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The world of options trading has seen a meteoric rise in a new, fast-paced instrument: the Zero-Day-to-Expiration (0DTE) option. These options contracts, which expire the same day they are traded, ...
TORONTO, July 24, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the upcoming monthly and semi-monthly cash distributions for its ETFs. Distributions may vary from period ...
Robert Webb, Managing Director and Portfolio Manager at Hamilton ETFs, was featured on BNN Bloomberg’s The Open on July 15th, 2025, where he shared his thoughts on JPMorgan, Citi, and ...
TORONTO, July 14, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of its suite of DayMAX™ ETFs: Hamilton Enhanced Canadian Equity DayMAX™ ETF (“CDAY”), ...
The world of options trading has seen a meteoric rise in a new, fast-paced instrument: the Zero-Day-to-Expiration (0DTE) option. These options contracts, which expire the same day they are traded, ...
TORONTO, July 3, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the promotion of Jennifer Mersereau as Co-Chief Executive Officer and Co-Founder, and Patrick (Pat) Sommerville ...
TORONTO, June 23, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly and quarterly cash distributions for its ETFs, all of which trade on the ...
Hamilton ETFs Launches USD Version of HAMILTON CHAMPIONS™ U.S. Dividend Index ETF TORONTO, June 13, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of ...
On June 4, 2025, we hosted our 8th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, ...
TORONTO, June 4, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce that it has filed a preliminary prospectus with the Canadian securities regulators for a new ...
Following the release of Q2 results from BMO and National Bank yesterday, Rob Wessel joined BNN Bloomberg to discuss the key takeaways from the quarter, including implications to the other ...
Markets have shown remarkable resilience, bouncing back from the lows seen in early April. But beneath this recent resurgence, a key shift has emerged: significantly elevated volatility. While the broader ...
TORONTO, May 23, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs that pay monthly distributions, all of which trade on ...
The recent decline in crude oil prices has weighed on investor sentiment toward the oil and gas sector. Yet, beneath the surface, fundamentals remain resilient: global energy demand is holding ...
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For centuries, gold has played a key role in preserving wealth and providing financial stability. And while the Gold Standard[1] has long since been abandoned by countries around the world, ...
The healthcare sector remains an industry of focus for investors looking for both resilience and long-term growth. Unlike cyclical industries, healthcare tends to benefit from consistent demand, as medical needs ...
TORONTO, April 28, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton Enhanced Mixed Asset ETF (“MIX”). MIX seeks to replicate, to ...
Robert Webb, Managing Director and Portfolio Manager at Hamilton ETFs, was featured on BNN Bloomberg’s The Open yesterday, where he shared his thoughts on three positions within our actively managed ...
TORONTO, April 23, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs that pay monthly distributions, all of which trade on ...
In today’s volatile market environment, investors focused on long-term growth face a key challenge: how to stay invested in equities while managing risks such as inflation, interest rate uncertainty, geopolitical ...
Over the past 50+ years, U.S. equities have suffered numerous steep declines, from the inflation crisis of the early 1970’s to the current tariff turmoil of 2025. These drawdowns — ...
Rising geopolitical tensions and renewed fears of a tariff-driven trade war have injected fresh uncertainty and volatility into global markets. To help investors make sense of it all, we sat ...
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 ...
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 ...
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 ...
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 ...
TORONTO, March 24, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly and quarterly cash distributions for its ETFs, all of which trade on the ...
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. ...
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, ...
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 ...
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) ...
TORONTO, February21, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, for ...
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 ...
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 ...
TORONTO, February 10, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce it was recently recognized with two FundGrade A+® Awards presented by Fundata Canada Inc.: Hamilton ...
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 ...
TORONTO, January 27, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the first two enhanced ETFs of its new HAMILTON CHAMPIONSTM suite of ...
TORONTO, January 24, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the first two ETFs of its new HAMILTON CHAMPIONS™ suite of ETFs: ...
TORONTO, January 24, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
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 ...
TORONTO, January 20, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton Canadian Financials Index ETF (“HFN“). HFN seeks to replicate, to ...
TORONTO, January 9, 2025 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce that it has temporarily eliminated the management fee for Hamilton Canadian Bank Equal-Weight Index ETF ...
TORONTO, December 30, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) confirmed today the annual non-cash distributions (“Non-Cash Distributions”) for its suite of ETFs, all of with trade on the ...
TORONTO, December 20, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the regular cash and an update to its estimated annual non-cash distributions for its suite ...
TORONTO, December 9, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce it was recently recognized with two awards at the 2024 LSEG Fund Awards [Canada] ceremony: ...
TORONTO, December 5, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announced today the estimated non-cash distributions for the 2024 tax year for holders of certain of its exchange traded ...
Rob Wessel was on BNN Bloomberg yesterday to provide his insights on the Canadian banks as they report Q4 2024 earnings, which began with Bank of Nova Scotia. He also ...
Despite the S&P/TSX 60 Index returning an impressive +25%[1] gain so far this year, not all sectors and stocks have shared in this growth. TD Bank, one of Canada’s largest ...
As of November 29, 2024, the S&P/TSX 60 Index posted a robust +25%[1] year-to-date gain, offering positive returns for many Canadian investors. However, this performance has not been uniform across ...
Tax-loss selling, also known as tax-loss harvesting, is a tax management strategy that helps investors reduce their taxable income by realizing (or ‘crystalizing’) losses on underperforming investments held in their ...
TORONTO, November 22, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
Most investors associate the U.S. economy with innovation and growth, and hence turn to U.S. equities for their potential for superior relative returns. Yet those also looking for reliable monthly ...
Income-focused investors often face trade-offs, particularly when it comes to owning growth sectors like tech, where companies typically reinvest profits into research and development rather than paying dividends. Additionally, while ...
TORONTO, October 24, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
Fixed income investments, such as bonds, have long been favoured by investors for their stability and income-generating potential. However, with rising costs of living and a growing senior population, more ...
On September 24, 2024, we hosted our 6th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, ...
TORONTO, September 20, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly and quarterly cash distributions for its ETFs, all of which trade on the ...
TORONTO, September 13, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton U.S. T-Bill YIELD MAXIMIZER™ ETF (“HBIL“). HBIL seeks to deliver ...
TORONTO, August 23, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
TORONTO, August 23, 2024 – Hamilton Capital Partners Inc. (the “Manager” or “Hamilton ETFs”) is announcing the resumption of trading for the US$ Unhedged Units (“US$ Units”) of its Hamilton ...
Rob Wessel was on BNN Bloomberg yesterday for the beginning of Canadian Bank Q3 Earnings to discuss TD Bank results and what they could mean for the rest of the ...
TORONTO, August 22, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of a US$ Unhedged Unit class of its Hamilton U.S. Bond YIELD MAXIMIZER™ ...
TORONTO, August 15, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announced today an update to the investment risk rating of the exchange traded fund listed below (the “ETF”). ETF ...
Just over three years ago, we launched the Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV), Canada’s first enhanced “all-in-one” covered call ETF. HDIV invests in a portfolio of our YIELD ...
TORONTO, July 24, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
Real estate investing has long been heralded as a solid pathway to passive income, yet the reality often involves much more than simply collecting a rental check. For investors looking ...
Most defensively-minded Canadian investors are well acquainted with the country’s largest utilities stocks – stalwarts like Fortis, Brookfield Infrastructure Partners, Hydro One, and Emera. Historically, the Canadian utilities sector has ...
TORONTO, June 21, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly and quarterly cash distributions for its ETFs, all of which trade on the ...
TORONTO, June 19, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton REITs YIELD MAXIMIZER™ ETF (“RMAX“). RMAX seeks to deliver attractive ...
In our latest video, Rob Wessel discusses the key issues facing TD Bank in light of its recent challenges related to anti-money laundering. In particular, Rob identifies four key issues ...
TORONTO, June 5, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the renaming of its popular suite of YIELD MAXIMIZER™ ETFs (the “ETFs”). Subject to the ...
TORONTO, June 5, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announced today an update to the investment risk rating of the exchange traded fund listed below (the “ETF”). ETF ...
Rob Wessel was on BNN Bloomberg last week for the beginning of Canadian bank earnings to discuss TD Bank results and what they could mean for the rest of the ...
TORONTO, May 24, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
The U.S. financials have been showing strong momentum this year outperforming the S&P 500[1], fueled by increased economic optimism and investor sentiment. The Hamilton U.S. Mid-Cap Financials ETF (HUM) has ...
It is well known that Canadian investors favour their domestic banking oligopoly for its history of solid growth and stable dividends. What is less well known is that Australia is ...
TORONTO, April 23, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
The Hamilton Global Financials ETF (HFG) continues to benefit from excellent performance, having materially outperformed Canadian financials in the last 1, 2, and 3-year periods with lower volatility. Despite the ...
On April 2nd, 2024, we hosted a webcast with prominent Wall Street strategist, Ed Yardeni, where he provided his thoughts on U.S. equity markets, how the 2020s might be another ...
TORONTO, March 27, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announces that, effective today, the legal name of Hamilton U.S. Mid/Small-Cap Financials ETF has been changed to Hamilton U.S. ...
TORONTO, March 27, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announced today an update to the investment risk rating of the exchange traded funds listed below (the “ETFs”). ETF ...
TORONTO, March 21, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly and quarterly cash distributions for its ETFs, all of which trade on the ...
Rob Wessel was on BNN Bloomberg to discuss the catalysts needed to get Canadian bank stocks moving from their low valuations, and if now is the right time to buy.
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Canadian bank earnings season began with BMO and BNS reporting Q1 results. This morning, Rob Wessel was on BNN Bloomberg discussing his key takeaways (see video below).
...
TORONTO, February 22, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
TORONTO, February 6, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the launch of four new Yield Maximizer ETFs: Hamilton Gold Producers Yield Maximizer ETF (“AMAX”), ...
TORONTO, January 29, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce a permanent reduction in the management fees for Hamilton Enhanced Multi-Sector Covered Call ETF (“HDIV”) ...
TORONTO, January 23, 2024 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
TORONTO, January 19, 2024 – Per its press release dated November 17, 2023, Hamilton Capital Partners Inc. (“Hamilton ETFs”) announces that Hamilton Financials Innovation ETF (TSX ticker: HFT) (the “ETF”) ...
TORONTO, December 28, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) confirmed today the annual special cash distributions (“Special Cash Distributions”) for its suite of ETFs, all of which trade ...
