Les taux d’intérêt atteignent un sommet aux États-Unis et au Canada, et les banques centrales envisagent de réduire le coût d’emprunt; par conséquent, il est probable que maintenir l’exposition aux fonds d’obligations à court terme deviendra moins intéressant.
Idées de négociation
FNB BMO présente ses six meilleurs FNB dont le rendement est égal ou supérieur à 6 % pour les investisseurs qui cherchent des moyens d’accroître le niveau de rendement de leur portefeuille.
Le marché monétaire et les obligations à très court terme
Obtenez du réconfort lorsque vous en avez le plus besoin et réduisez votre risque lié aux actions. Voici le FNB avec tranche protégée ZJAN de BMO, une solution dynamique conçue pour répondre à des objectifs de placement précis. Explorez la prochaine frontière des placements, où l’innovation rencontre les occasions.
Balados (en anglais seulement)
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley discuss the first quarter earnings from Canada’s “Big Six,” breaking down the recent results and the macro trends impacting markets. They also examine rising loan-loss provisions and commercial real estate and look back on the U.S. regional banking crisis a year after it began.
The Bank of Canada kept its benchmark rate at 5% for the fifth consecutive time, saying it’s “too early” for cuts. In today’s episode, Portfolio Managers Omanand Karmalkar, Matt Montemurro, and your host, Erika Toth, examine the dynamics of inflation and explore what the future could hold. They also discuss tailwinds in the Utilities sector, a barbell strategy to add duration, and Japan’s market outlook. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Omanand Karmalkar and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, March 6, 2024.
U.S. chipmaker Nvidia again topped earnings expectations amid the AI boom. In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Mckenzie Box, discuss whether it’s time to take profits. They also explore Canadian bank earnings, the probability of a recession, and navigating options skew. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She 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 Wednesday, February 28, 2024.
Canada’s inflation rate fell within the Bank of Canada’s target range, easing to 2.9% in January. With potential rate cuts on the horizon, portfolio managers Chris McHaney, Chris Heakes, and your host, Mckenzie Box, make a case for duration and discuss how to manage reinvestment risk. They also explore long-short equity strategies and share their top picks for sectors and factors. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Chris McHaney and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, February 21, 2024.
As prices prove to be more stubborn than expected, portfolio managers Charles-Lucien Myssie, Alfred Lee, and your host, Mckenzie Box, digest the latest U.S. CPI print and the broader inflation picture. They also discuss positioning equities ahead of potential rate cuts, U.S. banks, and covered call strategies.
In this deep-dive episode, Portfolio manager Chris McHaney, and your host, McKenzie Box, delve into Buffer ETFs — starting with the fundamentals, including how they work and where they fit into portfolios. They also provide comprehensive scenarios for various market conditions. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Chris McHaney, a Portfolio Manager and ETF Specialist at BMO Global Asset Management. The episode was recorded live on Wednesday, February 7, 2024.
The Federal Reserve left rates unchanged on Wednesday — hinting cuts aren’t coming soon. In today’s U.S.-centric episode, portfolio managers Winnie Jiang, Chris McHaney, and your host, Erika Toth, analyze the latest economic data. They also discuss the upcoming presidential election, fixed income positioning and factor exposures.
In the Bank of Canada’s latest announcement, the tone seems to have shifted in a new direction. In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, McKenzie Box, explore what’s next for monetary policy. They also discuss Tech stocks, volatility and what another Trump term could mean for markets. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro, and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, January 24, 2024.