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The Canadian Investor
10 ETFs on Our Watchlist For the New Year
Dec 26, 2024
The hosts discuss the U.S. Federal Reserve's recent rate cut and its market implications. They highlight 10 key ETFs to watch for 2025, emphasizing strategies to hedge against major players in the S&P 500. The conversation shifts to gold investments, showcasing its potential as a hedge against currency volatility. They examine various ETF strategies, focusing on performance during market fluctuations and comparing energy ETFs. Additionally, the benefits and risks of a leveraged utilities ETF are explored, providing insights for cautious investors.
55:15
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Quick takeaways
- The U.S. Federal Reserve's recent 25bps rate cut reflects a cautious strategy amid persistent inflation, influencing market volatility significantly.
- Investors should consider the ten highlighted ETFs, including the BMO Gold Bullion ETF, focusing on personal research and risk assessment.
Deep dives
Impact of US Federal Reserve Rate Cuts
The discussion highlights the recent decision by the US Federal Reserve to lower the federal funds rate by 25 basis points, contributing to a total of 100 basis points cut for 2024. The current rate now stands between 4.25% and 4.5%, significantly lower than Canada's 1.75% cut. Such a change has stirred market reactions, with the S&P 500 experiencing a drop of over 3%. Key insights include that the Fed is adopting a cautious approach to further rate cuts, primarily focusing on ongoing inflation trends, which remain above the desired 2% target.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode