Idées de négociation
Étant donné que les risque liés à l’actualité dominent actuellement le marché, les investisseurs doivent composer avec un contexte difficile, et ils sont nombreux à avoir opté pour des stratégies axées sur les dividendes. L’attrait est compréhensible, car les sociétés qui peuvent verser des dividendes stables et croissants sont souvent signe de confiance, de maturité et de solidité financière.
Les investisseurs qui recherchent une volatilité plus faible par rapport à l’ensemble des marchés, tout en augmentant le niveau de rendement de leurs portefeuilles, ont la possibilité de transformer la volatilité en revenu grâce à nos six premiers choix offrant un rendement de 6 % ou plus.
Toutes dernières stratégies et offres des fonds négociés en bourse de BMO
À mesure que les risques d’inflation augmentent, une stratégie de répartition résiliente pourrait nécessiter plus que des actions et des obligations. Voici cinq façons qui vous aideront à protéger les portefeuilles et à diversifier le risque.
Comprendre le fonctionnement de la liquidité des FNB peut aider les investisseurs et les conseillers à exécuter les opérations plus efficacement, à éviter les pièges courants et à obtenir de meilleurs résultats pour les clients. Dans le texte qui suit, nous brisons les mythes liés à la liquidité véritable et nous vous faisons part des meilleures pratiques en matière d’écarts de cours, de moment d’exécution et d’opérations en blocs.
Bien que, jusqu’à présent, l’année a été difficile pour les titres de qualité, nous nous attendons à ce qu’ils génèrent de bons résultats pour la suite. Cette situation s’explique en grande partie par l’évolution du contexte macroéconomique favorisant les sociétés affichant des bénéfices stables, une politique monétaire toujours restrictive de la Fed et une exposition à l’IA.
Balados (en anglais seulement)
Markets are wrestling with rising long-term yields and a less predictable Fed. Ian Lyngen, head of U.S. rates strategy at BMO Capital Markets, joins Bipan Rai to unpack real yields, fiscal pressures, AI investment and the Fed’s uncertain next move. This podcast was recorded on August 18, 2026.
Canadian investors are increasingly turning to passive investing as their portfolio foundation of choice. In this episode, special guest Erin Allen and host Zayla Saunders dig into why this trend continues to gain ground, from the evolving DIY investing landscape and the rise of hybrid advice models to the increasing pull of social media on next-gen investors. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Erin Allen is Director, Direct Distribution at BMO GAM. This episode was recorded live on Monday, August 17, 2026.
Two ETFs can track the same asset class and still deliver very different results. In this episode, hosts Hilly Cutler and Zayla Saunders unpack how major indices—from the S&P 500 and Russell to MSCI and FTSE—are actually constructed, the different methodologies at play, and how they shape portfolio construction, from large-cap overlap to overlooked emerging market exposure. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. This episode was recorded live on Monday, August 10, 2026.
The U.S. Treasury Department and Japan have taken the unusual step of jointly stabilizing the Japanese Yen in global currency markets. Bipan Rai explores the direct implications for currencies and yields — and whether it marks the return of a more activist era in global FX policy. This podcast was recorded on August 4, 2026.
When it comes to accessing international equity, Canadian investors have options. In this episode, special guest Stephanie Ng joins hosts Zayla Saunders and Hilly Cutler to unpack Canadian Depositary Receipts (CDRs) — what they are, how they work, and why they’re a uniquely Canadian approach to global investing. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Stephanie Ng, Senior Associate, Specialized Sales at BMO GAM. This episode was recorded live on Monday, June 15, 2026.
Behind every ETF trade is a market structure that most investors never see. In this episode, special guest Roy Dimitrov takes hosts Hilly Cutler and Zayla Saunders into the engine room to explain what market makers really do, bust some of the biggest myths around ETF trading, and unpack why active ETFs may be the industry’s next big growth story. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Roy Dimitriv, Vice President, ETF Sales and Trading at BMO GAM. This episode was recorded live on Monday, July 27, 2026.
Europe’s geopolitical wake-up calls are multiplying, but so are the reasons for cautious optimism. Jennifer Lee, senior economist at BMO Capital Markets, joins Bipan Rai to unpack Europe’s new spending regime, central-bank divergence, Japan’s weak yen and the global signals investors should watch next. This podcast was recorded on July 21, 2026.
With headlines flying and AI valuations under the microscope, how do you know what actually matters for your portfolio? In this episode, special guest Sadiq Adatia joins hosts Zayla Saunders and Hilly Cutler to share the framework his team uses to separate short-term noise from real shifts — and where he’s finding opportunity as markets weigh strong earnings against growing uncertainty. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Sadiq Adatia, Chief Investment Officer at BMO GAM. This episode was recorded live on Monday, July 20, 2026.
What if you could get the broad exposure of an index ETF, with a little extra alpha potential built in? In this episode, special guest Roxane Lapenna joins host Hilly Cutler to unpack BMO’s new Market+ ETF suite and the disciplined, rules-based approach behind it — and why this hybrid strategy may be especially timely as fee scrutiny reshapes the investment landscape. Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO Global Asset Management (BMO GAM). He is joined by Roxane Lapenna, Managing Director, Head of Retail Investment Specialists at BMO GAM. This episode was recorded live on Monday, July 13, 2026.
Canada’s data are improving, but the outlook remains anything but clear. Jason Daw, head of North American rates strategy for RBC Capital Markets, joins Bipan to discuss what choppy growth, sticky policy uncertainty and a structurally stronger U.S. economy mean for the Bank of Canada, the Fed and cross-market rates. This podcast was recorded on July 7, 2026.
