, ongoing policy uncertainty, and lingering concerns over inflation and tariffs, investors are facing a fixed-income landscape where volatility appears likely persist well into 2025.
Investing Beyond the Magnificent 7
The Evolving Landscape of the S&P 500 The S&P 500 has long been the benchmark for U.S. equity exposure, reflecting the performance of America’s largest publicly traded companies since its inception in 1957. Over the years, its composition has naturally evolved alongside market trends and industry shifts. One of the most significant shifts in recent history has been the growing dominance of the technology sector. Advances…
BMO/BNS Q1 2025 Takeaways (BNN Video)
Canadian bank earnings season began with BMO and BNS reporting Q1 results. On Tuesday February 25th, 2025, Rob Wessel was on BNN Bloomberg discussing: (i) valuations and key takeaways; (ii) the impact of the U.S. ‘wildcard’ on the Canadian economy and banking sector, and (iii) opportunities for fiscal policies to boost Canadian Bank stocks.
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…
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…
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)