The BMO MSCI USA High Quality Index ETF (ZUQ) provides an efficient way for investors to easily access a portfolio of high-quality, blue-chip companies that are well positioned for the current environment, but seem to have been unfairly punished by the recent sell-off in technology stocks.
2022 has been rough for equity markets with significant headwinds. With volatility elevated due to inflation risk/hawkish Feds, geopolitical tensions in Europe & Covid-19, how can our clients get US equity exposure, without taking on excessive risk?1 Clients can achieve this by using a combination of our Low Volatility & Growth (ZNQ) ETFs.
The benefit of adding lower correlation investments to your portfolio is a reduction in the volatility of the overall portfolio returns. A portfolio with lower variability of returns also tends to help you stay invested over the long-run in different market environments.
As geopolitical uncertainty adds fuel to rising inflation, our commodities ETFs offer a simple, uncomplicated strategy to access diversified sectors. Explore our key Equal Weight exposures as of March 15, 2022.
After months of escalating tension, Russia launched a full-scale invasion into Ukraine on Thursday, which sent markets into turmoil. As an illustration of the heightened unease, market indicators, such as the VIX Index and various credit spread indicators, remain elevated.
With U.S. inflation remaining near a 40-year high, is a 75-basis-point interest rate hike a real possibility? In today’s episode, Matt Montemurro, Chris McHaney, and your host, Mark Raes, discuss the Fed’s messaging as well as inflation’s impact on TIPS ETFs, volatility and call writing, oil prices, and the U.S. health care sector.
With interest rates rising and high inflation persisting, is a recession inevitable? In today’s episode, Alfred Lee, Chris McHaney, and our host, Kevin Prins, look at some of the cautionary signs. They also discuss whether equity markets have bottomed out, the challenges of trying to time the market, and strategies for investors with a lower risk appetite.
This week, we’re opening up the mailbag as our experts answer questions from Advisors and provide updates on several BMO ETFs. Listen in as Chris Heakes, Alfred Lee, and our host, Mark Raes, discuss the use of ETFs as portfolio rebalancing tools, positioning in international equity markets, the REITs sector, and low-volatility ETF strategies.
The purchase of Twitter by Elon Musk has dominated the news cycle, but what will the knock-on effects be for Tesla and the tech sector in general? In today’s episode, Mark Raes, Chris McHaney, and Matt Montemurro discuss that question as well as the flattening interest rate curve, tax-loss harvesting opportunities, Canadian banks, and dividend ETFs.
Last week, the Bank of Canada raised its key interest rate by 50 basis points, its biggest hike in over two decades. In today’s episode, Mark Raes, Alfred Lee, and Chris Heakes discuss expectations for the rest of the year and implications for bond markets, as well as inflation, the construction and evaluation of ESG products, the metals market, and high-yield bond strategies.
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.