TORONTO, December 20, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the regular cash and an update to its estimated annual special cash distributions for its ...
TORONTO, December 4, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announced today the estimated special cash distributions for the 2023 tax year for holders of certain of its exchange ...
Canadian bank earnings season has begun with BNS reporting Q4 results. This morning, Rob Wessel was on BNN Bloomberg discussing whether Scotia’s results are as bad as they look and ...
The Canadian banks had a negative return of more than 10% for the 2-year period ending October 31st*. In this 5-minute video, Rob Wessel discusses how rare of an event ...
TORONTO, November 23, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
TORONTO, November 17, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announced today its intention to terminate Hamilton Financials Innovation ETF (TSX Ticker: HFT) (the “ETF”) in accordance with the ...
With the launch of the Canada’s first covered call fixed income ETF[1], the Hamilton U.S. Bond YIELD MAXIMIZER™ ETF (HBND), we have been fielding lots of questions from interested advisors ...
On November 2nd, 2023, we hosted a LIVE Q&A webcast with prominent Wall Street strategist, Ed Yardeni, moderated by Rob Wessel. During the presentation, Ed discussed the re-emergence of Bond ...
Does worse = better for the Canadian banks when they report Q4 earnings later this month? In this 10-minute video, Rob Wessel discusses three ways the banks might “clean-up” fQ4 ...
Our Chief Options Strategist, Nicolas Piquard, was recently featured in an Advisor Analyst podcast to discuss how investors can benefit from rising volatility in today’s markets by using covered call ...
Nicolas Piquard, our Chief Options Strategist, was interviewed by Wealth Professional Canada Magazine for his thoughts on how investors can benefit from historically high levels of volatility in the bond ...
With growing political opposition to the RBC/HSBC deal being approved, we provide an 8-minute video with Rob Wessel discussing the implications of rising political and regulatory risk for the Canadian ...
TORONTO, October 25, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the launch of the Hamilton U.S. Equity Yield Maximizer ETF (“SMAX”) and Hamilton Technology Yield ...
TORONTO, October 24, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
TORONTO, September 22, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly and quarterly cash distributions for its ETFs, all of which trade on the ...
At the end of August, the S&P/TSX Canadian Diversified Bank Total Return Index (“Canadian bank index”) was lower versus two years earlier – a rare event. In fact, since its ...
À la fin du mois d’août, l’indice de rendement total des banques canadiennes diversifié S&P/TSX (“indice des banques canadiennes”) était inférieur à ce qu’il était deux ans auparavant – un ...
Nick Piquard was on BNN Bloomberg to talk about the launch of the Hamilton U.S. Bond Yield Maximizer ETF (ticker: HBND), which started trading on September 15, 2023 on the ...
TORONTO, September 14, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton U.S. Bond Yield Maximizer ETF (“HBND“). HBND seeks to deliver ...
The Canadian bank index is at roughly the same level it was two years ago – a very rare event[1]. Coming out of COVID, the sector rallied to a new ...
L’indice des banques canadiennes se situe plus ou moins au même niveau qu’il y a deux ans, ce qui est très rare[1]. À l’issue du COVID, le secteur a atteint ...
TORONTO, September 8, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce that it has obtained a receipt from the Ontario Securities Commission for the final prospectus ...
Rob Wessel was on BNN Bloomberg discussing the latest reporting results for the Canadian banks. More specifically, Rob provided his thoughts on how despite Canadian banks being flat over the ...
TORONTO, August 24, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
TORONTO, July 24, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs, all of which trade on the Toronto Stock Exchange, ...
TORONTO, June 23, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly and quarterly regular cash distributions for its ETFs, all of which trade on ...
TORONTO, June 14, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton Utilities Yield Maximizer ETF (“UMAX“). UMAX seeks to deliver attractive ...
Watch our latest Q&A video update on the Canadian banks with Rob Wessel. In this 15-minute video, Rob provides our key takeaways from Q2 earnings, thoughts on depressed valuations, and ...
“We are 10 times larger than we were pre-COVID,” said Robert Wessel when speaking with Wealth Professional Canada Magazine about the firm’s rapid growth. Our AUM is now $2.4 billion, ...
TORONTO, June 2, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce that Nick Piquard will join the firm in the role of Chief Options Strategist, effective ...
Rob Wessel was on BNN Bloomberg discussing the latest reporting results for the Canadian banks. More specifically, Rob provided his thoughts on: (i) rising loan loss provisions and whether credit ...
Wealth Professional Canada Magazine interviewed Robert Wessel for a discussion on the Canadian banks and why they remain compelling for investors looking for a good entry point. Click here to ...
TORONTO, May 24, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
TORONTO, May 24, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce a permanent reduction in the management fee for Hamilton Canadian Bank Equal-Weight Index ETF (“HEB”). ...
On May 11th, 2023, we hosted a Q&A webcast with prominent Wall Street strategist Ed Yardeni, moderated by Rob Wessel. Throughout, Rob asked Ed for his thoughts on (i) U.S. ...
The objective of our ETFs, HDIV and HYLD, is to provide “attractive monthly income”. To accomplish this, we aim to create higher income ETF versions of the S&P/TSX 60 and ...
TORONTO, April 20, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
Watch our 15-minute Q&A video below with Rob Wessel on the Canadian banks, where we discuss key issues including macro volatility, depressed valuations, and recent events in the U.S. CLICK ...
In this insight, we provide an update on the performance of the Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV) and the Hamilton Enhanced U.S. Covered Call ETF (HYLD). While the ...
TORONTO, April 3, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the launch of Hamilton Canadian Bank Equal-Weight Index ETF (“HEB”). HEB seeks to deliver attractive ...
TORONTO, March 24, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announced today an update to the investment risk ratings of the exchange traded mutual funds listed below (the “ETFs”). ...
TORONTO, March 23, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly and quarterly cash distributions for its ETFs, all of which trade on the ...
TORONTO, February 17, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
Avant de parler de HDIV/HYLD, nous voulions souligner le lancement du FNB Sociétés financières canadiennes maximiseur de rendement Hamilton, ou HMAX. Ce FNB d’options d’achat couvertes est composé à ~75 ...
TORONTO, February 15, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the results of the special meeting (the “Meeting”) for Hamilton Enhanced Canadian Bank ETF (TSX: ...
Before we talk about HDIV/HYLD, we wanted to highlight the launch of the Hamilton Canadian Financials Yield Maximizer ETF, or HMAX. This covered call ETF is ~75% Canadian banks and ...
Our overall goal for the Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV) and the Hamilton Enhanced U.S. Covered Call ETF (HYLD, HYLD.U) is to create higher income ETF versions of ...
TORONTO, January 24, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
Les banques canadiennes ont connu une année 2022 très difficile, avec une baisse de 8,9 %, soit la cinquième baisse au cours des 20 dernières années, qui incluent les années ...
The Canadian banks had a very tough 2022 falling 8.9% – just the 5th decline in the last 20 years, which includes financial crisis years of 2007 and 2008[1] (the ...
TORONTO, January 20, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton Canadian Financials Yield Maximizer ETF (“HMAX“). HMAX seeks to deliver ...
Toronto, Ontario – January 13, 2023 – Hamilton Capital Partners Inc. (“Hamilton ETFs” or the “Manager”) announced today a proposal to change the investment objective (the “Proposed Change”) of Hamilton ...
Les financières américaines de moyenne capitalisation se sont très bien tenues en 2022, dans une année très difficile pour les financières mondiales. Des risques qui n’avaient pas été vus depuis ...
The U.S. mid-cap financials held up very well in 2022, in what was a very difficult year for the global financials. Risks that had not been seen for decades – ...
En 2022, notre FNB indiciel équipondéré – banques australiennes Hamilton (HBA), un fonds de premier ordre, a surpassé les 38 FNB financiers concurrents, avec une performance de ~1 %, ce ...
Notre FNB Sociétés financières américaines à moyenne/petite capitalisation Hamilton (HUM, HUM.U) a été le plus performant des FNB financiers américains au Canada – une fois de plus[1]. HUM a maintenant ...
In 2022, our blue-chip Hamilton Australian Banks Equal Weight Index ETF (HBA) outperformed its 38 competitor financials ETFs, by rising ~1%, making it the top performing financials ETF in Canada ...
For HDIV and HYLD, we aim to create higher income ETF versions of the S&P/TSX 60 and S&P 500, respectively. Investors in HYLD will recall we recently swapped HBF for ...
Our Hamilton U.S. Small/Mid-Cap Financials ETF (HUM, HUM.U) was the top performing U.S. financials ETF in Canada – again[1]. HUM has now outperformed its competitor ETFs over the following periods: ...
Le FNB amélioré vente d’options d’achat couvertes multisectorielles Hamilton (HDIV) a surperformé le S&P/TSX 60 de 3,7 % en 2022 (après frais)[1]. Depuis son lancement le 19 juillet 2021, HDIV ...
En se concentrant sur les entreprises de premier ordre, le FNB Sociétés financières axées sur l’innovation Hamilton (HFT) a surperformé tous les ETF fintech au cours des deux dernières années, ...
Notre FNB Sociétés Financières Mondiales Hamilton (HFG) a été le plus performant de sa catégorie en 2022 et a surpassé ses concurrents nationaux et le FNB iShares Global Financials (IXG) ...
The Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV) outperformed the S&P/TSX 60 by 3.7% in 2022 (after fees)[1]. Since it was launched on July 19, 2021, HDIV has outperformed the ...
With its focus on blue-chip firms, the Hamilton Financials Innovation ETF (HFT) outperformed all fintech ETFs in the last two years, including those offered by “high profile” U.S. providers/managers. When ...
Our Hamilton Global Financials ETF (HFG) was the top performing ETF in its category in 2022 and outperformed its domestic competitors and the iShares Global Financials ETF (IXG) over the ...
TORONTO, December 29, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) confirmed today the annual special cash distributions (“Special Cash Distributions”) for its suite of ETFs, all of which trade ...
TORONTO, December 20, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the regular cash and an update to its estimated annual special cash distributions for its ...
TORONTO, December 6, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announced today the estimated special cash distributions for the 2022 tax year for holders of certain of its exchange ...
TORONTO, November 23, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
Malgré la performance des marchés ce mois de novembre, les actions des banques canadiennes sont en baisse d’environ 15 % d’un sommet à l’autre, ce qui reflète l’inquiétude du marché ...
Even with the strong November, Canadian bank stocks are down ~15% peak-to-trough, reflecting the market’s concern of a possible global recession caused by central banks aggressively raising interest rates with ...
