Daniel Stanley

Third quarter earnings season for Canada’s biggest lenders saw share prices slump amid rising loan-loss provisions and broader economic concerns. Yet amid the gloom, our experts parse out reasons why Canadian banks are a wise investment for long-term investors. On this episode, Sohrab Movahedi, Chris Heakes, and your host Daniel Stanley, dissect the latest earnings results among the Big 6 banks, and examine what 2024 could hold for the lenders and investors.

In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley take a deep dive into second quarter earnings from Canada’s ​“Big Six,” discussing how the mixed results weighed on investor sentiment. They also examine the markets’ reaction to higher rates and recession risk, the U.S. banking crisis, ETF strategies, TD Bank’s termination of the First Horizon merger, technology’s resurgence, the first ​“social media bank run” and consumer resilience.

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.

Lower costs, high liquidity and tax efficiency are just three reasons why ETFs are elegant yet practical solutions for trading into (and out of) precise sector exposures. Daniel Stanley, Director, Institutional & Advisory, ETF Distribution, BMO ETFs, makes the strong case that for discretionary portfolio managers, there is simply no better product out there.

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.”