Podcasts by BMO ETFs: Views from the Desk
In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.
Further podcasts by BMO Global Asset Management
Podcast on the topic Geldanlage
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E114 – Potential Market Impact of Geopolitical Conflict from 2022-02-24T18:01
This episode was recorded on the morning of Wednesday, February 23. As tensions in Russia and Ukraine persist and evolve, investors are concerned about potential knock-on effects. In today’s episod...
ListenE113 – The Ukraine Situation and Other Uncertainties from 2022-02-23T18:42:56
Tensions in Ukraine are dominating the news, and investors are wondering how they can best navigate this premonitory situation. In today's episode, Mark Raes, Alfred Lee, and Chris McHaney discuss ...
ListenE112 – Evaluating a Steadying Market from 2022-02-10T13:45:38
Recent market volatility calmed somewhat this week, but interest rate hikes are still on the horizon. In today's episode, Mark Raes, Matt Montemurro, and Chris Heakes discuss their expectations for...
ListenMarkets Outlook for 2022 from 2022-02-04T20:57
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, in...
ListenE111 – Ideas to Preserve and Prosper Through Turbulence from 2022-02-03T13:49
Recent equity market volatility continued this week, as did uncertainty around looming interest rate hikes. In today's episode, Mark Raes, Chris McHaney, and Alfred Lee discuss sectors to consider ...
ListenE110 – Riding Volatility with Banks and Energy from 2022-01-27T14:19
Markets have taken investors on a wild ride this week, with volatility increasing in anticipation of the Bank of Canada and the Fed meeting on the same day – the first meeting for each Central Bank...
ListenE109 – Gearing Up for Hikes from 2022-01-20T13:16
The first few weeks of 2022 have brought heightened market instability with the rapid increase in interest rates and equity market volatility. In today's episode, Mark Raes, Chris McHaney, and Matt...
ListenE108 – Bracing for Inflation from 2022-01-13T08:18
As investors begin to put omicron fears in the rear-view mirror, another market challenge looms – rising inflation. In today’s episode, Mark Raes, Chris Heakes, and Alfred Lee discuss inflation ris...
ListenE107 – Positioning Portfolios for 2022 from 2021-12-16T13:31
As the year comes to a dramatic close with Omicron uncertainty dominating headlines, investors are looking for guidance on positioning their portfolios for 2022. In today’s episode, Mark Raes, Chri...
ListenE106 – Decoding Q4 Canadian Bank Earnings from 2021-12-13T14:47
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 ma...
ListenE105 – Balancing Portfolios with Bonds and Banks from 2021-12-09T13:19
Market expectations of central bank policy changes continue to bounce around. Is it because of the uncertain fears of Omicron? Or admission that inflation may not be transitory after all?. Read the...
ListenTop 5 Picks to Park Your Greenbacks from 2021-12-06T17:55
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 a...
ListenE104 – Omicron Uncertainty and a Black-Friday Boost for Discretionaries from 2021-12-02T13:28
With news of the Omicron variant sparking a wild ride in markets, Mark Raes, Chris Heakes and Alfred Lee discuss prudent defensive approaches to navigate the ongoing pandemic uncertainty, including...
ListenE103 – Protecting Pandemic Gains from Rising Rates from 2021-11-25T13:13
The Biden administration continued to make headlines this week announcing 50 million barrels of oil will be released from their Strategic Petroleum Reserve and Jerome Powell will serve another term...
ListenE102 – Capitalizing on Biden’s Infrastructure Bill from 2021-11-18T13:09
This week the Biden administration signed the highly anticipated $1 trillion infrastructure bill. The bill's signing will spur the breaking of ground at a record pace across the United States. How ...
ListenE101 – Building Your Inflation Toolkit from 2021-11-11T12:29
Views from the Desk Podcast: E101 – Building Your Inflation Toolkit With the calendar’s final quarter underway, Mark Raes, Chris McHaney, and Matt Montemurro outline strategies to prep investment p...
ListenWhy a “Low Volatility” Strategy Works Over Time from 2021-11-01T17:54
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 a...
