Keep Calm and "Carry" On – Seizing Global Opportunities in a Shifting ETF Market

Investors have been pouring into Canadian ETFs at an unprecedented rate in 2024. While cash and US equity ETFs have dominated flows this year, recent trends suggest a shift is underway. Weaker economic data and volatility in Japan have investors worried, while international markets present compelling opportunities.   In the latest Global Thinking episode, Rob sits down with Daniel Straus, Director of ETF Research at National Bank, to discuss recent ETF trends and investment flows. Together, they explore why investors should focus on global opportunities and how to navigate the period ahead.   Show Notes: 00:00 - Exploring ETF Flows and Market Trends 05:08 - The Growth of the ETF Market 08:25 - Fixed Income Flows and the Demand for Cash 12:41 - The Appeal of International and Emerging Market ETFs 15:47 - The Unwinding of the Carry Trade in Japan 19:59 - Interest Rate Policy and Rate Movements 22:55 - Canadian Equity ETF Inflows and Home Bias 23:25 - Investing in Canada's Energy Markets 25:16 - Canadian Banks: A Demand Spot 28:06 - The Growth of Active ETFs in Canada 30:25 - Covered Call ETFs: Present Income vs. Future Upside 37:46 - Exploring Consciousness and Free Will