THE WisdomTree BLOG
Canada’s stock market construction may pose more than just portfolio risk. If the Canadian financial system were to encounter serious difficulty, investors would be hit by a one-two punch.
With oil two years along in a bull rally, it may be just a matter of time before the purported list of stock market obstacles starts to include retail gasoline pain.
There is good news for anyone who has been looking at the data coming out of Toronto’s housing market since last summer and who remembers what happened to bank stocks when U.S. housing had its comeuppance.
Of the major North American cities that feel most like Toronto, Chicago is clearly the closest fit. When we engage Torontonians about the U.S. and Chicagoans about Canada, time and again the answer comes back: the city that is most like Toronto is Chicago. Except in one way.
For most investors, the FAANGs decision has for years rested on investment merit alone. But with the recent Facebook scandal, there is a creeping sensation that there is now more to the FAANG investing question than just investment prospects. Jeff Weniger investigates how much FAANG exposure is in our exchange-traded funds.