BMO Canadian ETF Dashboard
— as of June 30, 2020 —
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Trade Ideas & Podcasts
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BMO ETFs: Trading Best Practices
When trading ETFs its important to be aware of market conditions and underlying exposures that could impact your trading activity. Remember to consider these tips when buying and selling ETFs.
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Podcast: Investing in Big Tech, Gold Equities & Bonds
In this episode, our experts offer insight into the future of Big Tech, as well as trade ideas to cover the breadth and depth of the portfolio – from gold miners to mid corporate credit, and more.
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Allocating Cash in Uncertain Markets - Time in the market is more powerful than timing the market
ADVISOR/BROKER USE ONLY Where can we invest today given uncertainty about the future?
July 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Insight on the winners and losers from earnings season, investing in Big Tech, and trade ideas in mid-corporate credit and gold.
July 29, 2020 -
Smart Bets for the Opportunistic Investor
Across the pond, the European Union approved an enormous stimulus package for countries still coping with the coronavirus pandemic. Despite the ground breaking step, global markets are expected to remain volatile in the near future. Are there tactical opportunities to be found in the market dislocations? Will European equities catch up with the U.S. stock market?
July 22, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Insight on the new Additional Tier One (AT1) issuance by RBC and its effect on the Pref Market, the EU’s recently announced stimulus package, and an update on the Energy sector.
July 22, 2020 -
Podcast: Why “Quality” Outperforms in Bear and Bull Markets
From drawdowns to market rallies, Quality ETFs have an impressive track record of delivering outperformance on both sides of volatility. Yet despite their proven history, many investors remain unfamiliar with the underlying investment process.
July 20, 2020 -
Views from the Desk: Quality Equity ETFs, For the Bulls and the Bears
Quality companies have been a strong outperformer of the broad market, and all other factor exposures since the equity market sell-off in March. High quality companies are defined as market leaders that have durable business models, strong balance sheets and sustainable competitive advantages. We continue to have high conviction in the Quality Factor as we look forward to uncertain and turbulent markets. Exposure to Quality companies will continue to offer both defensive down-side protection against a correction, and offensive positioning for market recovery making Quality something both Bulls and Bears can agree on owning.
July 22, 2020 -
BMO Sector Trade Opportunity: A tactical time to add exposure to Canadian Banks
Many investors have come to appreciate the growth and income stability provided by owning the “Big 6” Canadian bank stocks. To meet this demand, BMO offers an equal-weighted basket of the Big 6 Canadian Banks in an ETF an also offers an enhanced income ETF version which employs a covered call overlay. Investors can chose which type of Canadian bank exposure is right for their portfolio.
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Podcast: A Closer Look at Q2 Earnings, Nasdaq & Emerging Markets
With companies starting to announce their second quarter earnings, a fragile market confidence hangs in the balance. Will optimism remain through the second half of the year? Or should you begin to pre-position the portfolio for a bear market?
July 15, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
With companies starting to announce their second quarter earnings, a fragile market confidence hangs in the balance. Will optimism remain through the second half of the year? Or should you begin to pre-position the portfolio for a bear market? In this timely episode, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about different scenarios and strategies to make the best of these unique times.
July 15, 2020 -
BMO Sector Trade Opportunity: Golden opportunity for gold
Now that the dust has settled from the sell-off, gold has rebounded reacting to market uncertainty and a weakening economy. The price of gold rallied to over $1,700 an ounce this week, pulling gold equities up with it.
July 15, 2020 -
ZPAY BMO Premium Yield: Looking Beyond Standard Stock and Bond Exposure
Stock markets have recovered the majority of their losses year-to-date, while bonds yields have plummeted to new lows. Where can investors go for something which might not move exactly like either of those? As an alternative exposure, we took a look at BMO Premium Yield ETF (Ticker: ZPAY).
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Podcast: Flight to Quality, Beta and Government Bonds
As we cross the halfway point of 2020, some investment trends have become clear: it’s been a record year so far for ETFs, volatility has returned with significant force, and capital has seen a flight to quality. From broad beta solutions to factor-based strategies, investors have gravitated toward diversified products that allow them to reduce risk across the portfolio.
July 8, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
July 8, 2020
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BMO Trade Opportunity: Time to get out of GICs and HISAs and into Ultra Short-Term Credit
BMO’s Ultra Short-Term Bond ETFs hold investment grade bonds that mature in one-year or less. This means these bonds are highly liquid, have very low volatility and the corporate exposure allows for a yield boost over government bonds.
July 6, 2020 -
Podcast: Balancing Gold, Equities and Short & Mid Credit
As markets reckon with a second wave of COVID-19 cases, many Advisors are wondering how best to position their client portfolios.
June 24, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
For a broad sweep of trade ideas, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris McHaney and Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about strategies that run the gamut from gold to equities, alternatives and Canadian bonds within the short to mid fixed income space.
June 24, 2020 -
Podcast: Key Exposures for a Defensive Growth Portfolio
With conflicting data pulling markets in opposite directions, the case for a defensive growth strategy remains firmly intact. That said, what exposures should investors be using?
June 17, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Updates in the Equity and Fixed Income Market
June 17, 2020 -
BMO Canadian MBS Index ETF: Tactical Opportunity to Add Defensive Income to Portfolios
The BMO Canadian MBS Index ETF: (ticker ZMBS) is the first ETF to provide exposure to the Canadian Mortgage Backed Securities (MBS) market. The ETF holds AAA-rated, Canadian Mortgage & Housing Corporation (CMHC) backed mortgage pools, so it is a defensive fixed income investment while offering a unique fixed income exposure to diversify portfolios.
June 12, 2020 -
Podcast: Becoming the “Smart Money” in ETF Flows
With new ETF data in hand, our BMO experts discuss key Canadian and U.S. exposures that can participate in market rallies – and withstand potential setbacks.
June 10, 2020 -
Podcast: ZMBS for Defensive Income in the Portfolio
In the low rate environment, where can investors find generous yield in the portfolio? One source is the BMO Canadian MBS Index ETF (Ticker: ZMBS), a traditionally institutional exposure that delivers strong cash flows by investing in federally-insured Canadian mortgages with a term to maturity greater than one year.
June 10, 2020 -
BMO Sector Trade Opportunity: Adding US Health Care Sector as a satellite position
The BMO Equal Weight US Health Care Index ETF (ticker: ZHU) has outpaced the broad market (S&P 500) during the global health care and economic crisis. ZHU has returned 30% since March 23 vs the broad market return of 26% during that time.
June 4, 2020 -
Podcast: Are Defensive Growth Strategies Working?
Despite a perfect storm of negative headlines, markets continue to rise in the face of extreme economic uncertainty. Against this backdrop, our experts return to their core trade ideas to see how they have performed in recent weeks – and how they could perform in the weeks ahead.
June 3, 2020 -
Fully insured, AAA rated - What's different about Canadian MBS?
Specialists from FTSE Russell and BMO talk Canadian National Housing Act mortgage-backed securities (NHA MBS). Get to know the merits of the new index licensed to BMO.
BrightTALK, June 3, 2020 -
Podcast: Decoding Bank Earnings, Gold and China
As Canadian banks announce their Q1 earnings, what insights should investors draw about the current state of the market? To answer this question, our experts break down the recent quarterly reports, and take a tour of over-sold sectors, asset classes and geographies.
May 27, 2020 -
BMO Trade Opportunity: BMO Premium Yield ETF: An Alternative Income Strategy for Today’s Markets
The BMO Premium Yield ETF: (ticker: ZPAY) is a defensive strategy which provides consistent yield, while taking advantage of increased market volatility to enhance portfolio income. Many traditional income strategies have struggled in this low rate environment, so investors should instead look to dynamic income strategies to maintain reliable yield while remaining defensive.
