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 events, and policy shifts. The Hamilton Enhanced Mixed Asset ETF (MIX) combines equities, bonds, and gold with modest leverage to provide enhanced growth potential while aiming to reduce volatility and drawdowns. Specifically, MIX is designed to…
Insights: Hamilton ETFs
Is MIX Worth its Weight in Gold?
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 — ranging from moderate corrections to deep bear markets — highlight an interesting and fairly consistent pattern. When equities fall sharply, two asset classes – Bonds and Gold – perform particularly well. This supports the premise that…
Why Add Gold Into the MIX?
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, gold can still play an important role in an investor’s portfolio. Modern portfolios often emphasize equities and bonds, but gold remains a distinct and uncorrelated asset that can offer security during times of uncertainty. In a…
Navigating Tariff Turmoil with Ed Yardeni
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 down on April 8th with prominent Wall Street strategist, Ed Yardeni, to ask five questions that are top of mind for investors.
LMAX — Highest Yielding Healthcare ETF
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 persist regardless of economic conditions. Aging populations, rising chronic disease rates, and ongoing advancements in treatments ensure that healthcare spending is more a necessary expense than a discretionary one. This built-in demand, coupled with breakthroughs in…
CMVP — Meet the Champions
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 equity (ROE). For investors, this means a reliable income stream and long-term capital appreciation.
SMVP — Meet the Champions
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 on equity (ROE). For investors, this means a reliable income stream and long-term capital appreciation.
European Banks: Further Rebound Opportunity
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 regulations, improved capital buffers, and operational resilience, they have emerged as stronger and more competitive financial institutions.
What Rising Gold Prices Could Mean for AMAX
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 risk, gold mining companies present an additional opportunity by combining exposure to rising gold prices with tangible cash flows and dividends.
Hamilton ETFs Announces March 2025 Cash Distributions
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 Toronto Stock Exchange, for the period ended March 31, 2025. Distributions may vary from period to period. The ex-dividend date for these distributions is anticipated to be March 31, 2025, for all unitholders of record on…
SMVP: Navigating the Downturn
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. A key driver of this decline is the index’s heavy concentration in the technology sector, which accounts for approximately 30% of the S&P 500.
HBND — Monetizing Bond Market Volatility
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, ongoing policy uncertainty, and lingering concerns over inflation and tariffs, investors are facing a fixed-income landscape where volatility appears likely persist well into 2025.