Last week, the Fed raised its key interest rate by 75 basis points, prompting speculation that a similar move by the Bank of Canada may be on the horizon. In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, Mark Raes, break down what that could mean for the fixed income market. They also discuss corporate bond spreads, dividend ETF strategies, volatility, and the utilities sector.
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into second quarter results from Canada’s “Big Six,” discussing their outlook for Financials, how banks weather uncertainty, metrics that can help gauge the economy’s strength, and real estate. They also look at strategies to hedge against inflation, including the BMO Canadian Dividend ETF (ZDV) and the BMO Canadian High Dividend Covered Call ETF (ZWC).
As market volatility persists and concerns about a recession grow, how will central banks respond? In today’s episode, Chris Heakes, Alfred Lee, and your host, Mark Raes, discuss ways for investors to manage these uncertainties, including covered call and low-volatility strategies. They also look at the bond market, widening yield spreads, and performance across the cap spectrum.