May 24, 2020 -
Podcast: Why ZPAY Earns More Through a Crisis
Faced with an uncertain future, many investors are searching for innovative tools to add income in the portfolio. Where should they go in this historically low rate environment? To answer this very question, our experts go under the hood of the BMO Premium Yield ETF (Ticker: ZPAY), a recently developed strategy that outperformed benchmarks in March and April.
May 22, 2020 -
Podcast: Adding a Growth Sleeve to Client Portfolios
Client Portfolios Although the current market calls for a prudent approach to investing, certain sectors of the economy – healthcare, technology and infrastructure – offer potential upside that can supplement a core holding of quality and low volatility ETFs.
May 11, 2020 -
Views from the Desk: Update on BMO ETF Income Strategies
The market is improving, but we still advocate a prudent approach to equities. The BMO NASDAQ 100 Index ETF (unhedged ticker: ZNQ, hedged ticker: ZQQ) has been the strongest broad beta ETF YTD up 14% this year. Sectors such as Health Care and Info Tech and popular thematic exposures such as e-commerce, AI and cloud computing (tech sector) are all overweighed in the NASDAQ index, setting it up well to survive and thrive in the current market environment.
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Podcast: Cautious Growth Strategies for the Fragile Market Recovery
As the pace of a market recovery is thrown into doubt by flawed re-openings in the United States, South Korea and China, many investors are on the hunt for defensive exposures that will also grow the portfolio.
May 13, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Update on the Recovery: Is it For Real? New virus cases are down, and government stimulus has been heavy, both which have been positive for market sentiment. However, a cautious outlook on the economy is still warranted as the pace of the recovery is looking more challenging.
May 13, 2020 -
Podcast: ZWG for Enhanced Yield in Volatile Markets
With markets shrouded in uncertainty, investors face difficult tradeoffs between growth and income in the portfolio.
May 11, 2020 -
Podcast: Equity Trade Ideas as the Economy Re-opens
With governments starting to lift shelter-in-place orders, equity prices have rebounded strongly in recent weeks, recovering much of their lost ground from March. Will the market rally hold?
May 6, 2020 -
Views from the Desk: Updates in the ETF Market
Flows into ETFs in April: The rapid global response to the economic shutdown both by monetary and fiscal stimulus was a huge tail wind for equities and in April we witnessed substantial flows into equities and out of fixed income.
May 6, 2020 -
BMO Trade Opportunity: Add Some GRANOLAS to Your Portfolio: European Quality Equities for Growth & Income
It’s no secret recipe: the companies that will survive a market correction are the ones with the strongest balance sheets (good cash flow management, low debt), provide low volatility, and will continue to pay dividends despite a harsher economic environment. With these qualities in mind, the “GRANOLAS”* have emerged: several large-cap quality European companies that exhibit all the characteristics that will enable them to come out of the market correction ahead. The BMO MSCI Europe High Quality Hedged to CAD Index ETF (ticker: ZEQ) is a one ticket solution to add a basket of these high Quality European equities to your portfolio.
May 6, 2020 -
Podcast: Defensive Growth Strategies for the Cautious Optimist
As equity markets benefit from renewed confidence, some investors may be afraid of missing out on the rally.
April 29, 2020 -
BMO Trade Opportunity: US Equities with an Enhanced Yield: the BMO Covered Call US High Dividend ETF Fund
These are challenging times for companies, as the economic suppression is expected to have a significant impact to earnings over at least Q1 and Q2. BMO’s High Dividend Covered Call strategy has built a rules-based approach that focuses on long term dividend growers by identifying companies with both a willingness to pay dividends (dividends paid) and an ability to continue to pay those dividends (dividend payout ratio).
April 27, 2020 -
Podcast: Satellite Trade Ideas for Portfolio Rebalancing
In light of recent market volatility, how should investors adjust their portfolios to efficiently manage downside risks?
April 22, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
A discussion on the Energy market as future contracts turned negative, insights on the Bank Of Canada’s Bond-Buying program and looking at Health Care and Infrastructure as sector trade ideas.
