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Keep Calm and “Carry” On – Seizing Global Opportunities in a Shifting ETF Market
- 2024/08/22
- 再生時間： 47 分
- ポッドキャスト
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サマリー
あらすじ・解説
Investors have been pouring into Canadian ETFs at an unprecedented rate in 2024. While cash and US equity ETFs have dominated flows this year, recent trends suggest a shift is underway. Weaker economic data and volatility in Japan have investors worried, while international markets present compelling opportunities.
In the latest Global Thinking episode, Rob sits down with Daniel Straus, Director of ETF Research at National Bank, to discuss recent ETF trends and investment flows. Together, they explore why investors should focus on global opportunities and how to navigate the period ahead.
Show Notes:
00:00 - Exploring ETF Flows and Market Trends
05:08 - The Growth of the ETF Market
08:25 - Fixed Income Flows and the Demand for Cash
12:41 - The Appeal of International and Emerging Market ETFs
15:47 - The Unwinding of the Carry Trade in Japan
19:59 - Interest Rate Policy and Rate Movements
22:55 - Canadian Equity ETF Inflows and Home Bias
23:25 - Investing in Canada's Energy Markets
25:16 - Canadian Banks: A Demand Spot
28:06 - The Growth of Active ETFs in Canada
30:25 - Covered Call ETFs: Present Income vs. Future Upside
37:46 - Exploring Consciousness and Free Will