Trade Ideas
BMO ETFs presents our top 5 picks yielding 6% or more for investors who are looking for ideas to enhance the level of yield in their portfolios.
A lot is unfolding in real time. Some securities in BMO Equal Weight US Banks Index ETF (ticker: ZBK) and BMO Equal Weight US Banks Hedged to CAD Index ETF (Hedged Units) (ticker: ZUB) have been halted, leading to the bid/offer spreads on these two ETFs widening out.
BMO ETFs is proud to launch 10 new tickers with a range of solutions covering core fixed income, sector based covered calls, inflation solutions and retirement solutions
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.
Podcasts
As second quarter earnings results trickle in, two Canadian banks fell short of analysts’ expectations. On today’s episode, portfolio managers Alfred Lee, Chris McHaney and your host, Mckenzie Box, examine the markets’ initial reaction. They also discuss higher loan-loss provisions, gold prices, factor-based ETFs, the U.S. debt ceiling deadline, and investing in China.
Canadian CPI came in above expectations for April, prompting speculation about an end to the Bank of Canada’s pause on rate hikes. On today’s episode, portfolio managers Chris McHaney, Om Karmalkar and your host, Mckenzie Box, explore what this could mean for markets. They also discuss low-volatility strategies, the U.S. debt ceiling standoff, and what recent corporate earnings can tell us about the state of the global economy.
U.S. inflation eases to 4.9% in April, its lowest rate in two years. On today’s special episode, portfolio managers Matt Montemurro, Vishal Bhatia and your host Mckenzie Box explore whether this data will influence the Fed’s potential pause. They also discuss gold’s recent rally, when we could see yield curve normalization and Big Oil’s profits.
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.
As the default rate ticks higher, refinancing risk sits on the horizon. In today’s special episode, portfolio managers Alfred Lee, Matt Montemurro, and your host Mckenzie Box analyze the cracks in the banking system and where vulnerabilities lie. They also discuss tech giant earnings, First Republic’s plunging shares and the quality factor.
Recent market events have taken investors on a walk down memory lane, as elements of the banking crisis look eerily similar to the challenges faced in the ‘80s and ‘90s. Where will regulators’ approaches lead? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which analyze the central banks’ rate decisions, inflation’s trajectory, a shift in factor leadership, and portfolio construction across asset classes.
Investors have sold off Canadian banks alongside global peers in recent weeks amid Credit Suisse’s fire sale and broader financial-system concerns. On today’s episode, portfolio managers Vishal Bhatia, Chris Heakes and your host Mckenzie Box discuss how the selloff has created buying opportunities for longer-term investors. They also discuss other trading opportunities created by the recent volatility, including in infrastructure stocks, as well as what Canada’s latest inflation print means for the Bank of Canada’s interest-rate trajectory.
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.
2022 was a challenging time in the markets, which had investors riding the waves of uncertainty. As we enter the new year, are inflation and interest rates trending in the right direction? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the 2023 market outlook, central banks, gold, key risks, and portfolio construction across various asset classes.
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.
As hikes slowly work their way into the financial system, higher rates continue to be a primary market concern. How can investors combat these persistent challenges? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the fight against inflation, the Bank of England bailout, the future of the 60/40 portfolio model, and sector opportunities.
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.
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.
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).
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.