While we currently
favour global exposure to the technology sector and selected opportunities within healthcare, we're also positive on financials — another giant within the Canadian market cap that we believe registers as fairly valued with the potential for decent earnings growth amid a synchronized and sustained global economic expansion.
While we currently
favour global exposure to the technology sector and selected opportunities within healthcare, we're also positive on financials — another giant within the Canadian market cap that we believe registers as fairly valued with the potential for decent earnings growth amid a synchronized and sustained global economic expansion.
Since the Hamilton Capital
Global Bank ETF (HBG; TSX) launched, the ETF has limited its
exposure to Italy owing to the banking sector's significantly higher volatility, as well as HBG's preference for
exposure to European countries with higher / reliable dividend yields (i.e., we
favour banks with lower regulatory and capital risk).