BMO Canadian ETF Dashboard
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Current Trade Ideas
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Allocating Cash in Uncertain Markets - Time in the market is more powerful than timing the market
ADVISOR/BROKER USE ONLY Time in the market is more powerful than timing the market. Where can we invest today given uncertainty about the future?
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Hungry For Yield? 5 BMO ETFs Yielding > 5%
BMO ETFs presents our top 5 picks over 5% for investors who are looking for ideas to enhance the level of yield in their portfolios.
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BMO ETFs Inflation Report
January 25, 2021
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Views from the Desk: Updates in the Equity and Fixed Income Market
Chris Heakes and Alfred Lee, BMO ETF Portfolio Managers, provide updates on the Archegos story, talk about ways to hedge a portfolio against inflation, give an update on the value trade and provide more insight on the changes to the S&P Global Clean Energy Index.
April 7, 2021 -
BMO Trade Opportunity: In a Recovering Economy, Mid & Small Caps Are All That
It is a tactical time to be looking at small and mid cap equities. These cap levels are rotating into favour as the current market cycle benefits these companies. Investors can diversify their large cap holdings by adding tactical exposures to mid and small caps. The BMO S&P US Small Cap Index ETF (ZSML) and the BMO S&P US Mid Cap Index ETF (ZMID) are baskets of small and mid cap equities, both using an index approach with recognized S&P indexes.
April 6, 2021 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Mark Raes and Alfred Lee, BMO ETF Portfolio Managers, provide updates on the Archegos story, and its impact on US Bank ETFs. They also discuss ZBAL, preferred shares, and provide insight on SPACs.
March 31, 2021 -
Views from the Desk: Protecting a Bond Portfolio Against Rising Rates
Over the last six weeks, bond yields have experienced a significant rise. As of March 23, 2021 the U.S. 10-year which is now 1.62% is 56bps higher than the end of January, while the Canadian 10-year currently sits at 1.49%, 60bps higher over the same period.
March 29, 2021 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris Heakes and Alfred Lee, BMO ETF Portfolio Managers, provide updates on dividend strategies, clean energy and the recent rally in mid and small cap equities.
March 24, 2021 -
BMO Trade Opportunity: BMO Premium Yield ETF (ticker ZPAY): An Alternative Income Strategy for Today’s Markets
ZPAY was launched on January 15th, 2020, right before the economic turmoil and equity market sell-off brought on by the global pandemic. ZPAY was designed to provide defensive yield and downside protection, with an ability to participate in market upside as well, and this is exactly what the ETF delivered since it was launched last year.
March 22, 2021 -
BMO Sector Trade Opportunity: A tactical time to add exposure to Canadian Banks
March 22, 2021
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Views from the Desk: Updates in the Fixed Income and Equity Market
Chris Heakes and Matt Montemurro, BMO ETF Portfolio Managers, provide a market update on the proposed Shaw & Rogers merger, and look at ETF trade ideas in next generation internet, gold and base metals and BBB bonds.
March 17, 2021 -
Views from the Desk: Canadian Preferred Shares (ZPR)
March 15, 2021
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Views from the Desk: U.S. Preferred Shares (ZUP/ZUP.U/ZHP)
March 15, 2021
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Views from the Desk: Using U.S. TIPS in Keeping up with Inflation
Alfred Lee, Portfolio Manager & Investment Strategist
March 4, 2021 -
ESG Investing – Don’t forget to consider bonds
While ESG investing is not a new concept, it has certainly been gaining a lot of traction among the broader investment community over the last half decade. Environmental, Social and Governance, or “ESG”, factors are expected to become increasingly important, not only for retail investors but for larger, institutional investors as well. Socially Responsible Investing (SRI), which shares similar values as ESG, has been around for many decades, but was considered a niche requirement among a targeted subset of investors.
March 4, 2021 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris Heakes and Alfred Lee, BMO ETF Portfolio Managers, discuss growing investor interest in ESG, why now is a good time to look at ZAUT, an update on value, and fixed income trade ideas for high yield and EM bonds.
March 10, 2021 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris McHaney and Matt Montemurro, BMO ETF Portfolio Managers, discuss Quality, Genomics, Canada’s outperformance YTD, and fixed income positioning in light of recent volatility. They provide trade ideas highlighting ZGQ, ZGEN, ZCM, ZCS, ZQB, and ZBBB.
March 3, 2021 -
Views from the Desk: Investing in a More Complete Energy Picture
Clean energy has been an emerging investment theme and growing megatrend as clean energy mandates become more popular and mainstream and the companies who are exposed are benefitting from this evolving trend as it continues to gain traction.