From record ETF inflows to a broadening AI story reshaping global equity markets, the investment landscape continues to evolve. In this episode, special guest Bipan Rai joins hosts Zayla Saunders and Hilly Cutler to unpack his quarterly portfolio strategy, and what it all means for investor positioning as Q3 gets underway. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. This episode was recorded live on Monday, July 06, 2026.
AI is driving the market, but is it still in the early innings, or has the rally already run too far? In this episode, special guest Jeremy Yeung joins hosts Zayla Saunders and Hilly Cutler to break this down, including why the AI supply chain may present a more compelling opportunity than the hyperscalers, and what it takes to stay ahead in one of the fastest-moving sectors in the market today. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Jeremy Yeung, Portfolio Manager (Technology and Communications), Global Equity at BMO GAM. This episode was recorded live on Monday, June 29, 2026.
Inflation remains an important consideration in portfolio construction, particularly as diversification within traditional financial assets can be less reliable across market environments. In this episode, special guest Brock Smusiak joins hosts Zayla Saunders and Hilly Cutler to discuss how ETFs across commodities, gold and inflation-linked bonds can help address portfolio risks within that broader context. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Brock Smusiak, Director, ETF Consultant at BMO GAM. This episode was recorded live on Monday, June 22, 2026.
Oil is high, volatility is low, and the Canadian dollar isn’t behaving the way investors might expect. Bipan Rai welcomes Shaun Osborne, Chief FX Strategist at Scotiabank, to discuss the forces driving USD/CAD, the outlook for global currencies, and why the next big move in foreign exchange may be hiding in plain sight. This podcast was recorded on June 8, 2026
From Nasdaq and FTSE Russell to MSCI, the rules governing index inclusion are being rewritten in real time. In this episode, Matt Montemurro joins hosts Zayla Saunders and Hilly Cutler to unpack where the guardrails are bending, what SpaceX’s landmark IPO means for passive investors — and why the index you own may determine the exposure you get. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Matt Montemurro, Head of Fixed Income and Equity Index ETFs at BMO GAM. This episode was recorded live on Monday, June 8, 2026.
In this episode, Darim Abdullah joins hosts Zayla Saunders and Hilly Cutler to unpack why not all US equity exposure is created equal — from the mechanics of concentration risk in market cap weighted indices, to how equal weighting can broaden a portfolio’s return drivers and reduce reliance on a handful of mega cap names.
Why are pensions, insurers and family offices increasingly turning to ETFs — not just tactically, but at the core of portfolio construction? Bipan Rai sits down with Daniel Stanley, head of institutional sales and services at BMO Global Asset Management, to discuss liquidity, “portable alpha”, fixed income ETFs and how institutions are reshaping the active-versus-passive debate. This podcast was record on May 27, 2026.
In this episode, host Zayla Saunders and guest Sheldon Quan King from MSCI Canada explore why index choice is itself an investment decision — from how index construction methodology shapes investor outcomes, to the case for international small and mid cap equities, and the growing role of equal weight strategies in reducing concentration risk. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Sheldon Quan King, Vice President, Indexed Investments at MSCI. This episode was recorded live on Friday, May 22, 2026.
After a muted initial reaction to the U.S.-Israel strikes on Iran and risk that the conflict may rapidly widen, energy markets have started pricing in darker scenarios. In this episode, Bipan is joined by TD Securities commodities strategist Daniel Ghali, where the pair discuss the extent to which crude prices may rise further, as well as implications for the broader global commodities complex. This episode was recorded live on March 4, 2026.
In this episode, Bipan Rai, Sohrab Movahedi, and your host, Skye Collyer, unpack Canada’s ‘Big Six’ banks’ Q1 2026 earnings — cutting through the noise on tariffs, growth drivers, and what resilience looks like in an uncertain macro environment. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM, and Sohrab Movahedi, Managing Director of Financials Research at BMO Capital Markets. This episode was recorded live on Tuesday, March 03, 2026.
In today’s episode, special guest Mark Jarosz and your host, Zayla Saunders, revisit CLO ETFs. This time, they explore the middle of the capital stack that has BBB-tranches, which they’re calling a sweet spot. Stay tuned to find out why. Zayla Saunders is a Senior Associate of Online Distribution at BMO Global Asset Management (GAM). She is joined on the podcast by Mark Jarosz, Head, Private Credit, Alternatives at BMO GAM. The episode was recorded live on Tuesday, October 14, 2025.
Today, we have a special treat for our listeners — a deep dive episode of the BMO Smarter Investing podcast. Join Kevin Prins and your host, Erin Allen, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned investors.
Écoutez maintenant/en savoir plusA new floor price for world oil prices as well as rising forecasts for gold are two among many implications traders are weighing as tensions simmer between Iran, Israel as well as the United States. Bipan is joined by TD Securities strategist Daniel Ghali to discuss what impact the conflict has had on commodity and energy price expectations. This podcast was recorded live on June 24, 2025.
Looking to invest overseas with ease? In this deep-dive episode, special guests Johan Ahlberg, and Acushla Vestby, from BMO Global Asset Management’s Structured Solutions team, and your host, Erin Allen, explore the fundamentals of Canadian Depositary Receipts (CDRs) and how they give investors greater access to foreign markets. Erin Allen is Vice President of ETF Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Johan Ahlberg, Director of Development and Strategy Advisory, Structured Solutions, at BMO Global Asset Management (BMO GAM) and Acushla Vestby, Managing Director and Head of Structured Solutions and National Accounts, at BMO GAM. The episode was recorded live on Thursday, January 30, 2025.