ListenE99 – Upheaval at Rogers Communications from 2021-10-28T13:00
Tensions continued to mount at Rogers Communications this week, as Chairman Edward Rogers sought to remove the independent directors who blocked his attempt to oust CEO Joe Natale. Mark Raes, Chris...
ListenE98 – Diving into US Earnings Results from 2021-10-21T13:00
As the US earnings season starts to kick-off, markets have begun to show a preference for quality and fundamentals over sentiment and momentum. So, in today’s episode, Mark Raes, Chris Heakes and A...
ListenE97 – Back to Defensive Factors? from 2021-10-14T13:00
Markets remained uneasy this week, as investors looked for greater certainty around near-term economic growth. Will the reopening trade continue? Or has the market cycle finally turned? In today’s ...
ListenE96 – Bracing for a Risk-Off Moment from 2021-10-07T13:00
Unrest continued to mount in bond markets this week, as the cracks in China’s real estate bubble grew wider and inflation expectations remained stubbornly high. How should investors manage this ris...
ListenE95 – Switching Sectors as Markets Get Fearful from 2021-09-30T13:00
With markets paring back from all-time highs this week, investors may want to take a closer look at their sector allocations – including Energy, Technology and US Banks. Which areas will thrive ami...
ListenE94 – Watching China’s Real Estate Crisis Unfold from 2021-09-23T13:00
Alarm bells rang out across global markets this week, as a major Chinese real estate developer failed to meet its regularly scheduled coupon payment. Investors were left wondering: Is this China’s ...
ListenE92 – Decoding Q3 Canadian Bank Earnings from 2021-09-21T18:21:20
Canadian banks continued their bullish streak through the third quarter, as loan loss provisions surprised to the downside. In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley...
ListenE93 – Election Outcomes: How to Position Your Portfolio from 2021-09-21T18:20:57
With the federal election just around the corner, many investors are starting to re-evaluate the political risks in their portfolios. To this end, Kevin Prins, Alfred Lee and Chris McHaney explore ...
ListenHow ZPAY Earns Yield from Market Volatility from 2021-09-20T17:52
What should you do when the stock market goes haywire? Do you wait out the turmoil, or do you sit on the sidelines until it’s over? It’s a trick question, really. Professional investors know that o...
ListenE91 – Seeking Shelter from the Fed&Hurricane Ida from 2021-09-02T13:00
Investors seemed jittery this week as two storm clouds lingered over markets, including the Federal Reserve’s potential tapering of asset purchases and the literal bad weather caused by Hurricane I...
ListenE90 – What’s Driving “Big Six” Bank Performance from 2021-08-26T13:00
Canadian banks continued to beat market expectations handily this quarter, reporting stronger than anticipated earnings on the back of robust trading and wealth management. The news proved especial...
ListenE89 – Weighing the Canadian Election vs. Oil Prices from 2021-08-19T13:00
Less than a week after Prime Minister Justin Trudeau dissolved parliament to call for a special election, Canadian investors are weighing the potential impact on markets. What would a majority Libe...
ListenE88 – Switching Gears as the Reopening Trade Slows Down from 2021-08-12T13:00
With the reopening trade running out of steam, investors must turn their attention now to less obvious drivers of market outcomes, such the billions of dollars currently flowing into the repo marke...
ListenE87 – Moonshot ETFs for Clean Energy&Autonomous Tech from 2021-07-29T12:56:36
As the summer wears on, both equity and fixed income markets have been heating up with volatility. Investors looking to cool off can turn to the longer-term trends that extend beyond the next 12 to...
ListenE86 – Surfing Volatility with REITs, Industrials&Bonds from 2021-07-22T13:00
The impact of the Delta variant remains uncertain, with some investors moving back into bonds to wait out the volatility. Will the market rebound? Or will the optimism of recent months fade as we m...
ListenE85 – Balancing the Inflation vs Growth Tradeoff from 2021-07-15T13:00
CPI numbers registered above expectations again this week, stoking fears that inflation is not as transitory as the Federal Reserve claims. How should investors weigh the potential for higher price...
ListenE84 – Drilling into Oil Prices as Economies Re-Open from 2021-07-08T12:56
A lack of production cuts from OPEC drove oil prices higher this week, with some analysts predicting that crude prices may once again reach $100 per barrel. In this episode, Mark Raes, Chris McHane...
