Trade Ideas
As rising inflation continues to spark concern among investors, our covered call ETF strategies offer the ideal solution with strong, stable cash flow and lower volatility.
The question remains, how can our clients get U.S. equity exposure in this volatile environment without taking on excessive risk? One way, clients can achieve this by using a combination of our Low Volatility and Growth ETFs.
For investors looking to capture growth and the transition to renewable energy sources consider allocating towards ZCLN - BMO Clean Energy Index ETF and GRNI - BMO Brookfield Global Renewables Infrastructure Fund ETF Series
BMO ETFs presents our top 5 picks yielding over 5% for investors who are looking for ideas to enhance the level of yield in their portfolios.
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.
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.
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.
Podcasts
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.
Persistent inflation has investors looking for positive signs. In today’s episode, portfolio managers Chris McHaney, Chris Heakes, and your host, Mark Raes, examine Canada’s CPI. They also discuss structural tailwinds in the Energy Sector, Canadian banks, staying invested with quality dividend payers, and the taxation benefit of discount bond ETFs.
Following a red-hot inflation print earlier this week, many investors opted for an immediate sell-off, creating turbulence in the markets. In today’s episode, portfolio managers Alfred Lee, Matt Montemurro, and your host, Mark Raes, anticipate the Federal Reserve’s response. They also discuss opportunities to hedge outside of gold, positioning equities in a barbell approach, and finding the best bargains in a volatile environment.
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.
As the Bank of Canada once again raises interest rates — and indicates that more hikes are likely on the way — what’s the outlook for fixed income? In today’s episode, portfolio managers Chris Heakes, Chris McHaney, and your host, Kevin Prins, break down the market’s expectations. They also discuss ETF flows, geographic allocation, and currencies.
With inflation potentially having peaked, could central banks start to lower interest rates sooner than expected? In today’s episode, portfolio managers Charles Myssie, Matt Montemurro, and your host, Mark Raes, break down the cases for a bullish vs. a bearish outlook. They also discuss market volatility, high yield bonds, and Canadian banks.
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.