Following the release of Q4 results from Scotiabank yesterday, Rob Wessel joined BNN Bloomberg for a wide-ranging conversation.
Insights: Banks
Cdn Banks Q3-2025 — Key Takeaways (BNN Video)
Following the release of Q3 results from BMO and Scotiabank yesterday, Rob Wessel joined BNN Bloomberg for a wide-ranging conversation.
BNN Bloomberg: JPM, C — Q2 Earnings
Robert Webb, Managing Director and Portfolio Manager at Hamilton ETFs, was featured on BNN Bloomberg’s The Open on July 15th, 2025, where he shared his thoughts on JPMorgan, Citi, and the U.S. financials sector.
Cdn Banks Q2-2025 — Key Takeaways (BNN Video)
Following the release of Q2 results from BMO and National Bank yesterday, Rob Wessel joined BNN Bloomberg to discuss the key takeaways from the quarter, including implications to the other banks.
Hot Picks in Financials (BNN Video)
Robert Webb, Managing Director and Portfolio Manager at Hamilton ETFs, was featured on BNN Bloomberg’s The Open yesterday, where he shared his thoughts on three positions within our actively managed financials ETFs:
European Banks: Further Rebound Opportunity
For years, European banks faced significant challenges, from the Global Financial Crisis (GFC) to the European sovereign debt crisis and a prolonged period of ultra-low interest rates. However, through strengthened regulations, improved capital buffers, and operational resilience, they have emerged as stronger and more competitive financial institutions.
BMO/BNS Q1 2025 Takeaways (BNN Video)
Canadian bank earnings season began with BMO and BNS reporting Q1 results. On Tuesday February 25th, 2025, Rob Wessel was on BNN Bloomberg discussing: (i) valuations and key takeaways; (ii) the impact of the U.S. ‘wildcard’ on the Canadian economy and banking sector, and (iii) opportunities for fiscal policies to boost Canadian Bank stocks.
Canadian Banks: Toughest Stock Picking Environment in 30+ Years
On February 13, 2025, we hosted a live Canadian bank webcast with Rob Wessel, Executive Chairman & Co-Founder of Hamilton ETFs and one of Canada’s leading experts in the financial services sector. Rob provided his insights into how investors can navigate one of the most challenging stock picking environments for the Canadian banks in over 30 years reviewed how highly material and idiosyncratic valuation issues affecting…
Positive Outlook for U.S. Banks in 2025
The U.S. reporting season for the financial sector has kicked off, and the initial results for Q4 and guidance for 2025 have been largely positive. This optimism is reflected across both large-cap and small/mid-cap (“SMID-cap”) banks, indicating a robust financial landscape ahead, which would be beneficial for the Hamilton U.S. Mid-Cap Financials ETF (HUM)
Canadian Banks Q4 2024: Rob Wessel on BNN Bloomberg
Rob Wessel was on BNN Bloomberg yesterday to provide his insights on the Canadian banks as they report Q4 2024 earnings, which began with Bank of Nova Scotia. He also discusses valuations for the sector and the key themes for investors to watch for this quarter.
Canadian Banks Q3 2024: Rob Wessel on BNN Bloomberg
Rob Wessel was on BNN Bloomberg yesterday for the beginning of Canadian Bank Q3 Earnings to discuss TD Bank results and what they could mean for the rest of the group. In particular, Rob provided his outlook on the individual issues facing each bank and their impact on valuations.
TD Bank: Where to From Here? (Video)
In our latest video, Rob Wessel discusses the key issues facing TD Bank in light of its recent challenges related to anti-money laundering. In particular, Rob identifies four key issues and three possible scenarios on where TD Bank stock could go from here.