As investors in Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV) and Hamilton Enhanced U.S. Covered Call ETF (HYLD, HYLD.U) know, we aim to create higher income ETF versions of the ...
TORONTO, October 24, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
As investors in HDIV and HYLD know, we aim to create higher income ETF versions of the S&P/TSX 60 and S&P 500, respectively by investing in various covered call strategies. ...
On October 13, 2022, we hosted a Market Outlook with Ed Yardeni, moderated by Rob Wessel, in which the prominent Wall Street strategist provided his outlook on U.S. and global ...
TORONTO, September 22, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly and quarterly cash distributions for its ETFs, all of which trade on the ...
Étant donné que le marché a intégré un risque plus élevé de récession, les actions des banques canadiennes ont chuté d’environ 20 % en seulement cinq mois, dont une baisse ...
Un revenu mensuel plus élevé grâce aux sociétés de services publics canadiennes de premier ordre En s’appuyant sur le succès du FNB amélioré banques canadiennes Hamilton (HCAL) – le FNB ...
Higher Monthly Income from Blue-Chip Canadian Utilities Companies Building off the success of the Hamilton Enhanced Canadian Bank ETF (HCAL) – the top performing Canadian bank ETF since its inception[1] ...
As the market has priced in a higher risk of a recession, Canadian bank stocks have declined ~20% in just 5 months, including a ~10% decline since the sector started ...
TORONTO, September 2, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton Enhanced Utilities ETF (“HUTS” or the “ETF”). HUTS has closed ...
TORONTO, August 24, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
TORONTO, July 22, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
1. What types of investors should consider the Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV) and the Hamilton Enhanced U.S. Covered Call ETF (HYLD and HYLD.U)? These two ETFs are ...
1. Quels types d’investisseurs devraient considérer le FNB amélioré vente d’options d’achat couvertes multisectorielles Hamilton (HDIV) et le FNB amélioré options d’achat couvertes américaines Hamilton (HYLD et HYLD.U) ? Ces ...
TORONTO, June 23, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly and quarterly cash distributions for its ETFs, all of which trade on the ...
On June 9, 2022, we hosted a panel discussion on the Canadian banks with Dave McKay and Bharat Masrani, CEOs of Royal Bank and TD Bank, respectively. During the panel ...
Toronto, Ontario – June 7, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the results of the special meetings (the “Meetings”) for Hamilton Enhanced Multi-Sector Covered ...
TORONTO, May 24, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
Toronto, Ontario – May 17, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announces today that the distribution frequency for Hamilton Global Financials ETF (TSX: HFG) has been changed from ...
After much speculation in recent years about its appetite for additional U.S. bank M&A, TD offered ~US$13.4 bln in cash to buy First Horizon Corporation (FHN)[1], a Tennessee-based regional bank, ...
Toronto, Ontario – May 6, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announces today that the risk rating for Hamilton Enhanced U.S. Covered Call ETF (TSX: HYLD, HYLD.U) has ...
Toronto, Ontario – May 6, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce proposed enhancements to its investment fund offerings. Hamilton ETFs is announcing special meetings ...
TORONTO, April 21, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
Hamilton ETFs presents a Q&A with prominent Wall Street strategist, Ed Yardeni, moderated by Rob Wessel. Ed has been one of the most influential Wall Street strategists over the last ...
TORONTO, March 22, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly and quarterly cash distributions for its ETFs, all of which trade on the ...
L’année 2022 commence de façon remarquable pour les banques canadiennes, avec des annonces de fusions et acquisitions attendues depuis longtemps et une autre saison de bénéfices solides. En décembre, nous ...
2022 is off to a noteworthy start for the Canadian banks, with long-awaited M&A announcements and another strong earnings season. In December, we posted our outlook for the year, “Canadian ...
TORONTO, February 16, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
TORONTO, February 7, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton Enhanced U.S. Covered Call ETF (“HYLD“). HYLD seeks to replicate, ...
La Banque de Montréal a récemment annoncé l’acquisition de Bank of the West (BoW), la filiale américaine de BNP Paribas spécialisée dans la banque de détail, pour un montant d’environ ...
Bank of Montreal recently announced the acquisition of BNP Paribas’ U.S. retail banking subsidiary, Bank of the West (BoW) for ~C$20 bln – the largest acquisition in Canadian banking history. ...
TORONTO, January 26, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton Enhanced Canadian Financials ETF (“HFIN“). HFIN seeks to replicate, to ...
TORONTO, January 24, 2022 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
The Financial Post wrote about the potential for Canadian bank dividend increases and our recent analysis of the banks. Click here to read the full article in the Financial Post, ...
During 2021, the Hamilton Enhanced Canadian Bank ETF (HCAL) and the Hamilton Canadian Bank Mean Reversion Index ETF (HCA) outperformed all other Canadian bank ETFs, rising 51.5% and 40.3%, respectively. ...
Dans notre opinion, les investisseurs canadiens devraient avoir une pondération d’au moins 5 % dans l’innovation financière de premier ordre. Cette catégorie présente des perspectives de croissance attrayantes (croissance séculaire ...
TORONTO, December 30, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) confirmed today the annual non-cash distributions (“Non-Cash Distributions”) for its suite of financial services ETFs for the period ...
We believe Canadian investors should have at least a 5% weighting to ‘blue-chip’ financial innovation. The category has attractive growth prospects (secular EPS growth over 25%), high ROEs, and provides ...
Une forte reprise de l’économie australienne est en cours, comme en témoigne la solide croissance des bénéfices des banques australiennes lors de leur dernière période de résultats. Dans cet article, ...
TORONTO, December 21, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the regular cash and an update to its estimated annual non-cash distributions for its ...
HCAL est le FNB bancaire canadien le plus performant en 2021; les actifs sous gestion des FNB Hamilton dépassent 1 milliard de dollars. Avant de discuter de nos perspectives pour ...
HCAL Ends Year #1 as the Top Performing Canadian Bank ETF; Hamilton ETF AUM Exceeds $1 bln Before we discuss our outlook for 2022, we wanted to highlight that the ...
A strong recovery of the Australian economy is underway as evidenced by the solid earnings growth seen at the Australian banks in their most recent reporting season. In this insight, ...
TORONTO, December 6, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announced today the estimated non-cash distributions for the 2021 tax year for holders of certain of its exchange traded ...
TORONTO, November 22, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
Wealth Professional wrote about the Canadian banks and why we believe there’s still room in this recovery for banks to make above-average returns. Click here to read the article.
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TORONTO, November 4, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce that its total assets under management recently surpassed $1 billion. The firm’s AUM has tripled ...
Wealth Professional interviewed Rob Wessel on our very successful year in 2021 as we have more than tripled our assets under management. Click here to read the full article from ...
The Financial Post published our comment on why we believe Canadian bank dividends, in our view, are poised to rise meaningfully over the next few quarters. Click here to read ...
TORONTO, October 21, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
Rob Wessel was on BNN Bloomberg today to discuss our expectations for Canadian bank dividend increases and the performance of our Hamilton Enhanced Canadian Bank ETF (HCAL), which ended its ...
Les dividendes des banques canadiennes, à notre avis, sont sur le point d’augmenter – beaucoup. En août, avant la saison des bénéfices du troisième trimestre, nous avons soutenu qu’il n’y ...
Canadian bank dividends, in our view, are poised to rise – a lot. In August, before Q3 earnings season, we argued there was no policy rationale for the continuing moratorium ...
TORONTO, October 19, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce that in its first year ended October 14, 2021, the Hamilton Enhanced Canadian Bank ETF ...
TORONTO, October 18, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announced today a change in the rebalancing methodology of two exchange-traded funds, Hamilton Canadian Bank Mean Reversion Index ETF ...
TORONTO, September 21, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its suite of financial services ETFs, all of which trade ...
Les tendances en matière de bénéfices au troisième trimestre pour les banques canadiennes ont de nouveau été solides, avec des bénéfices et des niveaux de capital records, tandis que la ...
Q3 earnings trends for the Canadian banks were again strong with record earnings and capital levels, while the ‘three catalyst’ investment thesis – normalization of profits, reserve releases and higher ...
The Financial Post published our comment on why we believe OSFI should allow dividend increases now as there are no policy reasons to support the ongoing moratorium. Click here to ...
Avant d’expliquer pourquoi le BSIF, l’organisme de réglementation canadien, devrait lever son plafond sur les dividendes dès que possible, nous aimerions souligner le lancement récent du FNB amélioré vente d’options ...
1. Quels types d’investisseurs devraient considérer le FNB amélioré vente d’options d’achat couvertes multisectorielles Hamilton, ou HDIV ? HDIV est conçu pour les investisseurs à long terme qui cherchent un ...
TORONTO, August 23, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its ETFs with monthly payouts, all of which trade on the ...
Rob Wessel was on BNN Bloomberg today to discuss the upcoming Canadian banks earnings season and no-fee trading, as well as the Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV), that ...
Before we discuss why the Canadian regulator OSFI should lift its cap on dividends as soon as possible, we would like to highlight the recent launch of the Hamilton Enhanced ...
The Financial Post published a Q&A with Rob Wessel, Managing Partner of Hamilton ETFs, about the ins and outs of covered call strategies and our newest ETF, the Hamilton Enhanced ...
TORONTO, July 22, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash distributions for its Hamilton Canadian Bank Mean Reversion Index ETF (ticker “HCA”) ...
The Globe & Mail wrote about our latest ETF, the Hamilton Enhanced Multi-Sector Covered Call ETF (ticker: HDIV), which started trading on July 21, 2021. The article explains how the ...
Advisor’s Edge wrote about our newly launched Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV). To read the full article, click here.
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TORONTO, July 20, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton Enhanced Multi-Sector Covered Call ETF (“HDIV“). HDIV seeks to replicate, ...
The Financial Post published our comment on how the Big Six incumbent banks are likely to benefit most from the trend towards digital banking. Click here to read the full ...
TORONTO, June 23, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash and special cash distributions for its suite of financial services ETFs, all of ...
The Financial Post published our comment on how reserve releases dominated results for Canada’s banks in Q2 and how high capital levels should support higher dividends and buybacks. Click here ...
Les libérations des réserves ont été mises en évidence dans les résultats des banques canadiennes au deuxième trimestre, ce qui constitue un autre pas en avant pour le secteur dans ...
Reserve releases featured prominently in Q2 earnings results for the Canadian banks, another step forward for the sector in its ongoing credit recovery and just one of the positive catalysts ...
