On this #AprilFoolsDay it’s no joke that carbon taxes are here Canada. They won’t work at all. They will just make life more expensive. Read what Bill Gates is doing about it. Science will solve the climate challenge, it’s clear where investments need to be
The most ridiculous central bank comment of the day so far has come from Europe. ECB Executive Board member Benoit Coeure said today that “a negative yield in the German 10 yr bund yield has more to do with excess savings than it has to
I’m quite excited this week to celebrate the 12th anniversary of Berman’s Call and in September, the 20th anniversary of BNN Bloomberg (ROBTV). Unfortunately, investors have not had that much to celebrate and the future does not look much better in some respects. Average returns
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
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)
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.
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
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
This week we talk to the head of the first active ETF company in Canada, Steve Hawkins, President & CEO, Horizons ETFs Management Canada. Horizons was the first to bring active ETFs to the market. To be fair, I did not think active ETFs would
The research into sources of returns in portfolios dating back to the late 1980s in the Beebower, Brinson, and Hood study. It concludes that tactical asset allocation is by far the most important determinant of the bottom line outcome versus security selection (picking specific stocks