February 25, 2021 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss valuations on the NASDAQ, the emerging theme of Fintech, an update on Canadian banks’ earnings, and provide some fixed income trade ideas for ZAG, ZBBB and ZEF.
February 24, 2021 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris McHaney and Matt Montemurro, BMO ETF Portfolio Managers, discuss Canadian equity markets, ESG Fixed Income, Emerging Markets and also look at factors affecting the steepening yield curve.
February 17, 2021 -
Clean Energy: A Megatrend That's Here to Stay
Clean energy is one megatrend that will be with us for the rest of our lives. Every day we consume finite resources that are damaging to the environment and are becoming expensive to develop. As a society, we are transitioning into more sustainable ways to maintain our energy intensive world. ZCLN provides exposure to the increasing growth in global clean energy through the world's most invested clean energy index.
February 16, 2021 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss market valuations, slow roll out for the vaccine, inflation and clean energy.
February 10, 2021 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris McHaney & Alfred Lee, BMO ETF Portfolio Managers, discuss some of the new ETF listings such as ZCLN, ZTIP and ZWT. They also look at the Banks sector and talk about Biden’s first week in office.
January 27, 2021 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris McHaney & Alfred Lee, BMO ETF Portfolio Managers, discuss low volatility strategies, trade ideas in credit and health care, look at the one year performance of ZPAY, and talk about mega trends.
January 20, 2021 -
Currency Hedging in These Markets: To Hedge or Not to Hedge?
During the extreme market volatility in the early days of the pandemic, USD strengthened when demand for the greenback increased as investors searched for an equity market safe haven. CAD hit a low of $0.68 relative to USD on March 19th. The loonie was under pressure, affected by both low interest rates and the falling price of oil which hit below $30 per barrel in April. Since then, CAD has been on a rally, thanks to a recovering oil price, a demand for materials, and a weaker USD. CAD hit a high of $0.78 on December 15th, which represents a 14% gain since it bottomed in March.
January 7, 2021 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris Heakes and Matt Montemurro, BMO ETF Portfolio Managers, look back at what happened in the markets in 2020, give an update on currency, and provide some trade ideas for 2021.
January 13, 2021 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris Heakes, Chris McHaney & Alfred Lee, BMO ETF Portfolio Managers, update on a steepening yield curve and the addition of Tesla to the S&P 500. They also provide a market outlook for 2021 and include their top ETF picks for the new year.
December 16, 2020 -
BMO Trade Opportunity: In a Recovering Economy, Small Caps Are All That
As market sentiment has turned decidedly risk-on, investors have been gravitating to small caps with an understanding that the market environment is supportive of this asset class.
December 9, 2020 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris McHaney & Alfred Lee, BMO ETF Portfolio Managers, provide an update on the index changes to the BMO segmented fixed income ETFs (ZGB,ZCB,ZSB), on the developments with the vaccine distribution and the U.S. stimulus package, and an overview of the dividend growers focus in the BMO Dividend ETFs.
December 9, 2020 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss the Biden administration’s impact on ESG investing, provide an update on low volatility strategies, and give some trade ideas for covered calls and inflation hedges.
December 2, 2020 -
Views from the Desk: Updates in the Fixed Income and Equity Market
Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss the equity market’s reaction to developing vaccine news, pending SEC regulations on U.S.-listed Chinese equities, and provide an update in the preferred share space. They also look at the recent performance of Base Metals and talk about the tailwinds in this sector right now.
November 25, 2020 -
U.S. Elections Aftermath: Moving On
Presidential Race: Biden has declared victory as Trump refuses to concede.
November 23, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss optimism in equity markets, Tesla’s addition to the S&P 500, and the growing importance of ESG.
November 18, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris Heakes and Matt Montemurro, BMO ETF Portfolio Managers discuss the market’s response to the COVID-19 vaccine and election news, as well as some sector trade ideas.
November 11, 2020 -
ZNQ and ZUQ: U.S. Equity Barbell Strategy
At One Summit Capital, we believe that not all factors are created equal. Our strategy selects for two styles in the S&P 500 – Quality and Growth – which we implement using the BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) and the BMO NASDAQ 100 ETF (Ticker: ZNQ). These ETFs complement each other well, creating an American equity sleeve, which adds value and diversification to the average Canadian equity portfolio.
November 5, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss defensive growth positioning using Quality and Low Vol ETFs and Alfred walks us through his Q4 guided portfolio.
