Canadian ETF inflows continued at a brisk pace in May, bringing the year-to-date number to more than $24 billion (handily beating their mutual fund counterparts). Total assets now stand at more than $432 billion with 1407 ETFs to choose from. With all this selection, how do investors know which ETF to buy?

To help answer these questions Rob Duncan, Senior Vice President, Portfolio Manager & Lead ESG Officer at Forstrong, sits down with Patrick McEntyre, Managing Director and Co-Head of Institutional Sales of ETFs at National Bank Financial Group, to discuss:

• Key trends within the ETF industry
• Where investors are allocating funds
• How changes in ETF flows align with Forstrong’s investment outlook and positioning

In addition, Patrick walks through how National Bank provides liquidity on large trades, when ETFs can be more efficient than stocks and bonds, and why the rush to International and Emerging Market equities might be at a tipping point.

Global Thinking Podcast

Forstrong Insights

Forstrong Dashboard: Metals Rockin’ Out

Ask Forstrong: Emerging Markets, The Bull is Back

Forstrong Dashboard: Feeling EM Boldened

Ask Forstrong: A Broadening Bull Market?

Forstrong Dashboard: Breaking Breadth

Forstrong 5 Minute Macro: A Broadening Bull Market?

Forstrong Rebalance Summary: Q2 2024

Invest in Forstrong ETFs

Looking back on the month of April, it was a tough time for many investors. Broadly, many stock market sectors broke their winning streak. Bonds didn’t fare any better as continued strong global economic data pressured long-term yields higher.

As the macro regime continues to unfold, Forstrong’s investment team continues to believe the world is transitioning toward an inflationary boom. Increased volatility is a key tenet of this shifting economic landscape. But the theme of broadening performance (away from the handful of US mega-cap stocks which carried markets last year) is alive and well. In April, commodity-sensitive exposures and emerging markets equities staged impressive rallies.

In this episode, Rob sits down with Forstrong Lead PM, David Kletz, to unpack these latest development. They also dive into why an improving outlook in emerging markets could lead to outsized returns this year.

Global Thinking Podcast

Forstrong Insights

Ask Forstrong: A Broadening Bull Market?

Forstrong Dashboard: Breaking Breadth

Forstrong 5 Minute Macro: A Broadening Bull Market?

Forstrong Rebalance Summary: Q2 2024

Invest in Forstrong ETFs

US equities have taken center stage over the last few years and are touching all-time highs as consumers continue to show strength with healthy balance sheets and less sensitivity to higher interest rates. But is all this good news already priced in?

What may be surprising is that returns are no longer being powered primarily by the “Magnificent 7”. Instead, forgotten and unloved sectors are now witnessing a steady bid.

In this episode Rob sits with BMO’s Chief Investment Officer, Sadiq Adatia, to talk about their recent market outlook and why they believe a broadening market rally is in the cards for 2024. While high quality and financials in the US are in focus, gold and commodity-oriented equities could see a continuation of strength.

Global Thinking Podcast

Forstrong Insights

Ask Forstrong: A Broadening Bull Market?

Forstrong Dashboard: Breaking Breadth

Forstrong 5 Minute Macro: A Broadening Bull Market?

Forstrong Rebalance Summary: Q2 2024

Invest in Forstrong ETFs