ZTL - BMO Long-Term US Treasury Bond Index ETF

In its final decision of 2023, the Bank of Canada held its key rate steady at 5%. Is this a sign cuts are on the horizon? In today’s episode, portfolio managers Chris Heakes, Winnie Jiang, and your host, McKenzie Box, explore what lies ahead. They also discuss Q4 bank earnings and sector ideas for 2024.

Has the latest U.S. CPI print cemented the end to Fed rate hikes? In our 200^th episode, portfolio managers Matt Montemurro, Chris McHaney, and your host, McKenzie Box, analyze this small, but important, improvement on the inflation front. They also discuss what’s trending in BMO ETFs, the outlook for the U.S. dollar and commercial real estate.

Treasuries are back on investors’ minds this week, this time with many looking for a tactical trade at the long end of the curve. In today’s episode, portfolio managers Chris Heakes, Matt Montemurro, and your host, McKenzie Box, explore the upside of a barbell approach as interest rates continue to plateau. They also discuss getting back into dividend stocks, tax-loss harvesting, and making lemonade when markets give you lemons.

Canada’s banking regulator cracked down on HISA ETFs in a long-awaited ruling. In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Andrew Vachon, digest OSFI’s decision and provide places to park cash. They also discuss the latest Fed and Treasury announcements, the likelihood of a technical recession, and developments from the Bank of Japan.  Andrew Vachon is a Senior Product Manager at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management.  The episode was recorded live on Thursday, November 2, 2023.

In its latest announcement, the Bank of Canada held interest rates steady at 5%, opening the door to speculation. In today’s episode, portfolio managers Matt Montemurro, Omanand Karmalkar, and your host, Mckenzie Box, discuss the central banks’ downgraded outlook and when it could reach its 2% inflation target. They also explore a barbell strategy, dividend stocks, market volatility and the U.S. earnings season.

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.

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.

2022 was a challenging time in the markets, which had investors riding the waves of uncertainty. As we enter the new year, are inflation and interest rates trending in the right direction? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the 2023 market outlook, central banks, gold, key risks, and portfolio construction across various asset classes.