Related Strategy & Insights
In this report, we highlight our fixed income positioning strategies for the second quarter ended March 31, 2023 (calendar year).
This report highlights our fixed income positioning strategies for the first quarter beginning January 1, 2023 (calendar year).
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
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.
The new BMO Canadian Bank Income Index ETF (Ticker: ZBI) is an innovation in fixed income, but how does it fit into a portfolio? In this episode, Alfred Lee and Rob Butler dive deep into the benefits of fixed income ETFs, the process behind creating ZBI and the objectives in crafting its investment exposure, the three components that make up ZBI, and expectations for the future.
Tools and Performance Updates
List of the performance of all BMO ETFs
ETF Roadmap
Find ETF Investments that match your goals.