La reprise de l’économie et des banques australiennes s’accélère. Dans cet article, nous expliquons comment le secteur bancaire australien – l’un des plus solides au monde – est fermement entré ...
The recovery of the Australian economy and banks is accelerating. In this insight, we discuss how the Australian banking sector – one of the world’s strongest – has firmly entered ...
The Financial Post published our comment on Canadian bank stocks getting a boost from reserve releases. Click here to read the full article in the Financial Post.
...TORONTO, May 21, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash distributions for its Hamilton Canadian Bank Mean Reversion Index ETF (ticker “HCA”) ...
The Financial Post published our comment on analysts likely underestimating the speed of the recovery in Canadian bank earnings. Click here to read the full article in the Financial Post.
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Dans cet aperçu, nous expliquons pourquoi nous pensons que les libérations de réserves entre 6 à 8 milliards de dollars pour les banques canadiennes arriveront en 2021, ce qui pourrait ...
[Toutes les valeurs sont en dollars américains sauf si indiquer contrairement] Comme nous l’avons noté dans l’aperçu de la semaine dernière, « Sociétés financières américaines : encore attrayantes (en particulier ...
In this Insight, we explain why we believe reserve releases of between $6 and $8 bln for the Canadian banks are coming in 2021, which could have a material impact ...
[All values in U.S. dollars unless otherwise noted] As we noted in last week’s Insight, U.S. Financials: Why They Remain Attractive (Especially the Mid-Caps), the Q4 2020 pick-up in U.S. ...
Dans ce un graphique, nous comparons le profil de volatilité de 1,25 x l’indice SOLCBMRT (Solactive Canadian Bank Mean Reversion Index) – que le FNB amélioré banques canadiennes Hamilton (symbole ...
In this One Chart, we compare the volatility profile of 1.25x the Solactive Canadian Bank Mean Reversion index (SOLCBMRT) – which the Hamilton Enhanced Canadian Bank ETF (ticker, HCAL) seeks ...
TORONTO, April 23, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash and special cash distributions for its Hamilton Canadian Bank Mean Reversion Index ...
[Toutes les valeurs sont en dollars américains sauf si indiquer contrairement] Un an après la baisse des marchés dû à la pandémie, il vaut la peine de revoir rapidement le ...
Dans notre web émission d’octobre, « Canadian Banks – Credit Cycle is (Basically) Over », nous avions correctement prédit que les réserves pour les banques canadiennes culmineraient au T4-20 ...
[All values in U.S. dollars unless otherwise noted] One year on from the market depths of the pandemic, it is worth a quick review of how far the U.S. financials ...
In our October webcast, “Canadian Banks – Credit Cycle is (Basically) Over”, we correctly predicted that reserve builds for the Canadian banks would peak in Q4-20, and that the recovery ...
TORONTO, April 1, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announces that effective as of today’s close the name of its Hamilton Canadian Bank 1.25x Leverage ETF has been ...
In today’s insight – part four of our financial innovation series – we discuss open banking, open APIs[1] and how the underlying technology has supported the rise of fintech competitors ...
TORONTO, March 24, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its suite of financial services ETFs, all of which trade on ...
En octobre 2020, nous avons lancé le FNB amélioré banques canadiennes Hamilton (symbole boursier : HCAL), une version avec un effet de levier modeste de notre FNB indiciel retour à ...
In October 2020, we launched the Hamilton Enhanced Canadian Bank ETF (ticker: HCAL), a modestly levered version of our Canadian bank mean reversion strategy ETF (ticker: HCA), in anticipation of ...
Watch Rob Wessel, Managing Partner of Hamilton ETFs, give an update on three potential catalysts for the Canadian banks in 2021.
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Dans notre analyse d’aujourd’hui – qui fait partie de notre série sur l’innovation financière – nous soulignons comment une série d’acquisitions importantes et transformationnelles effectuées par des sociétés de technologie ...
In today’s insight – part of our financial innovation series – we highlight how a string of large, transformational acquisitions by market data and technology companies in the Hamilton Financials ...
Dans notre série sur l’innovation financière, nous discutons des questions clés liées à la technologie financière et à l’innovation ayant un impact sur le secteur financier mondial en général et ...
In our series on financial innovation, we discuss key issues relating to financial technology and innovation impacting the global financial services sector in general and the Hamilton Financials Innovation ETF ...
TORONTO, January 21, 2021 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash distributions for its Hamilton Canadian Bank Mean Reversion Index ETF (ticker “HCA”) ...
Dans les semaines à venir, nous publierons une série d’articles sur l’innovation financière traitant de plusieurs tendances séculaires liées à la technologie / innovation financière et à son impact sur ...
In the coming weeks, we will publish a series of insights on financial innovation discussing several powerful secular trends relating to financial technology/innovation and its impact on the global financial ...
TORONTO, December 29, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) confirmed today the special distributions for its suite of financial services ETFs for the period ended December 31, 2020. ...
TORONTO, December 22, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the regular cash and estimated special distributions for its suite of financial services ETFs, all ...
All values in U.S. dollars unless otherwise noted. As the year draws to a close, the whipsaw nature of 2020 will not soon be forgotten. When the pandemic struck earlier ...
Wealth Professional wrote about our take on the Canadian banks. Click here to read the full article from Wealth Professional.
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À la fin d’octobre, à l’approche de la saison des résultats, nous avons rédigé un article intitulé, “Canadian Banks: Will Q4 Be a ‘Clean-up’ Quarter?”. Dans cet article, nous avions ...
In late October, with earnings season approaching, we wrote an insight entitled, “Canadian Banks: Will Q4 Be a ‘Clean-up’ Quarter?”. In that note, we predicted the banks would take steps ...
Watch Rob Wessel, Managing Partner of Hamilton ETFs, give an update on the Q4 2020 Canadian bank earnings season:
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Wealth Professional wrote about our Hamilton Financials Innovation ETF (HFT) and the diversification benefits for investors to gain exposure to its secular and disruptive themes. Click here to read the ...
TORONTO, November 23, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash distributions for its Hamilton Canadian Bank Mean Reversion Index ETF (ticker “HCA”) ...
When most investors think of the financial sector, they think about the traditional financial subsectors, like commercial banks, investment banks, and insurance. However, the rapid advancement of technological innovation has ...
Hamilton Global Financials ETF (HFG), which launched on June 26, 2020, is focused on investing in high quality global financial stocks with strong balance sheets, diversified income streams and exposure ...
Rob Wessel was on BNN Bloomberg today to discuss the Canadian banks, potential releases of loan loss reserves, and the Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), that launched on ...
HSBC Bank Canada sent an encouraging signal for Q3 earnings of Canadian banks by releasing $2 mln of reserves for loan losses. Rob Wessel, Managing Partner of Hamilton ETFs, was ...
Note to Reader: We are pleased to announce the launch of the Hamilton Enhanced Canadian Bank ETF (HCAL), which began trading on the TSX on Thursday, October 15th and has ...
TORONTO, October 22, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash distributions for its Hamilton Canadian Bank Mean Reversion Index ETF (ticker “HCA”) ...
Rob Wessel was on BNN Bloomberg last week to discuss the Canadian banks, pandemic related loan loss risks, and the Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), that launched on ...
Wealth Professional wrote about our newest ETF, the Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), that launched on October 15, 2020. Click here to read the full article from Wealth ...
ETF Strategy wrote about our newest ETF, the Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), that launched on October 15, 2020. Click here to read the full article from ETF ...
TORONTO, October 14, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton Canadian Bank 1.25x Leverage ETF (“HCAL“). HCAL seeks to replicate, ...
We are excited to announce the launch of the Hamilton Enhanced Canadian Bank ETF, which will begin trading on the TSX under the ticker HCAL on Thursday, October 15th. HCAL ...
The Globe & Mail was quick to cover our latest ETF, the Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), launching on October 15, 2020. The article below explains how a ...
TORONTO, September 23, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its suite of financial services ETFs, all of which trade on ...
In this insight, we share 6 charts that, in our view, indicate that the Australian banking sector – one of the world’s strongest – has entered the recovery stage of ...
TORONTO, July 24, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash distributions for its Hamilton Canadian Bank Mean Reversion Index ETF (ticker “HCA”), ...
In this insight we review the performance of the Australian banks versus the Canadian banks and discuss why Canadian bank investors should consider the Hamilton Australian Bank Equal-Weight Index ETF ...
TORONTO, June 29, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the launch of four new ETFs (each a “Continuing Fund” and, collectively, the “Continuing Funds”) ...
On June 29, 2020, the Hamilton Global Financials ETF will begin trading on the TSX under the ticker HFG. This new ETF will have a lower management fee and will ...
TORONTO, June 19, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to confirm the cash distributions for its suite of financial services ETFs, all of which trade on ...
Toronto, Ontario, June 18, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce that the special meetings relating to the approval of the previously announced mergers (as ...
TORONTO, June 16, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the estimated cash distributions and estimated final distributions for its suite of financial services ETFs, ...
As all Canadian investors know, the stock prices of the Canadian banks are highly correlated, and the individual banks have generated similar returns over long periods of time. Over the ...
TORONTO, June 1, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs“) is pleased to announce the launch of the Hamilton Financials Innovation ETF (“HFT“). HFT seeks long-term returns from an ...
TORONTO, May 22, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash distributions for its Hamilton Canadian Bank Variable-Weight ETF (ticker “HCB”) and Hamilton ...
In our Insight, Financials: Does COVID-19 Represent a Growth Scare, Credit Event or Crisis (March 25, 2020), we discussed the implications of the global economy moving swiftly into an undetermined ...
Toronto, Ontario – April 28, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the next phase of enhancements to its investment fund platform. Subject to all ...
Toronto, Ontario – April 28, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the next phase of enhancements to its investment fund platform. Subject to all ...
Toronto, Ontario – April 28, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the next phase of enhancements to its investment fund platform. Subject to all ...
Toronto, Ontario – April 28, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the next phase of enhancements to its investment fund platform. Subject to all ...
Toronto, Ontario – April 28, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the next phase of enhancements to its investment fund platform. Subject to all ...
TORONTO, April 23, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash distributions for its Hamilton Canadian Bank Variable-Weight ETF (ticker “HCB”) and Hamilton ...
In our Insight, “Financials: Does COVID-19 Represent a Growth Scare, Credit Event or Crisis” (March 25, 2020), we discussed the implications of the global economy moving swiftly into an undetermined ...
