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: YIELD MAXIMIZER™ ETFs
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…
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.
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.
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.
SMAX — 10%+ Yield from U.S. Equity Leaders
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 often find that U.S. equities, broadly speaking, provide limited dividend payouts.
QMAX — Outperforming Nasdaq-100 with a 10%+ Yield
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 the tech sector is known for its growth characteristics, it is also one that comes with higher volatility.
Maximizing (Fixed) Income with HBND
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 and more Canadians are seeking innovative ways to boost their monthly income without taking on excessive investment risk.
Replay: Market Outlook with Ed Yardeni (Sep. 2024)
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, including three potential market scenarios and his probabilities for each. See below for a replay of the webcast as well as a written summary.
HDIV — Outperforming S&P/TSX 60 with a Higher Yield (3 Years Later)
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 MAXIMIZER™ sector covered call ETFs and has a sector mix “broadly similar” to the S&P/TSX 60. We believe HDIV is most attractive to investors seeking a higher income alternative to the S&P/TSX 60.
Higher Income from North American REITs | RMAX
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 to enjoy the benefits of real estate-related income without the hands-on hassles and costs, real estate investment trusts (REITs) offer a liquid and accessible alternative.
Higher Income from Canadian Utilities | UMAX
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 offered above-average dividend yields and exhibited lower volatility compared to the broader equity market.