October 28, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris McHaney and Alfred Lee, BMO ETF Portfolio Managers, discuss how volatility is impacting options strategies such as ZWG & ZPAY, how to use real return bonds and ZRR in portfolio construction, and provide insight on tax-loss harvesting.
October 21, 2020 -
BMO Trade Opportunity: BMO Premium Yield ETF: An Alternative Income Strategy for Today’s Markets
Traditional income strategies which worked in the past may not work as well today as we enter an ultra-low rate and heighted volatility environment. Global yields are at historic lows and dividends are under pressure as companies become cash strapped. The BMO Premium Yield ETF (ticker: ZPAY) is a defensive and dynamic strategy which provides consistent yield while maintaining exposure to equity markets. It takes advantage of increased market volatility to enhance portfolio income in a tax-efficient way.
October 20, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris Heakes and Alfred Lee, BMO ETF Portfolio Managers, discussed sector plays in Infrastructure and Health Care, Global Quality exposure, and provided an update on preferred shares.
October 14, 2020 -
Is Investing in the Total Stock Market a Total Stock Mistake?
Modern Portfolio Theory tells us that over the long-term, small cap companies should outperform large caps because investors should be paid for the added risk they take on. However, given the data set and conclusions below, this theory is not exactly proven. We believe small and mid cap companies add value when they are tactically added at strategic points over time but can add more risk and less return on the long run, causing portfolio “diworstification” instead of intended diversification.
October 14, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris Heakes, Alfred Lee and Matt Montemurro, BMO ETF Portfolio Managers, provide comments on last night’s U.S. Presidential Debate and some ETF trade ideas as we enter election season.
September 30, 2020 -
U.S. Elections Aftermath Moving On
How Have Markets Responded? A Tale Of Two Halves
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U.S. Elections 101
U.S. Presidential Election Product Roadmap
October 13, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris Heakes and Chris McHaney, BMO ETF Portfolio Managers, discuss ETF flows into Government Bonds, Canadian equities, and make a case for Canadian over Global in fixed income.
October 7, 2020 -
Emerging Growth Opportunities with Emerging Market Equities: The growth engine of the global economy
U.S. equities have dominated all other regions in terms of equity growth over the last decade. The 10-year annualized return of the S&P 500 is 15% vs the MSCI World Index return of 11%.1 Investors have relied on U.S. equities to fulfill their need for growth, and this strategy has been working. But investors should not rely exclusively on the U.S. for growth.
October 5, 2020
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Current Podcasts
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Global Macro Views – Focus on Market Rotation (From BMO’s Multi-Asset Solutions Team)
Listen Now
April 7, 2021 -
Podcast: Staying the Course with Quality & Low-Vol
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April 7, 2021 -
Podcast: Taking Caution with Alternative & SPAC Investments
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March 31, 2021 -
Global Macro Views – Focus on Inflation (From BMO’s Multi-Asset Solutions Team)
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March 25, 2021 -
Podcast: Tactical Opportunities with Small & Mid-Cap Stocks
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March 24, 2021 -
Podcast: Decoding Q1 Canadian Bank Earnings
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March 23, 2021 -
Podcast: What Rogers-Shaw Deal Means for Low-Vol ETFs
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March 17, 2021 -
Podcast: Why ZCLN Can Power Long-term Growth
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March 15, 2021 -
Podcast: Capturing Growth with ESG & High Yield Exposures
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March 10, 2021 -
Podcast: Reducing Duration Risk with Corporate Bonds
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March 3, 2021 -
Podcast: Maximizing Tech Opportunities & Bond Yields
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February 24, 2021 -
Podcast: Betting on Megatrends with Innovation ETFs
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February 23, 2021 -
Podcast: Rebalancing Canadian, ESG & EM Exposures
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February 17, 2021 -
Podcast: Guarding Against Inflation & VIX Concerns
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February 10, 2021 -
Podcast: Future-proofing with Clean Energy & TIPS
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January 27, 2021 -
Podcast: Navigating Unknowns with Low-Vol & BBB Bonds
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January 20, 2021 -
Podcast: Currency Implications for 2021 ETF Trades
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January 18, 2021 -
Podcast: Recovery Gains with US Banks, Small-Caps & Long Bonds
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January 13, 2021 -
Podcast: Exploring Upside in S&P 400 & 600 Indexes
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December 21, 2020 -
Podcast: Outlook - Top ETFs & Trends to Watch
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December 16, 2020 -
Podcast: Decoding Q4 Canadian Bank Earnings
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December 14, 2020 -
Podcast: Building Growth with Cautious Optimism
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December 9, 2020 -
Podcast: Shielding Portfolio Gains from VIX Turbulence
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December 2, 2020 -
Podcast: Switching Gears with Value, Small-Caps & Preferred Shares