Since we launched our first ETF in January 2016, there have been four significant macro corrections in four years. None of those large and painful corrections represented a crisis, insofar ...
TORONTO, March 24, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the regular cash and estimated special distributions for its suite of financial services ETFs, all ...
The Hamilton Australian Financials Yield ETF (HFA) invests in one of the world’s best financial sectors, anchored by some of the world’s best capitalized banks. As evidence of the quality ...
TORONTO, January 24, 2020 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash distributions for its Hamilton Canadian Bank Variable-Weight ETF (ticker “HCB”) and Hamilton ...
All Canadian bank investors know that expansion into the U.S. personal and commercial (“P&C”) banking sector remains the focal point of capital deployment for the Canadian banks. In fact, US ...
In the 10+ years since the global financial crisis, deal values in U.S. bank M&A have been slow to reach pre-crisis levels. This is notable since in the nearly 25 ...
For the quarter ended December 31, 2019, the Hamilton Global Financials Yield ETF (HFY) returned 4.1% including distributions. In 2019, HFY returned 21.6%, beating the Canadian banks by 750 bps[1]. ...
We had the opportunity to meet the management teams of a dozen Indian banks, insurers and asset managers in the financial capital of Mumbai, India last month. Nearly a year ...
TORONTO, December 27, 2019 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) confirmed today the special distributions for its suite of financial services ETFs for the period ended December 31, 2019. ...
TORONTO, December 20, 2019 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the regular cash and estimated special distributions for its suite of financial services ETFs, all ...
The Hamilton Australian Financials Yield ETF (HFA) recently celebrated its one-year anniversary. Although the global financials and the Canadian banks experienced significant volatility since its launch in December 2018, HFA ...
In April we wrote an Insight in which we explained why we believed the volatility of Canadian bank stocks was likely to rise[1]. Specifically, we cited two reasons: (i) rising ...
On Monday, this year’s third (sizable) U.S. bank merger-of-equals (“MOE”) was announced, continuing a trend we expected following similar transactions early in 2019. We have previously written that after a ...
Since Hamilton U.S. Mid-Cap Financials ETF (USD) (ticker: HFMU.U) was launched in September 2017, the yield curve has flattened. Some market participants have taken this broader market signal to be ...
The Australian financial sector is among the highest quality and strongest in the world (and very similar to that of Canada). Moreover, Australia is one of the wealthiest countries in ...
Hamilton Global Bank ETF (ticker: HBG) holdings reported portfolio-weighted EPS growth of 10% Y/Y[1], driven by strong U.S. banks fundamentals (~60% weight) and a diversified portfolio of global banks (~40% ...
TORONTO, October 28, 2019 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) and Purpose Investments Inc. are pleased to announce that the previously announced merger (the “Merger”) of Purpose Global Financials ...
TORONTO, October 17, 2019 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the monthly cash distributions for its Hamilton Canadian Bank Variable-Weight ETF (ticker “HCB”) and Hamilton ...
TORONTO, October 17, 2019 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) and Purpose Investments Inc. (“Purpose”) are pleased to announce that the special meeting relating to the approval of the ...
We recently returned from a visit to Dallas (our third in four years) where we met with eight banks operating in the Lone Star State. Five of the eight have ...
Three days in New York gave us the opportunity to meet with a broad-based group of financial services companies, largely based in the U.S., but several operating globally. Included in ...
TORONTO, September 23, 2019 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) is pleased to announce the cash distributions for its suite of financial services ETFs, all of which trade on ...
At Hamilton ETFs, the prospects for M&A is one the supporting factors for our investment thesis for the U.S. mid-cap banks, in which both the Hamilton Global Bank ETF (ticker: ...
We recently had the opportunity to meet senior management of over a dozen U.S. mid-cap banks headquartered in the Washington, DC area. Anchored by the capital city, the Washington-Arlington-Alexandria MSA ...
The Hamilton Global Financials Yield ETF (HFY) continues to thrive in a very challenging market, generating excellent returns, with much lower volatility. Year-to-date, HFY has risen ~13.0%, over 800 bps ...
The Australian financial sector is among the highest quality and strongest in the world. It is also very similar to the Canadian financial sector. Arguably, there are no two financial ...
TORONTO, September 3, 2019 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) and Purpose Investments Inc. (“Purpose”) are pleased to announce that they have entered into a purchase and sale agreement ...
Last week, Bank of Nova Scotia reported its Q3 results and its International Banking division generated solid double-digit earnings growth, supported by a strong economic backdrop and acquisitions. Within this ...
Rob Wessel was on BNN Bloomberg this morning to discuss Q3 earnings results for RBC and our outlook for the Canadian banks and the Hamilton Canadian Bank Variable-Weight ETF (HCB). ...
The European banking sector includes some of the world’s largest banks, making its health and profitability very important to the global markets. Given the sustained weakness in the sector (the ...
In Q2 2019, portfolio-weighted EPS[1] grew 12% for the holdings in the Hamilton U.S. Mid-Cap Financials ETF (USD) (ticker: HFMU.U). The growth in the quarter was nearly 200 bps ahead ...
In Q2 2019, the holdings in the Hamilton Global Bank ETF (ticker: HBG) reported portfolio-weighted EPS growth of 14% Y/Y[1], driven by robust U.S. banks fundamentals (~55% weight) and a ...
TORONTO, August 6, 2019 – Hamilton Capital Partners Inc. (“Hamilton ETFs”) announced today that, effective on or about August 7, 2019, the risk ratings of the exchange-traded funds set out ...
TORONTO, August 6, 2019 – Hamilton Capital Partners Inc. is pleased to announce that it is rebranding as “Hamilton ETFs”, reflecting the firm’s commitment to the exchange-traded fund structure ...
TORONTO, July 24, 2019 – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce the monthly cash distributions for its Hamilton Capital Canadian Bank Variable-Weight ETF (ticker “HCB”) and ...
We had the opportunity to meet the management of over a dozen global exchanges, e-brokers and fin-tech firms at a recent conference in New York. Global exchanges and e-brokers have ...
TORONTO, June 21, 2019 – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce the cash distributions for its suite of financial services ETFs, all of which trade on ...
We recently travelled to Nashville to meet with a small group of Tennessee-based banks, all of which operate in the state capital, and half of which are holdings in the ...
New York City in May means a lot of traffic, but also beautiful weather and a chance to catch up with a collection of mid-cap banks from across the U.S. ...
As financial industry specialists and readers of “Too Big to Fail” will know, Rodgin Cohen, a longtime corporate lawyer with Sullivan & Cromwell, is one of the preeminent authorities on ...
The Hamilton Capital Australian Financials Yield ETF (HFA) was launched in December 2018, with a targeted yield of 6.5% or higher, paid monthly (aided by covered calls). The Australian financials ...
In Q1 2019, the holdings in the Hamilton Capital Global Bank ETF (ticker: HBG) recorded portfolio-weighted EPS growth of a robust 12% Y/Y[1], supported by excellent fundamentals of U.S. banks ...
In Q1 2019, the holdings in the Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (ticker: HFMU.U) recorded year-over-year portfolio-weighted EPS growth of a strong 13%[1], or ~500 bps ahead of ...
TORONTO, April 23, 2019 – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce the monthly cash distributions for its Hamilton Capital Canadian Bank Variable-Weight ETF (ticker “HCB”) and ...
In October 2018, we launched the Hamilton Capital Canadian Bank Variable-Weight ETF (ticker: HCB), which seeks to benefit from the historical mean reversion tendencies of the Big-6 banks, especially in ...
In Q4 2018, we expanded our ETF offering to include two ETFs with monthly distributions and exposure to two world-class – and very similar – financial sectors with excellent performance ...
In the almost two years since our last trip to Atlanta, a lot has changed in the banking sector (M&A) and a lot has not (strong growth). The opportunity to ...
TORONTO, March 22, 2019 – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce the cash distributions for its suite of financial services ETFs, all of which trade on ...
At present, the actively-managed Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (ticker, HFMU.U), represents superior value versus a portfolio of the largest U.S. banks, namely Bank of America, JPMorgan, Citigroup, ...
We met the management teams of over a dozen payments, cards, exchanges and other related companies in the rapidly growing financial technology sector[1] in New York. The financial technology sector ...
In case you missed Rob Wessel on BNN this morning, click below for our thoughts on RY earnings, the prospects for the other Canadian banks, M&A and the Hamilton Capital ...
In Q4 2018, the holdings in the Hamilton Capital Global Bank ETF (ticker: HBG) recorded year-over-year portfolio-weighted EPS growth of a robust 21%[1], supported by excellent fundamentals of U.S. mid-cap ...
In Q4 2018, the holdings in the Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (ticker: HFMU.U) recorded year-over-year portfolio-weighted EPS growth of a robust 32%[1], supported by excellent fundamentals including ...
Last week, in our insight “U.S. Bank M&A: Implications of the Largest Deal in a Decade”, we explained why we expect U.S. bank consolidation will accelerate following the BB&T/SunTrust merger, ...
On Thursday morning, BB&T (BBT) and SunTrust (STI), two of the largest banks in the U.S. Southeast, announced a merger of equals (“MOE”). With an aggregate deal value approaching US$66 ...
Morningstar spoke to Rob Wessel, Managing Partner at Hamilton Capital, on the recent developments with Australia’s Royal Commission report and how Canadian’s can gain exposure to Australia with the Hamilton ...
We met the management teams of over a dozen Indian banks, insurers and asset managers in the financial capital of Mumbai, India in December. With real GDP growth of over ...
The Hamilton Capital Australian Financials Yield ETF (HFA) was launched in December 2018, with a targeted yield of 6.5% or higher paid monthly (aided by covered calls[footnote]Sub-advised by Horizons ETFs ...
TORONTO, January 23, 2019 – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce the monthly cash distributions for its Hamilton Capital Canadian Bank Variable-Weight ETF (ticker “HCB”) and ...
TORONTO, December 20, 2018 – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce the cash distributions for its suite of financial services ETFs, all of which trade on ...
Following our October launch of the Hamilton Capital Canadian Bank Variable-Weight ETF (HCB), today we launched the Hamilton Capital Australian Financials Yield ETF (HFA). Both of these ETFs pay monthly ...
It is well known that the Canadian banks performed very well during the financial crisis relative to their global peers, and the U.S. banks in particular. However, what is less ...
All Canadian bank investors know that the sector has experienced very good performance over the past ten to fifteen years. However, most are less familiar with Australia, which actually has ...
