ETF Insight

04 Feb: At odds? (TWTW – Jan 27-Feb 3, 2022)

At odds – Friday’s NFP and the US FED current policy stance (higher for longer?) suggests market participants anticipating rate cuts in H2, 2023 might be at odds with Central Bankers, which … could cause some problems for markets in not too distant future … Friday was possibly a preview…

01 Feb: Fast and Furious …

Fast and Furious came to mind when i tried to wrap my head around the gains registered since the turn of the year. It isn’t, after all, as if we got to see these kind of returns everyday: Monthly returns for January 2023: Sectors; I don’t know how it will…

01 Feb: 2023 => Ready? Or not?

As the saying goes: So the first few days of the New Year … so goes the remainder of the year. Wish it were that simple, of course … For as read elsewhere, it is probably more advisable to take into account the fact that the rally that begun around…

19 Dec: And here is how to go about getting your CE Credits for the 9th Annual ETF Conference:

Dear ETF Conference registrant: The 9th Annual ETF Conference – presented by ETFinsight, in partnership with CREDO Consulting – was another great event featuring high-calibre presenters, tackling timely topics and discussions. Together, 35 presenters and panellists participated in 19 engaging and insightful sessions contributing to a successful 9th Annual ETF…

06 Dec: Bear market? What bear market?

Looking at performance across geographies, factors, and asset classes (ok maybe just corporate bonds versus governments when looking at bonds), post a robust performance month of November, it strikes me as astonishing  that for all of the Bear market talk, the % declines (aside perhaps from Canadian RE and Long…

04 Dec: New Bull? Performance overview to Dec 2, 2022

Will they do 50 bps next time around (Consensus Thursday), versus will they do 75 bps (earlier consensus) on account of latest NFP? Will markets continue on the uptrend underway since mid October? Weekly performance to Dec 2, 2022 Sectors Noteworthy: The notion that the FED is on the cusp…

03 Dec: Mismatch … is that going to be a problem …?

Mismatch – definition:  “a failure to correspond or match; a discrepancy. “a huge mismatch between supply and demand” Mismatch is something we’ve all encountered before, and in the world of finance, it can cause very significant problems … Remember the ABCP fiasco back in 2007 in Canada? As a refresher – Have…