ListenE83 – Belski: Riding the Bull Market with ZACE from 2021-07-06T13:00
In this episode, Danielle Neziol interviews Brian Belski about his famously bullish views on the U.S. equity market. Listeners will also hear his outlook for the next 18 to 24 months, his read on t...
ListenE82 – Taking Risk Off the Table With Quality&Low Vol from 2021-06-24T13:00
The Federal Reserve soothed markets this week when Chairman Jay Powell announced the central bank’s intention to keep interest rates low until 2023. The announcement poured cold water on inflation ...
ListenE81 - Canadian Mortgage-Backed Securities (MBS) – Yield Premiums with Downside Protection from 2021-06-23T16:02
Looking for an income solution with little to no credit risk? In this episode of Inside Investments, Rob Butler speaks with Director and Portfolio Manager of Exchange Traded Funds, Matt Montemurro,...
ListenE80 – Choosing Wisely within the Equity Universe from 2021-06-17T13:00
Although G7 countries issued a collaborative statement against China, the political maneuvering failed to rattle investors who were more focused inflation, interest rates and the ongoing economic r...
ListenE79 – Decoding Q2 Canadian Bank Earnings from 2021-06-15T15:30
Canadian banks sustained their runaway performance in the second quarter – but can the upward trend continue? In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dig deeper in...
ListenE78 – Looking Beyond G7 Taxes with Tech&EM Bonds from 2021-06-10T13:00
In a historic moment for international markets, the G7 group of countries have agreed to implement a global minimum tax rate of at least 15%. But how will these reforms impact corporate earnings? I...
ListenE77 – Rebalancing Global Equities, Canadian Banks&Bonds from 2021-06-03T13:00
As restrictions ease across Canada, macro conditions remain encouraging – and ever-changing. The bond universe is normalizing; innovation stocks, which looked unstoppable in 2020, are facing higher...
ListenE76 – Homeward Bound with CAD-Hedged Bonds&Equities from 2021-05-27T13:00
With a strengthening loonie comes the promise of greater returns on CAD-hedged as well as Canadian ETFs. In this episode, Chris Heakes and Alfred Lee analyze some of the top trends that will shape ...
ListenE75 – Exploring Genomics Innovation with ZGEN&ZUH from 2021-05-26T13:00
Looking beyond the vaccine hype, the healthcare industry remains a bright spot of the current market, offering growth-oriented investors access to companies on the frontier of medicine. In this epi...
ListenE74 – Banking on Small Caps, Clean Energy&Preferred Shares from 2021-05-20T13:00
As volatility continues to grip equity markets, investors may find it challenging to look beyond the short-term uncertainty to the calm on the other side. Even so, our experts, Chris Heakes and Chr...
ListenE73 – Seeking Upside with Value, Industrials&Bonds from 2021-05-13T13:00
Fears of rising inflation are throwing equity markets off balance as investors play out the full extent of a reopening trade. With prices ticking up faster than expected, Mark Raes, Chris McHaney a...
ListenE72 – Moving Cautiously on Inflation Risk from 2021-05-06T13:00
The statements from the Fed this week have perhaps put inflation risk at the top of investor concerns. However, our experts, Chris Heakes and Matt Montemurro, point out that Advisors still have tim...
ListenE71 – Finding Growth with Mid-Caps&Corporate Bonds from 2021-04-29T13:00
As markets prepare for an economic reopening, our experts, Chris McHaney and Alfred Lee, put the spotlight on near- to long-term growth opportunities. In this episode, they discuss sectors that are...
ListenE70 – De-Risking Credit Exposure with ZBBB&ZMBS from 2021-04-22T13:00
Putting the focus on income, Chris Heakes and Matt Montemurro discuss the impact of interest rate volatility on high yield exposures, and how investment grade bonds and mortgage-backed securities c...
ListenE69 – Hedging Against Inflation with ZTIP, ZGD&ZEO from 2021-04-19T13:00
With the Federal Reserve remaining unchanged on its stance on inflation in the wake of an economic recovery, what are the most pressing concerns for investors and how should they prepare? Alfred Le...
