Trade Ideas
BMO ETFs presents our top 6 picks yielding 6% or more for investors who are looking for ideas to enhance the level of yield in their portfolios.
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
The Bank of Canada has sent a pretty clear indication that rate hikes are on pause until further notice, opting to evaluate how the latest – and perhaps last -- 25 basis-point increase in the current cycle will impact borrowers and the broader economy before the bank decides on a further tightening of monetary policy. In today’s episode, portfolio managers Chris Heakes, Matt Montemurro, and your host, McKenzie Box, discuss why the BoC’s guidance is a sign to look at long bonds again. They also dive into four new ETFs from BMO GAM, two covered-call equity ETFs, and two new U.S. fixed-income funds that will benefit investors looking to add duration back into their portfolios.
After a strong run, the U.S. dollar rally is fading fast as emerging-markets and gold stage respective comebacks after slumping through 2022. In today’s episode, portfolio managers Chris McHaney, Alfred Lee, and your host, McKenzie Box, discuss how investors can hedge currency positions to take advantage of these shifts. They also dive into whether direct exposure to gold or gold-mining equities is the better way to capitalize on the metal’s bullish outlook.
The latest U.S. inflation print points toward a continued deceleration in consumer prices, likely providing the Fed the evidence it needs to reduce or even pause altogether an expected interest-rate hike at the Federal Open Market Committee’s next meeting. In today’s episode, portfolio managers Chris Heakes, Matt Montemurro, and your host, McKenzie Box, discuss why investors may want to maintain defensive exposure despite a less hawkish Fed. They also dive into how Factor investing can mitigate the market volatility that will likely persist well into the year.
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 its final policy decision of the year, the U.S. Federal Reserve announced a half-point hike, raising interest rates to the highest level in 15 years. How long will rates remain elevated? And when will inflation get under control? In this episode, McKenzie Box and Alfred Lee discuss the central banks’ latest moves and how investors can prepare for the “old normal.” They also explore the 2023 outlook — and what it could mean for investment portfolios.
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.
Consumer prices continued to decelerate in the United States in November, providing investors more relief that central banks are getting inflation under control.
The Bank of Canada’s latest trend-setting interest rate hike of half a percentage point marks perhaps its last in the current cycle, some predict. In today’s episode, portfolio managers Alfred Lee, Chris Heakes, and your host, McKenzie Box, discuss why the central bank may have hit at least a “pause” on tightening rates further. They also go into the upside for value and dividend stocks as well as near-term institutional bullishness for equities overall. Finally, paths for effective tax-loss selling before the end of the year.
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.
As the central banks prioritize taming inflation, markets react to the near-term volatility and the threat of recession. But at what point will the rate hikes slow down or pause altogether? And where do the attractive opportunities lie in the interim? In this episode, Erin Allen and Alfred Lee discuss the latest moves from the U.S. Federal Reserve, policy shifts globally, and what this means for the economy.
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).
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.