Trade Ideas
BMO ETFs presents our top 5 picks yielding 5% or more for investors who are looking for ideas to enhance the level of yield in their portfolios.
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Podcasts
In this deep-dive episode, Portfolio Manager Alfred Lee, and your host, Kevin Prins, explore the glittering world of gold bullion. They discuss notable trends, including the macroeconomic backdrop and push for de-dollarization, provide a use case for portfolio construction and introduce new BMO ETFs for Physical Gold. Kevin Prins is the Managing Director, Head of Distribution, ETFs and Digital Distribution at BMO Global Asset Management. He is joined on the podcast by Alfred, a Portfolio Manager and ETF Specialist at BMO Global Asset Management. The episode was recorded live on Wednesday, March 13, 2024.
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. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Winnie Jiang and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, January 31, 2024.
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.
Despite turbulent markets in 2023, the ETF industry continues to thrive, providing Canadian investors with new options for growth. Portfolio manager Alfred Lee and your host, McKenzie Box, take a deep dive into the themes driving demand and the benefits ETFs have to various user types. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee, a Portfolio Manager and ETF Specialist at BMO Global Asset Management. The episode was recorded live on Wednesday, January 17, 2024.
In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine interest rate expectations, the Technology sector, U.S. and Canadian banks, a barbell strategy to add duration, and portfolio positioning for 2024. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and Investment Strategist at BMO Global Asset Management. The episode was recorded live on Thursday, December 21, 2023.