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Views from the Desk: Tax-Loss Trade Idea - Sell Your Canadian Oil Stocks and Buy ZEO
Canadian oil companies have been hit hard during the market crisis. If you hold Canadian oil stocks you can sell these to crystalize a loss and buy ETF BMO Equal Weight Oil and Gas ETF (Ticker: ZEO) to maintain the same exposure.
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BMO Sector Trade Opportunity: BMO ETFs Banking on Strength in U.S. and Canadian Banks
Canadian and U.S. Banks are down more than the broad market YTD but have a lot of upside potential. Investors should consider adding these companies to their portfolio as they have attractive valuations and offer a good yield. If you already own Canadian or U.S. banks, you may want to consider implementing a tax loss strategy by selling the securities at a loss, and then maintaining the exposure by replacing it with an ETF.
April 20, 2020 -
Podcast: Defensive Trade Ideas to Manage Volatility Risks
With the looming possibility of an earnings shock, many Advisors are on the hunt for defensive strategies to manage risks and gather income across their clients’ portfolios.
April 15, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
A discussion on the Fed’s decision to begin buying "Fallen Angels", temporary dividend suspensions in Europe, and why now is a great time to look at REITs.
April 15, 2020 -
Views from the Desk: Tax Loss Trade Idea – Sell Your Bank Stocks and Buy ZEB or ZWB
The Big 6 banks are down approximately 30% YTD. If you hold any Canadian bank stocks you can sell these to crystalize a loss and buy either the BMO Equal Weight Canadian Banks Index ETF (ZEB) or for added income buy the BMO Covered Call Canadian Banks ETF (ZWB) to maintain the same exposure.
April 8, 2020 -
Podcast: Factor Investing in Volatile Equity Markets
During turbulent periods, when prices can trade up or down on any given day, factor-based ETFs offer investors a consistent view on equity markets.
April 8, 2020 -
Chinese Equity: New Global Leadership
Global stock markets have been in a state of turmoil from the Covid-19 health crisis, and subsequent economic fallout. In negative markets, we often find new leadership during carnage. Chinese Equity is showing its strength.
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Views from the Desk: Updates in the Equity and Options Market
An update in the equity and options markets, the advantage of factor ETFs right now, and why it may be a good time to look to responsible investing.
April 8, 2020 -
Views from the Desk: Updates in the Fixed Income Marketplace
An update in the credit market, the impact of the oil price on Canadian credit, and fixed income trade ideas for bulls and bears.
April 6, 2020 -
Best Practices for Trading ETFs in Every Climate
COVID-19, combined with the energy shock from competing major oil-producing nations, has led to a period of heightened market volatility and swing investor sentiment. Advisors and investors have recognized the trading efficiency of ETFs, using them as single-ticket solutions to help reposition portfolios, quickly respond to volatile markets and take advantage of price dislocations for clients.
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Podcast: Bond ETFs to Survive (and Thrive) in a Volatile Market
With oil prices in flux – and coordinated production cuts on the horizon – two BMO experts explore the upshot of tighter credit spread in the bond market, especially across the Canadian high-yield and investment grade space. Led by Mark Raes, Head of Product, BMO Global Asset Management Canada, this episode features insightful commentary from Alfred Lee, Portfolio Manager and Investment Strategist, BMO Global Asset Management.
April 7, 2020
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Views From the Desk: Quality Equity ETFs, For the Bulls and the Bears
With the majority of Quality, "blue chip" stocks trading below their 52-week highs, both bulls and bears can take advantage of the equity market sell-off by adding quality companies to their portfolio as core, long-term positions.
April 6, 2020
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Podcast: Equity Trade Ideas for the Current Marketplace
As equity prices shift dramatically in the U.S. and Canada, two BMO experts offer ETF strategies for both bullish and bearish perspectives on the market. Even for investors taking a wait-and-see approach, there are trade ideas which leverage options to mitigate risk – and generate income.
