Category Archives: Behavioural Finance

Crude and Late Economic Cycles

Last week we had a look at late cycle base metals outlook. We have not done a deep dive on our long term energy outlook for a while. We thought that it would be timely this week with heightened focus on OPEC, Russia, and Venezuela

Metals and Late Economic Cycle

In keeping with this week’s PDAC conference, I thought I’d take a look at base metals ETFs. It’s a sector that is extremely cyclical and can be hot or not for extended periods. The first global base metals ETF was (XME) the SPDR (equal weight)

What If the Market Makes a New High?

A few weeks back I highlighted a hand full of New ETFs that were featured at the Inside ETFs Conference. Today I wanted to do a deeper dive on the Innovator defined outcome ETFs. I mistakenly called them ETNs two weeks ago. They are ETFs.

Back to the Mine: Hidden ETF Gems 2.0

One of the presentations I’m looking forward to later today at the Inside ETFs conference is called the hidden gems. Presenters have been invited to show their best ideas in a rapid-fire segment that will leave you with fresh ideas for your portfolios. There are

Fixed Income: Active vs. Passive ETFs

This week we talk to Barry Allan, President, CEO Chief Investment Officer and Founder of Marret Asset Management (a subsidiary of CI Financial) and manager of the First Asset Enhanced Government Bond ETF (FGO). There are several asset classes where it just makes more sense

Controlling Beta Risk in ETF Portfolios Part 2

I often get asked about when to use covered call ETFs versus similar exposure that does not have the enhanced yield. The general answer is that in sideways to falling markets, a covered call strategy will generally improve your results. For Canadians, the benefit of

Controlling Beta Risk in ETF Portfolios

For years I’ve been preaching the merits of being an active investor versus a passive investor. The unique aspect of my approach is to use passive index strategies with ETFs to make active asset allocation decisions. Asset allocation is far more important than security selection

When the Outlook is Not Clear, We Have Options!

I’ve been asked several times over the past week what happens if Trump sweeps vs. loses both houses of Congress. What if the pollsters are wrong like they were about Trump in 2016. According to Nate Silver of www.fivethirtyeight.com , the guy who was very