Commentary: HYLD

Yardeni Fireside: Key Takeaways

On November 3rd, we hosted the prominent Wall Street strategist, Ed Yardeni, in Toronto for a fireside chat moderated by Jennifer Mersereau and Pat Sommerville, Co-CEOs of Hamilton ETFs. The discussion centered on his “Roaring 2020s” thesis, offering insights into the transformative trends defining the decade ahead.

Ed Yardeni: Investing in the Roaring 2020s

On October 2nd, we had the pleasure of hosting Ed Yardeni for a fireside chat, moderated by Jennifer Mersereau and Pat Sommerville, Co-CEOs of Hamilton ETFs. The conversation explored his “Roaring 2020s” thesis, highlighting the transformative forces shaping this decade.

Replay: Market Outlook with Ed Yardeni (2025-06-04)

On June 4, 2025, we hosted our 8th Market Outlook with Ed Yardeni where the prominent Wall Street strategist provided his current thoughts on the U.S. economy and stock market, including what is fueling the market’s resilience, where risks still linger, and what could trigger the next move — up or down. See below for the replay.

Volatility Is Back — and Likely Here to Stay

Markets have shown remarkable resilience, bouncing back from the lows seen in early April. But beneath this recent resurgence, a key shift has emerged: significantly elevated volatility. While the broader market indices’ year-to-date returns suggest some sense of stability, the volatility seen last month was reminiscent of March 2020 and even the 2008 Global Financial Crisis (GFC) — periods marked by far steeper drawdowns.

Navigating Tariff Turmoil with Ed Yardeni

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.

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.

HDIV — Outperforming S&P/TSX 60 with a Higher Yield (3 Years Later)

Just over three years ago, we launched the Hamilton Enhanced Canadian Covered Call ETF (HDIV) (formerly the Hamilton Enhanced Multi-Sector Covered Call ETF), 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…

Replay: Market Outlook with Ed Yardeni — Roaring 20s Still Ahead?

On April 2nd, 2024, we hosted a webcast with prominent Wall Street strategist, Ed Yardeni, where he provided his thoughts on U.S. equity markets, how the 2020s might be another ‘Roaring 20s, and what could cloud this optimistic outlook. Ed has been one of themost influential Wall Street strategists over the last 30 years and is regularly on CNBC and Bloomberg TV.    For more…

HYLD – Adding QQCC, USCC / Reducing QYLD, RYLD, XYLD; Change in Distribution

The objective of our ETFs, HDIV and HYLD, is to provide “attractive monthly income”. To accomplish this, we aim to create higher income ETF versions of the S&P/TSX 60 and S&P 500, respectively. Given the sector mix of the S&P/TSX 60 and the S&P 500 are highly complementary, and the two equity markets have related but different drivers, we believe there are benefits to holding a…

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