ListenE68 – Getting Ahead of Inflation and Rising Rates from 2021-04-15T13:00
As the earnings season kicks off this week, our experts, Chris McHaney and Alfred Lee examine the trendlines impacting client portfolios – from high valuations and the possibility of further upside...
ListenE67 – Staying the Course with Quality&Low-Vol from 2021-04-08T13:00
With equity markets showing no signs of slowing down, Advisors may be considering various tactics to ride the highs. In this episode, Chris Heakes and Matt Montemurro explain the benefits of stayin...
ListenE66 – Taking Caution with Alternative&SPAC Investments from 2021-04-01T12:40:51
The chaos on Wall Street following the Archegos Capital debacle sheds new light on the risks that non-regulated investment strategies hold. In this episode, Alfred Lee and Mark Raes outline the ben...
ListenE65 – Tactical Opportunities with Small&Mid-Cap Stocks from 2021-03-25T12:29
With the Bank of Canada announcing its plans to taper asset purchases, Advisors may be wondering how best to position client portfolios to meet their investment targets. In this episode, Chris Heak...
ListenE63 – What Rogers-Shaw Deal Means for Low-Vol ETFs from 2021-03-18T14:04
The proposed merger of Rogers and Shaw is touted to be Canada’s biggest telecom deal in two decades. What does it mean for investors? According to our experts, Chris McHaney, Matt Montemurro and Ma...
ListenE62 – Why ZCLN Can Power Long-term Growth from 2021-03-15T16:00
Clean energy is having a global moment – one that’s forecasted to reshape energy markets for years to come. With low costs and broad diversification, the BMO Clean Energy Index ETF (ZCLN) offers a ...
ListenE61 – Capturing Growth with ESG&High Yield Exposures from 2021-03-11T14:00
As markets return to normal levels this week, Chris Heakes, Alfred Lee and Mark Raes suggest using the calm to consider longer-term solutions, such ESG and autonomous technology ETFs, which not onl...
ListenE60 – Reducing Duration Risk with Corporate Bonds from 2021-03-04T14:00
Volatility in fixed income markets is expected to worsen in the near term, as investors anticipate rising rates on the back of an imminent economic recovery. In this episode, Chris McHaney, Matt Mo...
ListenE59 – Maximizing Tech Opportunities&Bond Yields from 2021-02-25T14:00
Both equity and bond markets have taken interesting turns in the past week, from the fluctuations in tech stocks to the rise in 10-year Treasury yields. In this episode, Alfred Lee, Chris Heakes an...
ListenE58 - Betting on Megatrends with Innovation ETFs from 2021-02-23T14:00
From clean energy to automation and genomics, technological advancements are ushering in an era of unprecedented change across sectors. In this episode, Chris McHaney and Danielle Neziol offer a bi...
ListenE57 - Rebalancing Canadian, ESG&EM Exposures from 2021-02-18T13:53:43
As U.S. equities seem out of reach with valuations reaching an all-time high, it may be a good time to look for alternatives. In this episode, Chris McHaney, Matt Montemurro and Mark Raes look home...
ListenE56 - Guarding Against Inflation&VIX Concerns from 2021-02-11T14:00
While the delayed vaccine roll-out is putting a dampener on economic reopening efforts, the potential for inflation is still at hand. In this episode, Alfred Lee, Chris Heakes and Mark Raes, outlin...
ListenE55 - Future-proofing with Clean Energy&TIPS from 2021-01-28T13:58
While the unusual market shake-ups this week may be triggering a frenzy, they are at best short-lived. In fact, beyond the near-term horizon, there are valuable opportunities to earn and protect cl...
ListenE54 - Navigating Unknowns with Low-Vol&BBB Bonds from 2021-01-21T13:30
Investors are showing renewed interest in lowering risk, as vaccine delays and economic headwinds stand in the way of a full rebound. In this podcast, Alfred Lee, Chris McHaney and Mark Raes offer ...
ListenE53 - Currency Implications for 2021 ETF Trades from 2021-01-18T16:11
For globally diversified investors, currency is an important factor in optimizing returns and improving diversification. In this episode, Chris Heakes and Danielle Neziol debate hedged versus un-he...
