Related Strategy & Insights
This report highlights our fixed income positioning strategies for the first quarter beginning January 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 March 31, 2023, unless otherwise indicated.
Related Trade Ideas & Podcasts
The artificial intelligence boom is here. But will it soon bust? On today’s episode, portfolio managers Matt Montemurro, Chris Heakes and your host, Mckenzie Box, analyze Big Tech’s growth prospects. They also discuss the tentative U.S. debt ceiling deal, the overheating economy and international equities.
As the default rate ticks higher, refinancing risk sits on the horizon. In today’s special episode, portfolio managers Alfred Lee, Matt Montemurro, and your host Mckenzie Box analyze the cracks in the banking system and where vulnerabilities lie. They also discuss tech giant earnings, First Republic’s plunging shares and the quality factor.
After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including current views on inflation’s trajectory, portfolio construction across various asset classes, real yields, structural supply issues, and strategies for protecting against falling equities.
Tools and Performance Updates
Momentum report
List of the performance of all BMO ETFs
ETF Roadmap
Find ETF Investments that match your goals.