ETF Insight

Uncertainty … markets hate uncertainty … And yet that’s exactly what we got in recent days, courtesy of that South Africain strain of Covid-19 by now labelled “Omicron”. So, bit spike in volatility last Friday, some calm Monday, renewed freak-out Tuesday, and … some reprieve Wednesday. More of the same…

Extrapolative Expectations – now figures in the Vocabulary of Central Bankers, as this past week, the Bank of Canada used that descriptive as possibly being at play, and a risk, as pertains to a Canadian Real Estate market its significant stimulus efforts served to propel to unprecedented highs … Read…

Ben, Janet, Jerome & the Gang – As this coming week bring forth the notion of there possibly being a change of figurehead at the almighty US FED – will a Jerome make room for a Lael? – the key takeaway might well be that it really doesn’t matter! After…

Twitter Poll – So last week-end, Elon Musk decided to poll his followers on the topic of whether or not he should sell some of his shares in TESLA, which of late, had been on quite a tear (I guess bolstered by a) a significant and expected incoming order from…

Let me start by suggesting that tomorrow be decreed International vaccination news day – as a nod to the fact that it was 6:45 am (EST) November 2020 that the news of a Pfizer / BioNtech vaccine surprised virtually EVERYONE … That said, I wanted to take a look at…

All good? So the FED has – in one of the most widely anticipated and widely communicated moves … – announced it would begin the process of scaling back its highly market supportive bond purchases, starting later this month => Click HERE! and markets? … far from having a hissy…

Typically, when commenting on growth in the Canadian ETF space, the longer term growth rate stands at anywhere between 20-25% year after year. Looking at Vanguard, the 3rd largest provider in Canada from Oct 2020 to Oct 2021, that growth rate has been spectacularly surpassed: +64.8% y/o/y overall. Long term…

Whether as a nod to COP26, kicking off in Glasgow Oct 31, and going on until November 12, or not … Clean Energy led the performance tables last week: Interestingly, on the sector side of the equation, it is Energy that dominated, as we enter a demand period which is…

Supply chai … Christmas (TWTW Oct 18-22, 2021) Soooo … ESG or not … Christmas, of course, is still … a THING. And, lately, if you have been paying any attention, well, we’ve gone through quite an exercise in disruption with COVID-19. And soo … the latest seems to suggest…

Earnings to the rescue – Markets have had a rough go of it through September (see below for performance data speaking to that – 1 month to Sept 30, and YTD through BMO ETFs) and early October. Then US payrolls missed the mark by a wide margin (but hey, that’s…