Current Investment Themes

Not all Income is Equal – Three Categories to Consider in 2023

May 17, 2023 by ETF Capital Management in Investment Types

Now is a great time to look at your income investments. Recent interest rate hikes in North America have significantly reduced the prices, making 2023 an interesting entry point. But this is not about market timing or making a quick profit, it’s about taking advantage of structural changes in interest rate policy designed to deal with inflation and to unwind emergency lending rates post pandemic. There are many investments that could fall under the income category, so for simplicity we will define them as investments made with the primary purpose of generating cash flow. Looking at the prevailing conditions in 2023 there are three categories everyone should re-evaluate – bonds, REITs and infrastructure.

General Economy

2023: Building on a better base for investors

January 25, 2023 by ETF Capital Management in General Economy

Investing money at its most basic is just delayed consumption. Putting $250 away versus buying another pair of shoes simply means you can buy those shoes at some point in the future. It makes sense then that the baseline goal of investing is to protect the purchasing power of your money.

General Economy

Keep Calm and Plan For Volatility

January 18, 2023 by ETF Capital Management in General Economy

Keeping your nerve when you see minus signs on your portfolio statement is not easy. Throw in a global pandemic, the rising cost of living, interest rate hikes, and a news cycle of war and political division, and it’s little wonder many investors want to exit the market and hunker down until the good times return.

Alternative Assets

Private Credit Versus Investment Grade Bonds

December 20, 2022 by ETF Capital Management in Alternative Assets

Most investment portfolios have three basic components. Cash that has option value for future buys, equity for growth that hopefully exceeds inflation, and income that generates cash flow. Normally, our income investments are stable - we get some capital appreciation with predictable cash distributions. That was the case, until 2022!

General Economy

Pandemic Legacy: How Have Investors Been Affected

November 23, 2022 by ETF Capital Management in General Economy

How the COVID-19 pandemic alters the path of history remains to be seen. Like a retiree looking back over their life, it’s only in hindsight that they can fully process the impact of euphoric highs and devastating lows. The great events of history are similar; they shape people and societies.

Investment Types

Is the 60-40 strategy dead and buried?

November 3, 2022 by ETF Capital Management in Investment Types

The 60-40 portfolio strategy is a touchstone for the industry, and shorthand for the tried and trusted method of protecting capital from wild market swings. There are endless variations on this theme, largely dependant on client risk tolerance and time horizon, but the navigational starting point of a “balanced” 60% stocks and 40% bonds mix has endured.Yet, when it comes to the financial markets, investors absorb daily blow-by-blow accounts of price drops, stock bubbles, and geopolitical-induced volatility. This can influence decisions and emotions, and lead to panic selling – and often panic buying – that harms your portfolio.

Investment Types

Beyond Coldplay: how emerging markets enhance your investment palette

August 17, 2022 by ETF Capital Management in Investment Types

There’s a reason the likes of Coldplay and U2 sell millions of albums - people know what they’re getting. Whether it’s The Edge’s chiming guitar or Chris Martin’s lovelorn warbling, familiarity is comforting. Less widely known, and arguably more interesting bands, like Sparks for example, who switch up genres, often endure more sporadic profits.

General Economy

Inflation … what does it mean?

August 8, 2022 by ETF Capital Management in General Economy

Gordon Gekko hasn’t done the investment industry’s reputation any favours. Michael Douglas’ unscrupulous movie character quickly became shorthand for all that is wrong with Wall Street and financial markets with his infamous ‘greed is good’ speech. But you don’t have to look too far away from the big screen to see real-life examples of people whose actions have perpetuated the link between the wealth industry, untrustworthy characters and get-rich-quick trades.

General Economy

Volatility and Staying Invested

July 22, 2022 by ETF Capital Management in General Economy

Imagine you’re on a long-haul flight and the pilot informs you of every hint of turbulence. It would drive every passenger crazy. Thankfully, instead, most of us watch a movie, grab some uncomfortable sleep, and wait until the plane’s wheels hit tarmac. Ignorance is bliss. Yet, when it comes to the financial markets, investors absorb daily blow-by-blow accounts of price drops, stock bubbles, and geopolitical-induced volatility. This can influence decisions and emotions, and lead to panic selling – and often panic buying – that harms your portfolio.

Alternative Assets

An Alternative View

May 1, 2022 by ETF Capital Management in Alternative Assets

For years, you’ve dined on meat and potatoes; sturdy fare that’s given you the strength and endurance you’ve needed. Now, however, while the prime cuts of meat still deliver, the

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