Wealth Professional interviewed Rob Wessel, Managing Partner at Hamilton Capital, following the launch of the Hamilton Capital Canadian Bank Variable-Weight ETF (HCB). The interview covers mean reversion trends and how ...
TORONTO, December 14, 2018 – Hamilton Capital Partners Inc. (“Hamilton Capital“) is pleased to announce the launch of the Hamilton Capital Australian Financials Yield ETF (“HFA“). HFA seeks long-term returns ...
In periods of high macro uncertainty/market volatility, certain countries’ financials tend to hold up better – i.e., decline less in corrections. Most prominent among these low beta countries are Canada, ...
Given the media attention given to the U. S. large-cap financials (e.g., JPM, MetLife, AIG), Canadian investors can’t be faulted for sometimes neglecting to diversify into the very large and ...
This has been a tough month for the financials, particularly banks. What made this correction unusual is that throughout October, the financials continued to post very high earnings growth, and ...
Rob Wessel appeared on BNN this morning to talk about the Canadian banks. Rob discussed the implications to the Canadian bank profitability from the earnings reported by the U.S. large-cap ...
TORONTO, October 16, 2018 – Hamilton Capital today announced that the name of its exchange-traded fund, the Hamilton Capital Canadian Bank Dynamic-Weight ETF is, effective immediately, changed to the Hamilton ...
We recently met with the top management of four Chicago-headquartered U.S. mid-cap banks (see related October 9, 2018 “Notes from Chicago – Three Takeaways from the Windy City (Part 2)”). ...
We recently met the top management of four U.S. mid-cap banks headquartered in Chicago (see related October 10, 2018 “Notes from Chicago – What the Banks Said About the Canadian ...
On October 2, 2018, Hamilton Capital and its partners joined the TMX Group to open the market to launch Hamilton Capital Canadian Bank Variable-Weight ETF (HCB;TSX). HCB commenced trading on ...
Despite a very challenging year for global financials/banks, the Hamilton Capital Global Bank ETF (HBG) and Hamilton Capital Global Financials Yield ETF (HFY) are both outperforming their benchmarks, as well ...
In our September 4th, 2018 ETF Manager Comment “HFMU.U Outperforms U.S. Large-Cap Financials in Year #1 Rising 15%, Despite Two Formidable Obstacles” we discussed the performance of the ETF in ...
TORONTO, September 28, 2018 – Hamilton Capital Partners Inc. (“Hamilton Capital“) is pleased to announce the launch of the Hamilton Capital Canadian Bank Dynamic-Weight ETF (“HCB“), Canada’s first Canadian bank ...
On October 2nd, 2018, Hamilton Capital will be launching the Hamilton Capital Canadian Bank Variable-Weight ETF (HCB). This ETF will consist of the Big-6 Canadian banks, rebalanced monthly to capitalize ...
Up ~15%, Despite Two Formidable Obstacles Our Hamilton Capital U.S. Mid-Cap Financials ETF (USD) rose 15% in its first year, outperforming the U.S. large-cap financials index (S5FINL Index). The sheer ...
900 bps Ahead of U.S. Large-Cap Financials In Q2-2018, the holdings in the Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (HFMU.U) have recorded year-over-year portfolio-weighted EPS growth of a robust ...
U.S. Bank Portfolio Outgrows U.S. Bank Peers for the 9th Consecutive Quarter Hamilton Capital Global Bank ETF (HBG) continues to enjoy material outperformance with comparatively low drawdowns. Since inception, it ...
TORONTO, June 22, 2018 – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce that Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (the “ETF”) will be available for purchase ...
On a recent investor roadshow to Texas, we had the opportunity to meet the top management of ten Texas headquartered U.S. banks. The Texas economy is booming (annualized real GDP ...
We met the management of over a dozen global exchanges and e-brokers at a recent conference in New York. Global exchanges and e-brokers have benefitted from secular, regulatory and cyclical ...
On a recent trip through Madrid, Spain we had the opportunity to speak to most of the publicly traded Spanish banks, as well as the Bank of Spain. The Hamilton ...
In Q1-2018, the holdings in the Hamilton Capital U.S. Mid-Cap Financials ETF (USD) [HFMU.U] have recorded year-over-year portfolio-weighted EPS growth of a robust 41%, which is well ahead of the ...
Hamilton Capital Global Bank ETF (HBG) continues to enjoy material outperformance with comparatively low drawdowns. Since inception, it has reported a 19% annualized return and is 14.4% ahead of the ...
TORONTO, Mar. 20, 2018 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce the distributions for its ETFs, the Hamilton Capital Global Bank ETF (ticker “HBG”), the ...
Canadian Western Bank has achieved highly material long-term outperformance versus its larger peers. In this post, we relate its sizeable outperformance to our preference for U.S. mid-cap banks. In our ...
With reporting season now over, we thought we would offer some key takeaways for the four U.S. mega-cap banks (JPM, C, BAC, WFC). Given that these four firms account for ...
With 96% of the fund having reported Q4-2017, the holdings in Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (HFMU.U) have recorded year-over-year portfolio weighted EPS growth of over 18%, which ...
February 26, 2018 by Hamilton Capital Hamilton Capital Global Bank ETF (HBG), continues to enjoy material outperformance with comparatively low drawdowns. Since inception, it has reported a 21% annualized return ...
We have written several times on WFC’s inability to grow EPS and its ongoing regulatory problems. That said, even we were surprised that on Janet Yellen’s last day as Chair ...
In banking, as in most businesses, geography matters. Population growth supports GDP growth, which in turn drives revenue growth. In general, U.S. bank investors divide the U.S. into six distinct ...
With improving GDP growth and monetary policy backdrop in Europe and lower bank valuations, we have increased the exposure to high quality European banks in the Hamilton Capital Global Financials ...
TORONTO, Dec. 29, 2017 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital”) confirmed today the annual distributions of capital gains to unitholders of its ETFs, the Hamilton Capital Global Bank ...
TORONTO, Dec. 19, 2017 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce the distributions for its ETFs, the Hamilton Capital Global Bank ETF (ticker “HBG”), the ...
Per our comment published today, “HFY and HBG Manager Comment: Reducing Australian Bank Exposure on Rising Regulatory Risk”, we have recently reduced HFY’s Australian exposure following the government’s launch of ...
With last week’s announcement of the Royal Commission on the Australian financial sector, which will likely have an emphasis on the largest banks, we have opted to reduce our weighting ...
In the Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (TSX: HFMU.U) and the Hamilton Capital Global Bank ETF (TSX: HBG) our exposure to the U.S. mid-cap banking sector is ~65% ...
One of our themes for the U.S. banks is to “follow the sun”, which refers to our emphasis on banks domiciled in the higher population growth states/metropolitan statistical area[1] (“MSAs”). ...
November 20, 2017 by Hamilton Capital The holdings within the Hamilton Capital U.S. Mid-Cap Financials ETF (HFMU.U) reported a very strong Q3, posting portfolio-weighted earnings growth of ~12% Y/Y. This ...
Supported by improving global growth and a more positive monetary policy backdrop, sentiment for the global financials has improved over the last year. In our view, the sector is “under-earning” ...
November 16, 2017 by Hamilton Capital In the Hamilton Capital Global Bank ETF (Ticker: HBG), the U.S. bank portfolio reported another very strong quarter, posting portfolio-weighted earnings growth of ~16% ...
On October 3, 2017, Hamilton Capital, and its partners, joined the TMX Group to open the market to launch Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (HFMU.U;TSX). HFMU.U commenced trading ...
TORONTO, September 20, 2017 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce the distribution for its ETFs, the Hamilton Capital Global Bank ETF (ticker “HBG”) and ...
September 5, 2017 In the Hamilton Capital Global Bank ETF (HBG, HBG.U; TSX), the U.S. mid-cap bank portfolio reported another very strong quarter, posting portfolio weighted year-over-year earnings growth of ...
TORONTO, September 1, 2017 – Hamilton Capital Partners Inc. (“Hamilton Capital“) is pleased to announce the launch of the Hamilton Capital U.S. Mid-Cap Financials ETF (USD) (“HFMU.U“). HFMU.U seeks long-term ...
We recently traveled to Milan and met with representatives from Italy’s three largest banks. These banks have combined assets of ~€1,800 bln, loans of ~€960 bln, and market caps of ...
TORONTO, June 21, 2017 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce the distribution for its ETFs, the Hamilton Capital Global Bank ETF (ticker “HBG”) and ...
A recent trip to Atlanta gave us a chance to meet with executives from several publicly traded banks headquartered in Georgia, as well as some of their commercial customers and ...
During a recent trip to London, we had the opportunity to sit down with executives from six UK-based banks, including teams from two High Street banks and four from what ...
We recently attended a U.S. financial services conference in New York City and had the opportunity to meet with executives from seven mid-cap banks. These meetings were of particular importance ...
Supported by active management, the Hamilton Capital Global Bank ETF (HBG) continues to enjoy material outperformance. The since-inception returns have exceeded the global banks index by ~11%[1], despite comparatively lower ...
U.S. banks are by far the largest portfolio within the Hamilton Capital Global Bank ETF (HBG) and over time, we expect this group will represent between 30% and 50% of ...
In this ETF Comment, we: (a) explain why we agree with CIBC’s decision to increase its bid for PVTB, and (b) provide two reasons why the bank should walk away ...
TORONTO, March 22, 2017 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital”) is pleased to announce the distribution for its ETFs, the Hamilton Capital Global Bank ETF (ticker “HBG”) and ...
As we have written in the past, in the Hamilton Capital Global Bank ETF (HBG), we generally prefer mid-cap U.S. banks over their larger peers. With respect to the Hamilton ...
The Hamilton Capital Global Bank ETF (HBG) currently has exposure to 27 U.S. banks, spread across 21 different states, representing 42% of the ETF. As we have written previously, we ...
In the Hamilton Capital Global Bank ETF (HBG), we expect U.K. banks, including the so-called “challenger banks” over time, to represent between 5-10% of the ETF. However, in HBG’s first ...
On February 8, 2017, Hamilton Capital, and its partners, joined Dani Lipkin, Head, Business Development, Exchange Traded Funds, Closed-End Funds, and Structured Notes, TMX Group to open the market to ...
TORONTO, February 6, 2017 – Hamilton Capital Partners Inc. (“Hamilton Capital“) is pleased to announce the launch of the Hamilton Capital Global Financials Yield ETF (“HFY“). HFY seeks long-term total ...
