In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into first-quarter results from Canada’s “Big Six,” discussing how the banks are “rolling with the punches.” They also explore the possibility of a recession, putting credit costs into context, the philosophy of equal weighting, and the evolving Canadian housing ecosystem.
Director, Institutional & Advisory
Daniel has over 20 years of experience in the capital markets industry includes positions in sales and investment management in Toronto and New York City. During his 7 years at CIBC World Markets he developed expertise in helping advisors use structured products and foreign exchange solutions. He managed global currency exposure at Bloomberg LP, and previously held a role as an investment advisor at RBC Dominion Securities, where he advised clients on security selection and portfolio management. Daniel’s consultative approach to working with investors is well suited to increasing the awareness of BMO ETFs among retail and institutional clients. Daniel is a CFA Charterholder and holds a B.A. in Economics and Political Science from McGill University.
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into fourth quarter results from Canada’s “Big Six,” discussing the state of the economy, dividend increases, OSFI’s decision to raise the domestic stability buffer, the size factor, recent acquisitions, and the changing dynamics in the real estate market.
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dig deeper into fourth quarter results from Canada’s “Big Six,” taking stock of the past year and putting a spotlight on major performance drivers – such as inflation, interest rates and the pandemic. Our experts also offer multiple ways to gain exposure, focusing on the BMO Equal Weight Banks Index ETF (ZEB) and BMO Covered Call Canadian Banks ETF (ZWB).
Quarterly Newsletter Articles
Daniel Stanley, Director, Institutional & Advisory, dives deep into Factor investing, examining the differences between Factors and Styles, outlining Factor investing’s key benefits, and exploring how a strategy like low volatility can best be integrated into a portfolio.
Understanding the interests of Millennial and Gen Z clients is an increasingly important consideration for investment counsellors and portfolio managers. Daniel Stanley, Director, Institutional & Advisory, examines the role Responsible Investing and ESG solutions can play in deepening relationships with younger clientele.
With interest rates rising and volatility persisting, Daniel Stanley, Director, Institutional & Advisory, examines the role of fixed income in asset allocation — and the tax benefits of discount bonds.
As family offices and investment counsellors grapple with changing economic and geopolitical factors, Daniel Stanley, Director, Institutional & Advisory, BMO ETFs, shares his views on the need to look outside of traditional assets to satisfy your clients’ needs for a diversified, risk mitigated portfolio.
As family offices and investment counsellors grapple with a changing world, Daniel Stanley, Director, Institutional & Advisory, BMO ETFs, shares his views on the need to look outside fixed income to satisfy your clients’ income requirements.
Views on the fiduciary responsibility to re-think your bond exposure, screen for ESG risks and overcome the obstacles to implementation.
Exchange Traded Funds are effective market access tools, giving family offices greater control over several important elements in investing: currency exposure, taxation, investing costs, enhancing the portfolio construction and implementation process.
The modern-day fiduciary, faced with lower interest rates and higher income needs than their predecessors, should heed the words of Albert Einstein who once said, “in the middle of difficulty, lies opportunity.”