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November 25, 2020 -
Podcast: Playing the Waiting Game on Vaccines
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November 18, 2020 -
Podcast: Top ETF Strategies in the Post-Election Chaos
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November 11, 2020 -
Podcast: Tax-Loss Harvesting for 2020 Year-End
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November 10, 2020 -
Podcast: U.S. Election Aftermath for Investors
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November 4, 2020 -
Podcast: Turning Uncertainty into an Income Stream
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October 28, 2020 -
Podcast: Using ZEB & ZBK to Wait Out Volatility
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October 27, 2020 -
Podcast: Strategizing for November Market Turmoil
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October 21, 2020 -
Podcast: Chasing Yield with Quality & Preferred Shares
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October 14, 2020 -
Podcast: Portfolio Rebalancing between US, Canada & Emerging Markets
Listen Now
October 7, 2020
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New ETFs
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Innovation ETFs
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BMO Clean Energy Index ETF
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Disruptive Innovation Whitepaper
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Megatrends & Thematic Investing with BMO ETFs
Investing in the Future, Today
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ZWT – BMO Covered Call Technology ETF
Portfolio of technology stocks transforming the new economy
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ZCLN Presentation
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Innovation ETFs Presentation
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Biden’s Quest to Decarbonize US Power – MSCI
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S&P Clean Energy Blog
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Podcast: Betting on Megatrends with Innovation ETFs
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S&P Global Clean Energy Index Methodology
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Clean Energy & ESG
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Inflation Protection
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Growth & Income: Covered Call Technology
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Currency Options
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- 2021 ETF Economic Forum
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Past Trade Ideas
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Views from the Desk: Updates in the Equity and Fixed Income Market
Chris Heakes & Matt Montemurro, BMO ETF Portfolio Managers, provide updates on Low Volatility strategies, insight on the NASDAQ sell-off, and some trade ideas for global dividend (ZWG), gold (ZGD) and long federal bonds (ZFL).
September 23, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris McHaney and Chris Heakes, BMO ETF Portfolio Managers, updates on BP’s recent peak oil report, a look at ZPAY, and thoughts on ESG investing as it gains momentum and interest among investors.
September 16, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris Heakes and Matt Montemurro, BMO ETF Portfolio Managers, provide insight on current ETF flows, look at the recent tech sell-off, and their thoughts on adding EM equities to portfolios using the BMO MSCI Emerging Markets Index ETF (ZEM).
September 9, 2020 -
An Alternative Way of Thinking About Portfolio Construction
Alternative investing using BMO ETFs, which highlights three alternative asset groups (ZGD, ZGI, ZRE) and two alternative strategies (ZPAY, ZZZD).
September 8, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris McHaney and Chris Heakes, BMO ETF Portfolio Managers, updates on Fixed Income, Emerging Market Bonds, the Dow Jones Index re-balances, Currency and Quality.
September 2, 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.
August 28, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris McHaney and Chris Heakes, BMO ETF Portfolio Managers, updates on Canadian Banks, US Banks, Defensive Growth for US Equities, Gold, and USD ETFs.
August 26, 2020 -
Views from the Desk: Income Ideas - Getting Paid to Wait
The S&P 500 reached an all-time high on Aug 18th, surpassing pre-covid levels. While investors often look to the index as an indication of the overall market/economy’s health, really what’s happening is bifurcation of the market. Certain companies (Microsoft, Amazon, Apple, Facebook) are doing very well benefitting from the secular trend of digitization while other companies are still well below where they were pre-covid.
August 19, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Matt Montemurro and Charles Myssie, BMO ETF Portfolio Managers update on Quality, Low Volatility, Corporate Spreads, Gold and Fixed Income.
August 12, 2020 -
Views from the Desk: Top ETF Picks Over 6%
In the current economic environment, the hunt for yield is difficult. Interest rates are at historic lows, some even turning negative. The 10-year US treasury is yielding 0.52% today, a 118bps drop from one year ago.1 Investors should look to alternative income strategies such as BMO’s covered call option ETFs where they can generate meaningful portfolio yield that is tax efficient. Here are our top picks yielding over 6% for this month.
August 11, 2020 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Chris Heakes and Chris McHaney, BMO ETF Portfolio Managers, updates on defensive growth investing, flows in fixed income ETFs, sector rotation strategies, and core satellite investing with broad market index ETFs.
August 5, 2020 -
Market Update Webcast: Jeremy Fehr, SIA Wealth
SIA Wealth provides insights on adding a tactical sleeve of 20-25% in these markets.
