Certes, les préoccupations géopolitiques relatives au conflit entre la Russie et l’Ukraine ont dominé les manchettes, mais ce sont surtout l’inflation et les efforts des banques centrales pour en atténuer les effets qui ont entravé les résultats.
Il est de plus en plus évident qu’il est impossible de maintenir un programme vert et de garder le prix des combustibles fossiles à un bas niveau avec les infrastructures actuelles. Même s’il est peu probable que le projet controversé de pipeline de Keystone XL soit ressuscité, les sociétés énergétiques canadiennes sont actuellement en pourparlers avec le gouvernement pour explorer des moyens d’accroître l’utilisation des pipelines existants et d’exporter du pétrole par voie ferroviaire.
Le FINB BMO MSCI américaines de haute qualité (ZUQ) est un moyen efficace pour les investisseurs d’accéder facilement à un portefeuille de sociétés de premier ordre et de grande qualité qui sont bien positionnées dans le contexte actuel, mais qui semblent avoir été injustement pénalisées par la récente liquidation d’actions technologiques.
près des mois de tension croissante, la Russie a lancé une invasion à grande échelle en Ukraine jeudi, ce qui a bouleversé les marchés. Pour illustrer ce malaise croissant, les indicateurs du marché, comme l’indice VIX et divers indicateurs des écarts de taux, restent élevés.
This week, the Fed raised its key interest rate by another 75 basis points in an effort to tame inflation. As we teeter between a soft and hard landing, could this aggressive move tip the scales? In today’s episode, portfolio managers Alfred Lee, Matt Montemurro, and your host, Mark Raes, discuss how the market seems to be striking off bad news. They also look at mid-year tax-loss selling, a big week for Nasdaq companies, and a potential commodity supercycle.
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.
Under the cloud of a potential recession, investors are looking for shorter-term solutions, such as money market ETFs, to weather the storm with rate protection. In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Kevin Prins, discuss which direction the sideways market will go. They also look at income-oriented solutions, oil and gas markets, and Canadian housing.
This week, the Bank of Canada surprised markets by raising interest rates by a whopping 100 basis points. In today’s episode, portfolio managers Chris Heakes and Matt Montemurro, as well as your host, Mark Raes, discuss how central banks so badly misjudged inflation and what it means for the chances of an economic downturn. They also look at short-term bonds, energy, U.S. equity markets, and ESG investing.
With a possible recession on the horizon, investors are wondering if there are similarities between the current environment and economic downturns in 2008 and 2020. In today’s episode, portfolio managers Chris McHaney, Alfred Lee, and your host, Mark Raes, discuss what makes this situation different. They also look at the yield curve, mortgage-backed securities, dividend ETFs, and Canadian banks.
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).
Given ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning.
The new BMO Canadian Bank Income Index ETF (Ticker: ZBI) is an innovation in fixed income, but how does it fit into a portfolio? In this episode, Alfred Lee and Rob Butler dive deep into the benefits of fixed income ETFs, the process behind creating ZBI and the objectives in crafting its investment exposure, the three components that make up ZBI, and expectations for the future.
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into first quarter results from Canada’s “Big Six,” discussing major performance drivers such as the Omicron variant, geopolitical conflict, and interest rates. 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).
2021 was a strong year for markets and a record year for ETFs. But what’s the outlook for 2022? In this episode, Danielle Neziol and Mark Raes discuss hot topics including responsible investing, inflation, and the recent rotation towards the banking and energy sectors. Listen as our experts examine BMO ETFs that offer investors a chance to access — or hedge against — these big trends.
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.