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.
Commentary: SWIN
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.
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.
Investing Beyond the Magnificent 7
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 inception in 1957. Over the years, its composition has naturally evolved alongside market trends and industry shifts. One of the most significant shifts in recent history has been the growing dominance of the technology sector. Advances…
Canadian Banks: Toughest Stock Picking Environment in 30+ Years
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 services sector. Rob provided his insights into how investors can navigate one of the most challenging stock picking environments for the Canadian banks in over 30 years reviewed how highly material and idiosyncratic valuation issues affecting…
Replay: Market Outlook with Ed Yardeni (2025-02-05)
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 potential market scenarios and his probabilities for each. See below for a replay and key takeaways from the webcast.
HAMILTON CHAMPIONS™ Dividend Growth Playbook
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 for identifying high-quality businesses. Companies with a track record of dividend growth often exhibit strong, reliable cash flows, disciplined capital allocation, and a clear commitment to returning value to shareholders. Such an investing approach can provide…
Hamilton ETFs Launches the “WIN”ners of its New HAMILTON CHAMPIONS™ Suite of ETFs
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 ETFs: HAMILTON CHAMPIONS™ Enhanced Canadian Dividend ETF (“CWIN”) and HAMILTON CHAMPIONS™ Enhanced U.S. Dividend ETF (“SWIN”; together, the “New Enhanced ETFs”). ETF Name Ticker Units Investment Objective HAMILTON CHAMPIONS™ Enhanced Canadian Dividend ETF CWIN Class…
Hamilton ETFs Launches the “MVPs” of its New HAMILTON CHAMPIONS™ Suite of ETFs
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: HAMILTON CHAMPIONS™ Canadian Dividend Index ETF (“CMVP”) and HAMILTON CHAMPIONS™ U.S. Dividend Index ETF (“SMVP”; together, the “New ETFs”). ETF Name Ticker Units Investment Objective HAMILTON CHAMPIONS™ Canadian Dividend Index ETF CMVP Class E Units To…