Related Strategy & Insights
In this report, we highlight our fixed income positioning strategies for the fourth quarter beginning October 1, 2023 (calendar year).
In this report, we highlight our fixed income positioning strategies for the third quarter beginning July 1, 2023 (calendar year).
In this report, we highlight our fixed income positioning strategies for the second quarter ended March 31, 2023 (calendar year).
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.
Related Trade Ideas & Podcasts
Higher interest rates for longer are creating volatility for long bonds, while providing an opening for investors to earn attractive yields on the front end of the curve. Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the latest market dynamics, and portfolio positioning across asset classes.
Are the central banks winning the battle against inflation? While the latest Canadian CPI print suggests we are moving in the right direction, it’s likely too early to call a victory. In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the inversion of the yield curve, the U.S. dollar, Canadian banks’ valuations, Technology and portfolio positioning across asset classes.
Tools and Performance Updates
Momentum report
List of the performance of all BMO ETFs