Related Strategy & Insights
All prices, returns and portfolio weights are as of market close on June 30, 2023, unless otherwise indicated.
All prices, returns and portfolio weights are as of market close on March 31, 2023, unless otherwise indicated.
All prices, returns and portfolio weights are as of market close on December 31, 2022, unless otherwise indicated.
All prices, returns and portfolio weights are as of market close on September 30, 2022, unless otherwise indicated.
Related Trade Ideas & Podcasts
As the U.S. earnings season closes out, portfolio managers Alfred Lee, Omanand Karmalkar, and your host, Erika Toth, inspect companies’ report cards — putting the “Magnificent Seven” under the microscope. They also discuss dividend strategies, Canada’s inflation rate, Energy, and U.S. dollar-denominated ETFs.
Inflation on both sides of the border is edging higher, forcing central banks to strike a more hawkish tone, while rising oil threatens to keep the heat turned up on consumer prices. On today’s episode, BMO Global Asset Management portfolio managers Chris Heakes and Alfred Lee, and your host Mckenzie Box, discuss the latest North American CPI prints, and what they mean for fixed-income investing, while also diving into what elevated oil prices could signal about where the market goes from here.
Recent market events have taken investors on a walk down memory lane, as elements of the banking crisis look eerily similar to the challenges faced in the ‘80s and ‘90s. Where will regulators’ approaches lead? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which analyze the central banks’ rate decisions, inflation’s trajectory, a shift in factor leadership, and portfolio construction across asset classes.
Tools and Performance Updates
Momentum report
List of the performance of all BMO ETFs
Full transparency on how BMO GAM voted, by ETF
Search by fund name, ticker or ISIN