ListenE52 - Recovery Gains with US Banks, Small-Caps&Long Bonds from 2021-01-14T14:00
As political turmoil and the pandemic rock North America, equity markets continue to remain unfazed. Even so, the path to recovery is not likely to be straight. So, how can Advisors prepare for the...
ListenE51 - Exploring Upside in S&P 400&600 Indexes from 2020-12-21T15:30
Although mega-cap companies like Amazon and Alphabet dominated returns in 2020, positive news related to vaccines opened the door for a rotation to small and mid-cap stocks. In this episode, Chris ...
ListenE50 - 2021 Outlook - Top ETFs&Trends to Watch from 2020-12-17T14:00
In our final Views from the Desk episode for 2020, our experts take a no holds barred look at what to expect in the new year. Listen to Chris Heakes, Chris McHaney and host, Mark Raes, give their p...
ListenE49 - Decoding Q4 Canadian Bank Earnings from 2020-12-14T14:00
Canadian banks collectively set aside $24 billion for credit losses this past year, a stunning figure designed to address the economic fallout from COVID-19. What will it mean for investors? In thi...
ListenE48 - Building Growth with Cautious Optimism from 2020-12-10T13:30
The past week has seen more positive vaccine news, but also a stalemate in US stimulus talks – tempering markets with both confidence and caution. In this episode, Alfred Lee, Chris McHaney and Kev...
ListenE47 - Shielding Portfolio Gains from VIX Turbulence from 2020-12-03T14:00
As equity markets sway according to daily news and macroeconomic trends, investors have a choice to manage the volatility – or gain from it. In today’s podcast, Alfred Lee, Chris Heakes and Mark Ra...
ListenE46 - Switching Gears with Value, Small-Caps&Preferred Shares from 2020-11-26T13:30
After a streak of good news – including three potential vaccines, the Biden transition and several well-received cabinet appointments – is it finally time for investors to stop playing defense? In ...
ListenE45 - Playing the Waiting Game on Vaccines from 2020-11-19T13:00
The past week has seen ground-breaking news in the fight against the pandemic, and the markets are cheering on. For Advisors considering whether to capture those vaccine-inspired gains, our experts...
ListenE44 - Top ETF Strategies in the Post-Election Chaos from 2020-11-12T13:39
Despite lingering uncertainty over the US election, markets broke to new highs this week as Pfizer announced a vaccine that is 90% effective for treating COVID-19. Some sectors rallied, other lagge...
ListenE43 - Tax-Loss Harvesting for 2020 Year-End from 2020-11-10T14:00
Since the market crash in the spring 2020, equity indexes have recovered to record highs. However, the gains have been concentrated in “new economy” companies, leaving banks, energy and REITs trail...
ListenE42 - U.S. Election Aftermath for Investors from 2020-11-04T18:00
Election day is passed, but the uncertainty is far from over. In today’s timely episode, Brian Belski, Jon Adams and Mark Raes comb through the results and map out strategies for assets across the ...
ListenE41 - Turning Uncertainty into an Income Stream from 2020-10-29T12:47
Mere days away from the U.S. elections, the guessing game is on. Who will win the White House? To weather the storm, Mark Raes, Alfred Lee and Chris Heakes offer a defensive approach that can conve...
ListenE40 - Using ZEB&ZBK to Wait Out Volatility from 2020-10-27T16:22
Canadian banks have historically been a trusted source of yield and growth in client portfolios, generating a total annualized return-to-date of 12% across the past 25 years. Despite this impressiv...
ListenE39 - Strategizing for November Market Turmoil from 2020-10-22T12:30
No matter the outcome of the US election, the emerging theme of volatility is expected to run well into 2021. In today’s episode, Mark Raes, Alfred Lee and Chris McHaney take a broad sweep of de-ri...
ListenE38 - Chasing Yield with Quality&Preferred Shares from 2020-10-15T12:30
When it comes to striking a balance between growth and safety, investors naturally gravitate toward US exposures. However, with a cloud of uncertainty hovering over our neighbours in the south, whe...
