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5i Research Blog - Viewing posts in: ETF

Headline image for Four Strategies to Help Fight Off a Trade War

Four Strategies to Help Fight Off a Trade War

You cannot turn on a T.V. or open up a computer without hearing about trade wars or tariffs it seems. The United States has increased pressure on China, sending the Shanghai Composite into bear market territory, down 20% from its high.

It has also impacted companies in Canada that are deemed to be susceptible to higher prices from the tariffs and almost ironically, even companies in the US that they are trying to ‘protect’ such as Harley Davidson which has noted it is moving some production to Europe to help combat higher prices from tariffs.

While how this will impact any single economy or company remains uncertain, the common thread here is that it is adding a lot of uncertainty for investors and markets hate uncertainty. For investors looking for ways to stay invested while hopefully avoiding significant trade disruptions, here are a few areas we think that an investor can focus their attention on...

Ryan Jul 04, 2018

5 from 5i: How Economists See Market Drivers

It was a big week for US bank earnings, and markets showed concerns over President Donald Trump’s ability to push through his pro-growth policies, following a setback to the healthcare bill. Bank of America (BAC), the second-largest U.S. bank by assets, beat quarterly earnings expectations but experienced a slowdown in trading revenue and trimmed its expectations for growth in net interest income. Goldman Sachs (GS) dipped after also beating earnings expectations but posted a 40% drop in bond trading revenue. Telecom company Rogers Communications (RCI.B) reported a greater-than-expected 35% jump in second-quarter profit, as a gain in wireless subscribers offset declines in its cable TV business. Canadian Pacific Railway (CP) reported a better-than-expected quarterly profit, as it earned more from higher shipments of commodities, but executives were cautious on grains for the second half of the year. Here are stories we found interesting this week:

  1. An overview of factors driving market 'bubbles'
  2. ETF Managers made active decisions for passive investors, years ago
  3. Three 'simple' lessons learned over the last 10 years
  4. If portfolio management is no longer the source of a financial advisor’s value, what is?
  5. The 'Top 10' S&P 500 company contributions over the last 35 years
Michael Jul 21, 2017

Why It’s Almost Impossible to be a Passive Investor in Canada

Why it's almost impossible to be a passive investor in Canada

What if I told you that as of June 28, 2017, essentially half way through the calendar year, only one sector out of ten (including REITs with Financials) was negative?

What if I told you that out of those ten sectors, six of them had returned over 5% in the year-to-date period and three of those had returned in excess of 10% over the year-to-date period?

With the TSX flat to slightly negative over the same period, you would likely call shenanigans, but it’s true.

Only one sector is negative for the TSX in 2017 and due to its heavy weighting, it has been the main contributor to the lack of any returns on the TSX so far this year.

Ryan Jul 17, 2017

5 from 5i: 30 Pearls of Wisdom

The big news this week was of course that the Bank of Canada raised interest rates for the first time in seven years. The bank raised its overnight lending rate to 0.75% from 0.5% Wednesday. Couche-Tard (ATD.B) capped its fiscal year with a strong fourth quarter as its Canadian operations got a boost from the full impact of its acquisition of Esso convenience stores. Home Capital Group (HCG) has chosen Yousry Bissada, a 57-year-old executive who is well known in the mortgage industry, as its CEO. Manulife Financial (MFC) shares spiked in afternoon trading yesterday after The Wall Street Journal reported the lifeco is exploring an initial public offering or spinoff of its John Hancock unit. Aphria (APH) reported Q4 and full year 2017 financial results that beat analyst expectations. Here's five stories we found interesting this week:

  1. Guiding principles every investor should, at best, understand
  2. What's wrong with active management and how it could stay alive
  3. Winning investments require enduring more discomfort/uncertainty than others
  4. Answer these questions to see if you can 'wait out the storm'
  5. Emerging markets continue to see tailwinds
Michael Jul 14, 2017
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