April 1, 2020 -
Podcast: Opportunity vs. Risk in the Fixed Income Universe
With confirmed cases of coronavirus rising rapidly in the U.S., two BMO experts discuss whether a market rally can hold despite the public health situation. In addition to insightful market commentary, the panelists provide useful trading tips, strategies and perspectives on staying invested on the fixed income side of your clients’ portfolios.
March 30, 2020 -
Views from the Desk: Upgrading to Quality in Your Fixed Income Portfolio
The market can reverse course and go lower, but investors may want to take advantage now of the market sell-off by averaging into the market at attractive valuations, and upgrading to quality assets that will be core, long-term positions.
March 30, 2020 -
Currency Hedging in These Markets: To Hedge or Not to Hedge?
Currency is not immune to recent market volatility. Over the past several weeks, currency has experienced extraordinary levels of volatility, which has significantly impacted performance. Your views of the depth and severity of this economic slowdown will determine which currency exposure is best for your portfolio. BMO ETFs offer many U.S. equity and fixed income exposures in both hedged and unhedged versions.
March 27, 2020 -
BMO Sector Trade Opportunity: A tactical time to add exposure to Canadian Banks (ZEB and ZWB)
BMO offers an equal-weighted basket of the Big 6 Canadian Banks in an ETF an also offers an enhanced income ETF version which employs a covered call overlay. Investors can chose which type of Canadian bank exposure is right for their portfolio.
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Podcast: Income Trade Ideas for the Current Marketplace
As expectations for social distancing go from weeks to months, two BMO portfolio managers offer innovative income strategies to give your clients a head start on a potential market recovery – with enhanced yield through large cap, high dividend and covered call exposures.
March 25, 2020 -
Views from the Desk: Equity Income Strategies in These Markets
The extreme price decline in equity markets has created the unintended benefit of higher yields. Equity income-oriented strategies have become attractive opportunities for investors to enter the market while getting paid as they wait for markets to rebound.
March 25, 2020 -
BMO Sector Trade Opportunity: Tactical Golden opportunity (ZGD)
We are reviewing our ETF line up for the best buying opportunities, both in terms of the realized price retreat and each ETF’s potential to outperform during trying economic conditions. Recently, we have identified gold equities as an asset class with attractive valuations and an economic backdrop which could support it over the next 6-12 months.
March 24, 2020 -
Market Update Webcast: Jeremy Fehr, SIA Wealth
SIA Wealth provides insights on adding a tactical sleeve of 20-25% in these markets.
March 25, 2020 -
Podcast: Decoding Price Movements in the Fixed Income Universe
As the Federal Reserve steps in to support the corporate bond market, two BMO ETFs experts break down the investor response and provide a go-forward understanding of fixed income ETFs, funds and bonds.
March 23, 2020 -
Views from the Desk: Understanding the price movements of fixed income ETFs, funds and bonds
Looking for bond exposure in a stressed market? Find out why fixed income ETFs provide better liquidity during volatile periods – and get actionable trading ideas – in our handy guide to ETF investing.
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Views from the Desk: Keep Calm and Carry On
With markets staggering from the “one-two punch” of COVID-19, Alfred Lee provides short-term and long-term opportunities for the fixed income side of your portfolio.
March 19, 2020
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ZQB and ZBBB: Quality Up, Risk Down in Your Fixed Income Exposure
With coronavirus becoming the main concern in markets, Advisors may want to rethink their clients’ positioning, especially on the fixed income side of the portfolio.
March 10, 2020 -
In Turbulent Markets, Defence is the Best Offence
Given the late stage of the business cycle now, and current market instability, investment in alternative income strategies that have lower overall volatility and higher yield is an excellent way to improve a portfolio’s defensive characteristics.
March 10, 2020 -
BMO Sector Trade Opportunity: A Tactical Time to Add Exposure to Canadian Banks
As coronavirus puts all equities under pressure, the “Big 6” offer a proven record of generous yields and strong long-term returns. Learn how to access them through a single ETF with a covered call layer.
March 19, 2020
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