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.
M. Fin, CFA, Chef, Actions, Stratégie disciplinée, Directeur de portefeuille
M. Heakes s’est joint à l’équipe Gestion du portefeuille FNB de BMO en 2011. Il se concentre sur les portefeuilles d’actions factoriels et de superposition de produits dérivés, notamment les gammes de FNB d’actions à faible volatilité, à dividendes et à options d’achat couvertes de BMO. Dans le secteur des placements, il a notamment occupé un poste d’associé de recherche quantitative sur les actions. Il a également travaillé dans le domaine des fonds d’investissement et du soutien à la clientèle. Il est titulaire d’une maîtrise en finance que lui a décernée la Rotman School of Management (palmarès du doyen) de l’Université de Toronto, où il a fait des études en placement, notamment sur les produits dérivés et leur tarification. M. Heakes détient aussi un baccalauréat ès arts de l’Université de Waterloo, où il a étudié l’histoire et les mathématiques, ainsi que le titre de CFA.
In a recent announcement, the Federal Open Market Committee raised rates by 25 basis points in its 10th consecutive hike. On today’s special episode, portfolio managers Matt Montemurro, Chris Heakes and your host Mckenzie Box digest Federal Reserve Chairman Jerome Powell’s market-moving comments. They also discuss dividend strategies, the JPMorgan Chase takeover of First Republic, Canadian banks and mega-cap tech stocks.
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into first-quarter results from Canada’s “Big Six,” discussing how the banks are “rolling with the punches.” They also explore the possibility of a recession, putting credit costs into context, the philosophy of equal weighting, and the evolving Canadian housing ecosystem.
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into fourth quarter results from Canada’s “Big Six,” discussing the state of the economy, dividend increases, OSFI’s decision to raise the domestic stability buffer, the size factor, recent acquisitions, and the changing dynamics in the real estate market.
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into third quarter results from Canada’s “Big Six,” discussing recent stock performance, bank yields, the benefits of liquidity, and the impact of falling housing prices.
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).
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dig deeper into fourth quarter results from Canada’s “Big Six,” taking stock of the past year and putting a spotlight on major performance drivers – such as inflation, interest rates and the pandemic. Our experts also offer multiple ways to gain exposure, focusing on the BMO Equal Weight Banks Index ETF (ZEB) and BMO Covered Call Canadian Banks ETF (ZWB).
Canadian residents who are non-U.S. citizens may be surprised to know that US dollar currency conversion costs and U.S. estate tax liability may apply to them. But how can you protect your valued greenbacks? In this episode, Danielle Neziol and Chris Heakes discuss how investing in Canadian-listed, US-dollar-traded ETFs offers defensive exposure and portfolio diversification, and provides options to generate income and growth.
Protecting your portfolios is important – but so is capturing growth. When markets enter a volatile period, how should investors balance the risk-reward tradeoff? In this episode, Danielle Neziol and Chris Heakes discuss an innovative factor-based strategy known as Low Volatility that only invests in companies with low beta values. Listen in as our experts look under the hood of BMO’s custom suite of low volatility ETFs, and see which investment product is right for you.