A Christmas Poem: ‘We ETF Strategists Are’

December 24, 2014

 

This poem is a Christmas-inspired variation on a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today’s yuletide lyrical lapse is by Tyler Mordy, president and co-chief investment strategist of Toronto-based Hahn Investment Stewards.

 

We ETF strategists are

Bearing macro we invest afar

Art and science, active and passive

Still following Bogle’s star

 

O star of Yellen, star of right

Star of Draghi’s dithering plight

Quantitative easing, still proceeding

Will we ever see policy tight?

 

Style boxes we place no weight

Alpha through beta we create

Protecting capital, globally tactical

Progress and innovate

 

O star of Yellen, star of right

Star of Draghi’s dithering plight

Quantitative easing, still proceeding

Will we ever see policy tight?

 

Gold and silver, copper and oil

Commodity indexes going to spoil

China waning, Saudi’s maintaining

Malthusians to recoil

 

O star of Yellen, star of right

Star of Draghi’s dithering plight

Quantitative easing, still proceeding

Will we ever see policy tight?

 

Where is China’s epic crash?

Bull and bears now in a clash,

A-shares flying, Greece declining

New leadership in a flash

 

O star of Yellen, star of right

Star of Draghi’s dithering plight

Quantitative easing, still proceeding

Will we ever see policy tight?

 

Where to in 2015?

Escape-velocity still to be seen

Policy diverging, India surging

Currency wars gaining steam

 

O star of Yellen, star of right

Star of Draghi’s dithering plight

Quantitative easing, still proceeding

Will we ever see policy tight?


Tyler Mordy, president and co-chief investment officer of Hahn Investment Stewards, is an expert in the design and application of global macro ETF managed portfolios. He is interviewed by the financial media for his global investment strategy views, as well as ETF trends. CNBC has called him one of the “best independent ETF experts.” Contact Hahn at hahninvest.com/contact.

 

 

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