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.
Central banks are laser focused on tackling inflation, but even with their aggressive approach, could it persist longer than markets are expecting? In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, Mark Raes, discuss inflation-linked ETF strategies, as well as U.S. equities and banks, energy, and the portfolio construction and performance of Z-B-I, BMO’s Canadian Bank Income Index ETF.
Given ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning.
After months of escalating tension, Russia launched a full-scale invasion into Ukraine on Thursday, which sent markets into turmoil. As an illustration of the heightened unease, market indicators, such as the VIX Index and various credit spread indicators, remain elevated.
2021 was a strong year for markets and a record year for ETFs. But what’s the outlook for 2022? In this episode, Danielle Neziol and Mark Raes discuss hot topics including responsible investing, inflation, and the recent rotation towards the banking and energy sectors. Listen as our experts examine BMO ETFs that offer investors a chance to access — or hedge against — these big trends.