January 25, 2017 The Hamilton Capital Global Bank ETF (HBG) recently finished its first full year, increasing in value by ~28% (including dividends). Importantly, the ETF outperformed its benchmark, the ...
On February 7th, 2017, we will be launching the Hamilton Capital Global Financials Yield ETF (HFY). It is the aspiration of HFY to generate “REIT-like yields, with positive rate sensitivity”. ...
Last night, it was announced that another Hamilton Capital Global Bank ETF (HGB) holding was being acquired, the second in 8 months. Along with greater EPS growth, lower regulatory risk, ...
The Hamilton Capital Global Financials Yield ETF (HFY) is scheduled to launch on February 7th, 2017. The objective of the fund is to offer attractive returns from regular/quarterly distribution income ...
We are pleased to announce the launch of the Hamilton Capital Global Financials Yield ETF (HFY), which will begin trading on the TSX on Tuesday, February 7th. The objective of ...
TORONTO, Dec. 30, 2016 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital”) confirmed today the annual distribution of capital gains to unitholders of the Hamilton Capital Global Bank ETF (ticker ...
TORONTO, Dec. 19, 2016 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital“) is pleased to announce a distribution for the Hamilton Capital Global Bank ETF (ticker “HBG“), which trades on ...
TORONTO, Dec. 13, 2016 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital“), a financial services-focused investment manager and manager of the Hamilton Capital Global Bank ETF (HBG;TSX), is pleased to ...
In the Hamilton Capital Global Bank ETF (HBG; TSX), we generally seek to hold 50% North American banks, with an emphasis on the ~200 publicly traded U.S. mid-cap banks (those ...
We generally have minimal exposure to the global mega-cap banks primarily because of their very low EPS growth, higher regulatory risk, and relative to their mid-cap peers, materially lower interest ...
November 22, 2016 by Jennifer Mersereau Since the Hamilton Capital Global Bank ETF (HBG;TSX) launched, the ETF has limited its exposure to Italy owing to the banking sector’s significantly higher ...
As we have written in prior Insights, Wells Fargo (“WFC”) – like its other mega-cap peers – continues to struggle to generate earnings growth. The mega-caps also struggle with regulatory ...
November 16, 2016 In the Hamilton Capital Global Bank ETF (HBG;TSX), we expect U.S. banks, over time, to represent between 35% and 50% of the fund. With expectations for a ...
As we have indicated in prior commentary, we have zero exposure to the U.S. mega-cap banks, primarily because of their very low EPS growth, mid-single digit ROEs (in the case ...
In May 2011, we wrote an essay entitled “The Canadian Banks – The End of an Era”. In this essay – which was excerpted in the Globe and Mail – ...
Today, we hosted a fireside chat with three of the Big-6 Canadian bank CEOs at Toronto’s Fairmont Royal York Hotel. The conversation centered around the banks’ international platforms, discussing everything ...
As we have highlighted in numerous Hamilton Capital Insights, regulatory risk is a key risk in global banking, and one we attempt to minimize our exposure. It is most intense ...
As we have written in the past, we strongly favour U.S. mid-cap banks – i.e., those with assets under $100 bln. These 200+ banks are growing (much) faster than their ...
TORONTO, Sept. 21, 2016 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital“) is pleased to announce a distribution for the Hamilton Capital Global Bank ETF (ticker “HBG“), which trades on ...
Recent events impacting Deutsche Bank (DBK.GY) and Wells Fargo (WFC) underscore – yet again – that the mega-cap banks, particularly those with (1) global investment banks and/or (2) operating in ...
We recently traveled to Florida to meet with a group of mid-cap banks. Of the 12 banks that participated on the trip, 9 are headquartered in Florida (2 Arkansas, 1 ...
At present, the Canadian banks have outstanding asset quality. Although provisions rose notably for the second consecutive quarter in Q2, provision and gross impaired loan ratios remain below long-term averages. ...
As previously disclosed, the Hamilton Capital Global Bank ETF (HBG) entered the Brexit referendum vote on June 23rd with ~12% cash and materially underweight U.K. banks (see our July 6th ...
In our Insight “Five Reasons We Don’t Own C. JPM, BAC, GS, or MS” (June 14, 2016), we explained why – despite their low valuations – we held no positions ...
Over time, we expect to have 50% exposure to North America in the Hamilton Capital Global Bank ETF (TSX; HBG). As stated in our note, “HBG: Post-Brexit Portfolio Changes” (July ...
The Hamilton Capital Global Bank ETF (HBG; TSX) emphasizes the benefits of investing in countries with flexibility in monetary policy – i.e., those with a central bank rate materially above ...
The Hamilton Capital Global Bank ETF (HBG; TSX) is expected, over time, to hold ~25% exposure to European banks. Prominent among the ETF’s identified objectives is to generate yield and ...
The Hamilton Capital Global Bank ETF (HBG; TSX) is expected, over time, to hold ~25% exposure to European banks. Prominent among the ETF’s identified objectives is to generate yield and ...
Recently, we have seen many comparisons between Europe now to Japan after it emerged from its deep and protracted cycle (from 1989 to 1999). In this note, we address why ...
In our Insight, “Canadian Banks – Are Falling Global Reserve/Capital Rankings Increasing Regulatory Risk?” (April 27th, 2016), we highlighted that on the most important capital ratio, CET1, the Canadian banks ...
The Hamilton Capital Global Bank ETF (HBG) held almost 12% cash leading up to the Brexit vote on June 23rd, which provided an opportunity to strategically add positions after the ...
In our Insight “European Banks: Sector Profitability Almost “Normal”, Reaching ~€90 bln in 2015”, we highlighted that the sector has seen ‘core’ earnings recover to ~€90 bln, which represents a ...
Macro issues continue to dominate European bank valuations as the sector remains in focus, particularly following the recent Brexit vote. Given all of the concerns over European banks, it is ...
Spaniards returned to the polls on Sunday, June 26 for the country’s second national election in six months. This came just three days after the UK surprised markets by voting ...
It is safe to say, looking at today’s market movements, that the result of the U.K.’s E.U. referendum – a 51.9% victory for the LEAVE camp – has taken many ...
In the Hamilton Capital Global Bank ETF (HBG; TSX), we went underweight U.K. banks heading toward the Brexit referendum, with just 3% of exposure; over time, we would expect this ...
TORONTO, June 21, 2016 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital“) is pleased to announce a distribution for the Hamilton Capital Global Bank ETF (ticker “HBG“), which trades on ...
In this note, we provide five reasons why we do not have positions in Citigroup (C), JPMorgan (JPM), Bank of America (BAC), Goldman Sachs (GS), or Morgan Stanley (MS), despite ...
One of the objectives of the Hamilton Capital Global Bank ETF (HBG; TSX) is to pay regular/quarterly dividend income (supported by limited covered call writing) and, as a result, the ...
Given the United Kingdom’s superior long-term growth profile and favourable demographics, we would expect the Hamilton Capital Global Bank ETF (HBG; TSX) to – over time – have an allocation ...
Following Q1 quarterly earnings season, we made two portfolio changes with respect to the Canadian bank portfolio. First, we reduced our portfolio weighting from ~15% to ~12% (in favour of ...
Broadly speaking, Hamilton Capital Global Bank ETF (HBG; TSX) seeks to invest in banks with higher expected EPS growth, which generally means banks domiciled in the countries with the highest ...
On May 25th, media reports indicated that Yadkin Valley Bank – a U.S. mid-cap bank holding of the actively managed Hamilton Capital Global Bank ETF (HBG; TSX) – had engaged ...
In the Hamilton Capital Global Bank ETF (HBG), we do not have positions in Citigroup (C), JPMorgan (JPM), or Bank of America (BAC), despite the fact that these banks are ...
In our recent Insight, “Why the Global Investment Banking Model is Under Siege” (March 24, 2016), we outlined the struggles facing the global investment banking sector. Hardly a week goes ...
In our three-part series, Canadian Banks: How Worried Should You Be (about Rising Energy Losses, Low Reserves, and Recessionary Alberta)?, we have been reviewing the challenges facing the sector. In ...
With a 20% rise in loan losses in fiscal Q1, it would appear that Canadian banks are entering at least a mild credit cycle. In our view, the magnitude of ...
Last week, Wells Fargo (WFC), one of the largest banks in the United States, announced significant increases in reserves and charge-offs for energy loans as part of the company’s Q1 ...
The Canadian banks have very low reserves-to-loans ratios (“reserve ratios”). Why? The banks are generally restricted by accounting rules from setting aside specific reserves until after there has been some ...
We recently replaced a large-cap Canadian bank with Laurentian Bank (LB) in Hamilton Capital Global Bank ETF (HBG), in order to reduce the ETF’s exposure to energy lending. LB has ...
As explained in Hamilton Capital Global Bank ETF (HBG)’s prospectus, it is anticipated, over time, that HBG’s geographic mix will roughly represent: 50% North America, 25% Europe and 25% other ...
In Part #1: Why the Global Investment Banking Model is Under Siege, we discussed why the global investment banking model is undergoing a painful restructuring. Hardly a day goes by ...
Yesterday, Hancock Holding Company (“HBHC”) pre-announced significant increases in provisions for energy loans. HBHC, a $22.8 billion (assets) bank which is based in Mississippi and has large operations in Texas ...
If you follow or own JPM, C, BAC, MS, GS, or European ADRs CS, UBS, DB, you have no doubt observed the relentless stream of negative headlines/announcements underscoring the very ...
Along with a group of other investors, we recently attended meetings in New York City with executives from global banks (7 banks, including 6 international). Many of the conversations were ...
TORONTO, March 21, 2016 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital“) is pleased to announce a distribution for the Hamilton Capital Global Bank ETF (ticker “HBG“), which trades on ...
In this note, we provide a review of the Australian economy and banking system, highlighting the most important issues facing the sector. Australia is a wealthy country with an oligopoly ...
Although obscured by the very difficult market sentiment, reported earnings[1] for the largest publicly traded European banks, representing total assets of over €25 trillion, rose by ~54% in 2015, almost ...
Today, the ECB announced greater than expected easing measures, which the market interpreted as constructive for the eurozone economy and its banking sector (note, eurozone represents ~60% of total Europe ...
JPMorgan Chase (JPM) held its 2016 Investor Day on Tuesday and released some notable commentary on its energy portfolio, the capital markets business, and its outlook for the U.S. economy. ...
In early February we attended the KBW Winter Financial Services Symposium in Florida, which was attended by other investors and representatives from U.S. banks and capital markets firms. Of the ...
