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Market. He is attending two conferences in Florida this week. (a) The FX conference and (b) one with keynote speakers by Fed economists. Corona Virus: It is temporary for sure, but this is going to be a lot bigger than SARS was by a long shot. It won't have a long lasting impact. But it will have a more prolonged impact than the SARS issue and probably has some more meaningful economic impact. We saw the German Chancellor's heir apparent step aside. There is more extremism against more globalism and to more nationalism. This is troubling to him. Ultimately he thinks it is another headwind to more global economic growth.

An ETF that finds some of the weaker companies and shorts them. QBTL-T is a long, low volatility ETF which shorts high beta over valued stocks so it is market neutral. It gives you a negative beta. It is better than HDGE-Q to play a negative environment. If markets go down you will gain some. QTAL-N is a ticker of a US equivalent.

Short provincial ETF. With Provincial bonds you get a little bit of pickup vs. Federal. He prefers ZPL-T for long provincials as opposed to short. He wants more long bond exposure.

Covered call Utilities, pipelines and telcos. It has not gone up and he has not sold it, but it could pull back 10% in a broad market correction. ZPAY-T combined with ZWU-T would give a nice diversified exposure. He would wait for pullbacks to deploy new money.

US Pipeline infrastructure Limited Partnership. He is nibbling away at it. If we get a little bit weaker, he thinks the energy space is a little bit cheaper. He likes this for people who are seeking good yield in their portfolios.

Play China? KWEB-N is an ETF whose founders he met with at the ETF conference last week. It plays the Silk Road Initiative. He plays China through the 'A' shares market.

Mortgage Insurance Plays. We are late in the cycle but interest rates will likely stay low for a while. He would not go for mortgage insurers at this point but would avoid.

A short Term corporate ETF with a basket of high quality cooperates in the US and pays more yield than the US Government sector. If you are concerned about equity markets and valuations, the best thing is long term US treasuries. He has been adding to US dollar exposure.

Educational Segment. Environmental Social Governance Investing. The environment has been a theme in this day and age. There is a lot of value being created in this sector. EOM-T and CVX-N are the top of his list. SU-T and ENB-T are the better names in Canada.

Market. 2020 is going on with what happened in 2019. Equities continue to march higher. Rates will remain lower for longer. 2020 is going to be about multiple expansion. This is where infrastructure equities really shine. Digital infrastructure is going to play a much bigger role in the future.

It has had a wide ride over the last few years. They got away from the corruption charges and they are settled. They sold down their best asset to shore up their balance sheet. He would prefer another owner of the 407 now.

He shies away from the operators and prefers the cell towers. He would be more interested on a pullback.

It has had a bit of a rough ride. They pre-funded a deal across the border with debt and then it was delayed for a number of quarters. They had to sell down some quality assets.