JPMorgan BetaBuilders Canada ETF (BBCA)
ETFs to Watch as US-Canada Trade War Deepens, Retaliatory Tariffs in View
US-Canada trade tensions put Canadian ETFs in focus as retaliatory tariffs threaten key sectors and raise risks for cross-border commerce.
Canada Economy in Recovery Mode: What's Ahead for ETFs?
Canada's economy is recovering gradually despite trade and inflation pressures. Strong banks and commodities continue to support Canadian ETFs.
BBCA: This Fund Is A Better Way To Invest In Canadian Equities
JPMorgan BetaBuilders Canada ETF (BBCA) offers broad Canadian equity exposure with a focus on large and mid-cap stocks. Bank shares are rising due to higher trading volumes and profits. Canada's export landscape is diversifying, and employment trends are improving, supporting a constructive outlook for Canadian equities.
Why Canadian Stocks Remain Resilient Despite Tariff Uncertainty
Why Canadian stocks are performing well, despite tariff uncertainty. What the latest Canadian bank earnings told us about the health of the economy. Where to find dividend growth in the Canadian market.
Canadian Earnings Season: What To Watch For In An Era Of Uncertainty
Canadian election outcome may be positive for business no matter the winner. Earnings season may see challenges due to trade uncertainty. Defensive stocks in favour but may come under pressure if earnings don't deliver.
BBCA: A Cost-Effective Option For International Diversification
JPMorgan BetaBuilders Canada ETF offers a cost-effective exposure to Canadian large-cap stocks with a low expense ratio of 0.19%. BBCA's high concentration in cyclical sectors and limited technology exposure increase sensitivity to economic cycles and may limit performance. Canada's uncertain economic outlook and BBCA's weaker growth prospects compared to the S&P 500 suggest it as a supplemental, not a core holding.
Rate Cuts Open Door For Potential Opportunity In REITs
Lower interest rates have boosted REITs. Financial health of the REITs may provide more support. Some REIT sectors are more challenged than others though.
Why Canada's Market Rally May Have Legs
Why Canadian stocks are rallying. Is Canada's equity rally different than the U.S.?
From Bad To Worse: Why Canada Is Finding Itself With A Productivity Problem
Canada's productivity problem. Why Canada's construction industry has begun to struggle.
Bank Of Canada Is Not Afraid Of Diverging From The Fed
The BoC cut rates by 25bp to 4.50% and signalled more cuts are likely on the way. The BoC-Fed policy rate gap is at the widest since 2007 (100bp) and markets are doubting a September cut probably for this reason.
Canada's Economy Feels Like A Recession
Canada's June unemployment rate of 6.4% was up 160 basis points from the cycle low of 4.8% in June 2022. Since the 1970s, Canada has never had this trough-to-peak rise in the unemployment rate without the economy going through a recession.
Why Canadian Stocks Are Lagging Their U.S. Counterparts
Why the TSX is lagging the S&P 500. Are Canadian blue chips benefiting from the rate cut?
As Bank Of Canada Delivers Rate Cut, Is Another Coming In July?
The big risks to the Bank of Canada's rate outlook. What a BoC rate cut could mean for housing.
The Bank Of Canada Cuts Its Overnight Rate To 4.75%
Bank of Canada cuts rates for the first time since 2020. How deep will the BoC rate cuts be in 2024?
Canada's Economy: Still Growing But Losing Steam
The Canadian consumer is feeling the pinch of higher costs. Canadian inflation close to target, once you remove housing costs.
Bank of Canada Sticks To Cautious Approach
The BoC has left its policy statement almost unchanged compared to January, defying some expectations that easing references would have been introduced today. This suggests a fairly low chance of a rate cut in April, even though June remains on the table, in our view.
Bank of Canada Holds Key Interest Rate Steady At 5% For Third Straight Decision
Is the Bank of Canada done with rate hikes and when can we see potential cuts. How are money markets pricing in BoC rate policy in 2024.
BBCA ETF: Structurally Better Than EWC, But Limited Incentive To Go Long Now
The JPMorgan BetaBuilders Canada ETF has nearly twice the assets under management (AUM) of the iShares MSCI Canada ETF, despite being much younger. BBCA's lower expense ratio of 0.19% and superior yield differential may have contributed to its popularity over EWC, which has an expense ratio of 0.5%. H2-23 is likely to be more challenging and Canadian banks in particular could face some challenges.
Bank Of Canada Preview: At The Top With Only Downside To Come
After 425bp of interest rate hikes, the Bank of Canada signalled it would pause to digest the impact. Since its January meeting, growth has disappointed and inflation has slowed more than expected, though job creation continues at pace.
Walking The Monetary Policy Tightrope: How High Will Canadian Rates Go?
Outlook on future BoC interest rate hikes. Outlook on Canadian economic growth in Q3.