We recently attended Bank of America Merrill Lynch’s 2016 Insurance Conference in New York, where we took in presentations by 27 insurance companies, with representatives from the life, property and ...
Last week we traveled to Texas with a group of investors to meet with management teams from 15 different banks (14 are publicly traded). With the exception of six banks, ...
The global financials, particularly the banks, have had a very difficult two months, correcting significantly off of their early-December highs. The macro-driven correction has been indiscriminate, with the U.S. large-cap ...
Déjà vu? In this 3 slide presentation, we highlight how European banks continue to mirror the recovery of U.S. banks at the same stage of the credit cycle in 2011, ...
In this series on Chinese banks, we have been evaluating the risk that distress in the system triggers a global sell-off. In the first two parts, we assumed that the ...
In this three part series, we discuss macro risk posed to the markets by the enormous Chinese banking sector. In Part #2, we take the perspective of the ‘bulls’, providing ...
In this three part series, we discuss macro risk posed to the markets by the enormous Chinese banking sector. In Part #1, we take the perspective of the ‘bears’, discussing ...
TORONTO, Jan. 22, 2016 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital“) is pleased to announce the launch of the Hamilton Capital Global Bank ETF (“HBG“), Canada’s first global bank ...
TORONTO, Feb. 1, 2016 /CNW/ – Hamilton Capital Partners Inc. (“Hamilton Capital“) is pleased to provide additional disclosure about the investment portfolio of the Hamilton Capital Global Bank ETF (the ...
In this comment, we discuss the seemingly large gap between economists’ growth expectations for the global economy and those of the market. The former is forecasting comfortably positive growth, while ...
In this note, we provide a review of the Italian banking system, including an overview and a discussion of the most important issues facing the sector. Italian banks represent a ...
Since 2013, we have travelled throughout Canada giving a research presentation entitled “Canadian Banks – the End of an Era?”, which is based on an essay we wrote in 2011 ...
The trend in U.S. mid-cap bank M&A continues, with Huntington Bancshares Incorporated (HBAN) announcing an agreement to acquire FirstMerit Corporation (FMER) for US$3.4 bln. HBAN is paying 1.6x tangible book ...
Today, we hosted “The Future of Canadian Financial Services – A Mid-Cap Perspective” at One King West’s Grand Banking Hall in Toronto. We held a fireside chat with three CEOs ...
We recently traveled to Switzerland to meet with regulatory policy experts and representatives from the country’s major banks. Switzerland, while geographically small and landlocked, is home to a highly developed ...
We recently traveled to Sweden to meet representatives from the country’s four major banks and regulatory policy experts. For background, Sweden is the largest of the five Nordic countries by ...
We recently traveled to the Netherlands to meet with representatives from the country’s major banks and regulatory policy experts. The Netherlands is the most densely populated large economy outside of ...
We recently traveled to Denmark to meet with regulatory policy experts and representatives from the country’s major banks. Denmark is the smallest of the Nordic countries by size, but the ...
We recently attended the Bank of America Merrill Lynch Banking & Financial Services Conference in New York City. Representatives from major banks, asset managers, and consumer finance companies participated in ...
In December 2012, we published a note, entitled “100 Bank Mergers”. In the original note, we predicted that, in the following 3 years, there would be approximately 100 bank deals ...
Despite a macro driven correction holding back stock prices, Q3 2015 earnings season demonstrated that the recovery towards pre-cycle profitability continues. As the chart highlights, the European banks generated ~€130 ...
On November 5th and 6th, we attended the 2015 Banc Analysts Association of Boston conference (BAAB), at which many of the biggest banks in the United States presented. The theme ...
From a systemic perspective, the recapitalization of the European banking sector is complete. So, while capital actions for certain banks are possible (i.e. Deutsche Bank), we continue to forecast limited ...
On Thursday, the second significant bank acquisition was announced in two days, with NYCB acquiring AF, followed by KEY acquiring FNFG. As we have written in the past, with over ...
On October 15th, National Bank announced an $85 mln pre-tax restructuring charge (among other things). What is interesting is that this was the sixth such charge announced by the Canadian ...
Last week, the Canadian federal election ended with a majority victory for the Liberal party. Although a minority win for the Liberals or governing Conservatives was seen as the most ...
We recently travelled to New York City to meet with executives from a group of business development companies (“BDCs”), a diverse category of “other financials” focused on yields. There are ...
A recent trip to Europe – 3 days in London at a European financial services conference, and 1 day field trips to Frankfurt and Madrid – gave us an opportunity ...
After the U.S. close last night, Deutsche Bank (ticker: DBK GR) announced a series of write-downs, an increase in its litigation reserve, and a Management Board recommendation to reduce (or ...
The tiny country of Greece is dominating the news – yet again. Notwithstanding the wall-to-wall press coverage and declines in equity markets, it is worth noting that the changes in ...
Greece is in the headlines … again. But in our view, the events of this past month are about Spain, not Greece. There is no need for us to review ...
Today, we hosted “A Conversation on the Future of Canadian Financial Services” at the Royal York Hotel in Toronto. We presented and held a fireside chat with three current and ...
On Sunday, the far left party, Syriza, won the Greek election, and with a smaller (far right) anti-austerity party, has a coalition to form a government. While this could change ...
As everyone knows, the ECB… finally (!)… announced open ended quantitative easing, the details of which are as follows: (a) amount of €60 bln a month until at least September ...
Today, we hosted our annual outlook presentation at One King West in Toronto, where we discussed the most important fundamental and macro themes facing the financials and markets.
...The Financial Post featured Hamilton Capital portfolio managers in “Earnings growth will fuel global financials” today.
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Since the end of the credit crisis (i.e., 2009), CIBC has generated core cash EPS growth above its Canadian banking peers as well as a (much) higher ROE. Despite exceeding ...
We are often asked for our thoughts on the Canadian financials relative to the global financials. Regular readers of our work will know that we favour financial services companies outside ...
When trying to forecast the best performing Canadian bank, investors need to consider which bank stock has the potential to be re-rated higher by the market – i.e., which could ...
Click here to view “How to play the recovery in financials” in the Financial Post.
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A number of important themes are emerging in the financial services sector, which in North America alone includes over 1,000 companies, and over $4.5 trillion of market capitalization. Macro risks ...
There has been a lot of discussion in recent months about the potential for a material decline in Canadian home prices and the possible fallout for Canadian financials, and the ...
Over the past several months, there has been a lot of discussion about the potential for Canadian home prices to fall and the possible impact on the Canadian financials (and ...
This past January, the once-powerful rating agency, Moody’s, downgraded the long-term credit ratings of four of the “Big five” Canadian banks. The downgrades, which were attributed to the economic risks ...
We were recently asked to look at and give our opinion on mortgage investment corporations, or MICs. Given the ultra-low interest rate environment, high yielding MICs have become a popular ...
Below is our case study, Citizens Republic – A Recovering Mid-Cap Bank. The subject of this case study, which was originally written for and distributed to our clients in mid-July ...
We explain why we believe M&A within the U.S. banking sector will be one of the most significant and compelling investing opportunities in the financial services sector over the next ...
Throughout most of the year, the market has moved easily from “risk-on” to “risk-off”, almost exclusively due to changing circumstances/concerns out of Europe. As a result, the last two years ...
The U.S. banks recently reported another excellent quarter of earnings, with the recovery in earnings continuing to substantially outpace the recovery in bank stock prices. Although lower than Q1-12’s earnings ...
The market continued to move easily between “risk-on” and “risk-off” in July. Last month felt a lot like the past several months, i.e., it was characterized by weak economic data ...
Over the past few years, the Canadian banks have been praised for avoiding the worst of the global financial crisis. This success is firmly rooted in public policy (and good ...
It is an understatement to say that the markets were very challenged in May. After a reprieve of several months, the European debt crisis re-emerged with a vengeance as the ...
As no doubt everyone has read or heard, in early May, JPMorgan (JPM) announced a surprise trading loss of “slightly more than $2 bln”, incurred while trying to hedge European ...
As we discussed in our December Thesis Update, 2011 was a terrible year for the banks from a market perspective, as the sector both declined and underperformed the S&P (which ...
2011 was a year the U.S. banks would like to forget. Stocks declined 24.6%, underperforming the S&P 500 by the same amount (SPX ended the year unchanged). This was the ...
There is something very unusual going on in the Canadian financial services sector: a large-cap financial, Sun Life Financial (SLF), is being priced for a substantial dividend cut. Even those ...
Europe’s current sovereign debt crisis bears many similarities to the recent U.S. Credit Crisis. Both crises involve(d) two roughly $14 trillion dollar economies weakened under the weight of too much ...
The banks reported a very solid second quarter during the month, even if this fact was obscured by the price action or press coverage. Core earnings for the sector grew ...
Last week, Jamie Dimon, the famously blunt CEO of JPMorgan Chase attended the Sanford Bernstein Strategic Directions conference in New York. The format was a one hour Q&A session. Given ...
On May 26th, the Globe and Mail featured our piece entitled, “The Canadian Banks – The End of an Era”. This article is based on material researched for our investor ...
Bank reporting season for the first quarter of 2011 is now essentially over. As we were summarizing this quarter’s aggregate results, we thought it would be interesting to discuss some ...
Q1 2011 earnings for the U.S. banks demonstrated overwhelmingly positive trends again this quarter, including: (i) lower credit costs (PCLs/NCOs), (ii) declining “bad loans”, and (iii) higher revenues (rising margins/fee ...
Since the downturn began in 2007, there has been very little true M&A activity (i.e., premium transactions) in the U.S. banking sector, with the vast majority of deals being FDIC-assisted ...
Negative loan growth is a very important issue since many believe only when the “banks start lending again” will the U.S. economy recover. Each week, the Federal Reserve releases its ...
The U.S. banks reported a very solid, albeit messy, fourth quarter, completing the first year of what we expect to be a three year recovery. Of interest, this quarter saw ...
In January, the “stress test” banks (i.e., those 19 institutions stress-tested under the U.S.’s Supervisory Capital Assessment Program in 2009) submitted capital plans to the Federal Reserve, many of which ...
Like the U.S. itself, the banking sector south of the border is a wounded giant, battered and bruised from a historic financial crisis and deep recession. With approximately 8,000 deposit-taking ...
Indian Banks Overview: Large Diverse Sector, Operating in a High Growth Market
In this insight, we provide a review of the Indian economy and banking system, highlighting the most important issues facing the sector. India is a large emerging market with a ...