August 3, 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 -
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 -
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 -
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 -
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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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 -
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 -
Views from the Desk: Updates in the Equity and Fixed Income Market
Updates in the Equity and Fixed Income Market on Quality and Low Vol, Canada and the Energy Trade, Option and Derivatives, Opportunities in Fixed Income, and Emerging Markets.
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 -
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 -
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.
May 20, 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 -
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 -
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 -
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.
April 22, 2020 -
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 -
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 -
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.
April 8, 2020 -
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.
April 8, 2020 -
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 -
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 -
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 -
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 -
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
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Past Podcasts
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Podcast: How to Election-Proof an Investment Portfolio
Listen Now
September 30, 2020 -
Podcast: Finding Defensive Growth in a Fearful Market
Listen Now
September 23, 2020 -
Podcast: Why Emerging Markets Attract the “Smart Money” in ETF Flows – A ZEM Investigation
Listen Now
September 29, 2020 -
Podcast: Patient Strategies for “Peak Oil” & Mid-cap Equities
Listen Now
September 16, 2020 -
Podcast: Protecting Yield in Times of Volatility
Listen Now
September 9, 2020 -
Podcast: Rebalancing Bonds, Mega-Caps & CAD/USD
Listen Now
September 2, 2020 -
Podcast: Riding the Highs with Banks, Gold & Quality
Listen Now
August 26, 2020 -
Podcast: Why “Alternatives” Enhance Portfolio Risk and Reward
Listen Now
August 25, 2020 -
Podcast: “Getting Paid to Wait” through a Crisis
Listen Now
August 19, 2020 -
Podcast: A “Wild Ride” for Gold, Bonds & Quality
Listen Now
August 12, 2020 -
Podcast: Hedging Against U.S. Political Uncertainty
Listen Now
August 5, 2020 -
Podcast: Investing in Big Tech, Gold Equities & Bonds
Listen Now
July 29, 2020 -
Podcast: Smart Bets for the Opportunistic Investor
Listen Now
July 22, 2020 -
Podcast: Why “Quality” Outperforms in Bear and Bull Markets
Listen Now
July 20, 2020 -
Podcast: A Closer Look at Q2 Earnings, Nasdaq & Emerging Markets
Listen Now
July 15, 2020 -
Podcast: Flight to Quality, Beta and Government Bonds
Listen Now
July 8, 2020 -
Podcast: Balancing Gold, Equities and Short & Mid Credit
Listen Now
June 25, 2020 -
Podcast: Key Exposures for a Defensive Growth Portfolio
Listen Now
June 17, 2020 -
Podcast: Becoming the “Smart Money” in ETF Flows
Listen Now
June 10, 2020 -
Podcast: ZMBS for Defensive Income in the Portfolio
Listen Now
June 10, 2020 -
Podcast: Are Defensive Growth Strategies Working?
Listen Now
June 3, 2020 -
Fully insured, AAA rated - What's different about Canadian MBS?
Listen Now
BrightTALK, June 3, 2020 -
Podcast: Decoding Bank Earnings, Gold and China
Listen Now
May 27, 2020 -
Podcast: Why ZPAY Earns More Through a Crisis
Listen Now
May 22, 2020 -
Podcast: Adding a Growth Sleeve to Client Portfolios
Listen Now
May 11, 2020 -
Podcast: Cautious Growth Strategies for the Fragile Market Recovery
Listen Now
May 13, 2020 -
Podcast: ZWG for Enhanced Yield in Volatile Markets
Listen Now
May 11, 2020 -
Podcast: Equity Trade Ideas as the Economy Re-opens
Listen Now
May 6, 2020 -
Podcast: Defensive Growth Strategies for the Cautious Optimist
Listen Now
April 29, 2020 -
Podcast: Satellite Trade Ideas for Portfolio Rebalancing
Listen Now
April 22, 2020 -
Podcast: Defensive Trade Ideas to Manage Volatility Risks
Listen Now
April 15, 2020 -
Podcast: Factor Investing in Volatile Equity Markets
Listen Now
April 8, 2020 -
Podcast: Bond ETFs to Survive (and Thrive) in a Volatile Market
Listen Now
April 7, 2020 -
Podcast: Equity Trade Ideas for the Current Marketplace
Listen Now
April 1, 2020 -
Podcast: Opportunity vs. Risk in the Fixed Income Universe
Listen Now
March 30, 2020 -
Podcast: Income Trade Ideas for the Current Marketplace
Listen Now
March 25, 2020 -
Podcast: Decoding Price Movements in the Fixed Income Universe
Listen Now
March 23, 2020
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