ETF Roadmap
Find ETF Investments that match your goals.
Trade Ideas
While geopolitical concerns between Russia and the Ukraine have dominated headlines, the main headwind for assets has been inflation and central bank efforts to tame its effects through the unwinding of many COVID-19-response policies.
It’s becoming apparent that maintaining a green agenda and keeping the price of fossil fuels low is impossible with the current infrastructure. Although the controversial Keystone XL pipeline, is unlikely to be resurrected, Canadian energy companies are currently in discussions with the government to explore ways of increasing utilization of existing pipelines and exporting oil through railway.
BMO ETFs presents our top 5 picks yielding over 5% for investors who are looking for ideas to enhance the level of yield in their portfolios.
Recent Podcasts
This week, the Fed raised its key interest rate by another 75 basis points in an effort to tame inflation. As we teeter between a soft and hard landing, could this aggressive move tip the scales? In today’s episode, portfolio managers Alfred Lee, Matt Montemurro, and your host, Mark Raes, discuss how the market seems to be striking off bad news. They also look at mid-year tax-loss selling, a big week for Nasdaq companies, and a potential commodity supercycle.
After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including current views on inflation’s trajectory, portfolio construction across various asset classes, real yields, structural supply issues, and strategies for protecting against falling equities.
Under the cloud of a potential recession, investors are looking for shorter-term solutions, such as money market ETFs, to weather the storm with rate protection. In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Kevin Prins, discuss which direction the sideways market will go. They also look at income-oriented solutions, oil and gas markets, and Canadian housing.
This week, the Bank of Canada surprised markets by raising interest rates by a whopping 100 basis points. In today’s episode, portfolio managers Chris Heakes and Matt Montemurro, as well as your host, Mark Raes, discuss how central banks so badly misjudged inflation and what it means for the chances of an economic downturn. They also look at short-term bonds, energy, U.S. equity markets, and ESG investing.
Stay informed
Sign up to receive weekly emails publications from BMO Global Asset Management.