ListenE37 - Portfolio Rebalancing between US, Canada&EM from 2020-10-08T12:45
Investors who benefitted from this year’s market rally have much to be thankful for, but is it time for a brief pause? The temptation to sell winners and replace them with new opportunities has cer...
ListenE36 - How to Election-Proof an Investment Portfolio from 2020-10-01T13:00
After the chaos of the first U.S. Presidential Debate, the only certainty is that uncertainty lies ahead. With this in mind, Mark Raes, Chris Heakes and Alfred Lee forecast multiple election outcom...
ListenE35 - Why Emerging Markets Attract the “Smart Money” in ETF Flows from 2020-09-29T12:30
Read the episode summary. Although many investors shy away from Emerging Markets, they do so to their own disadvantage. A truly global portfolio means investing in geographies outside of North Amer...
ListenE34 - Finding Defensive Growth in a Fearful Market from 2020-09-24T12:40
As implied volatility surges due to political and COVID-related concerns, investors are faced with a dilemma: How should they meet portfolio goals while also managing the heightened downside risk? ...
ListenE33 - Patient Strategies for “Peak Oil”&Mid-cap Equities from 2020-09-17T12:45
While it is tempting to time to market, the current volatility is anything but predictable. A prudent investing style is required to meet fluctuations across equity valuations, commodity prices and...
ListenE33 - Patient Strategies for “Peak Oil”&Mid-cap Equities from 2020-09-17T12:45
While it is tempting to time to market, the current volatility is anything but predictable. A prudent investing style is required to meet fluctuations across equity valuations, commodity prices and...
ListenE33 - Patient Strategies for “Peak Oil”&Mid-cap Equities from 2020-09-17T12:45
While it is tempting to time to market, the current volatility is anything but predictable. A prudent investing style is required to meet fluctuations across equity valuations, commodity prices and...
ListenE32 - Protecting Yield in Times of Volatility from 2020-09-10T12:48
The season of volatility is upon us, bringing with it a correction that is hard to ignore. However, there’s light at the end of the tunnel, according to Mark Raes, Chris Heakes and Matt Montemurro....
ListenE31 - Rebalancing Bonds, Mega-Caps&CAD/USD from 2020-09-03T12:10
The mood of the market is generally stable, but with Fall upon us, the return of volatility may be closer than previously imagined. From tighter spreads in corporate credit, to changes in the Feder...
ListenE30 - Riding the Highs with Banks, Gold&Quality from 2020-08-27T12:30
With generally positive third-quarter earnings for Canadian banks, the sector received a welcome lift in both market sentiment and outlook. Will U.S. financials similarly surprise to the upside? To...
ListenE29 - Why “Alternatives” Enhance Portfolio Risk and Reward from 2020-08-25T14:49
Once exclusive to institutional investors, Alternative asset classes are now available across the board. But which “alts” should investors use to complete their portfolios? In this special edition ...
ListenE28 - “Getting Paid to Wait” through a Crisis from 2020-08-20T12:30
With a U.S. election on the horizon, investors are seeking income-generating strategies to outlast the market volatility. To that end, our experts take a tour of the BMO ETFs roadmap, identifying t...
ListenE27 - A “Wild Ride” for Gold, Bonds&Quality from 2020-08-13T12:00
With markets at pre-COVID levels, and corporate spreads tightening for the fifth consecutive month, some investors are tempted to take profits and move to safer ground. To this end, Mark Raes, Head...
ListenE26 - Hedging Against U.S. Political Uncertainty from 2020-08-06T13:00
As tensions run high south of the border, investors may need complementary strategies to ride out the market jitters. To this end, Mark Raes, Chris Heakes and Chris McHaney outline satellite positi...
ListenE25 - Investing in Big Tech, Gold Equities&Bonds from 2020-07-30T13:00
As prominent tech CEOs appear for anti-trust hearings on Capitol Hill, Mark Raes, Chris McHaney and Matt Montemurro take a deeper look at the likes of Facebook, Amazon, Apple and Google (Alphabet)....
ListenE24 - Smart Bets for the Opportunistic Investor from 2020-07-23T12:00
Across the pond, the European Union approved an enormous stimulus package for countries still coping with the coronavirus pandemic. Despite the ground breaking step, global markets are expected to ...
ListenE23 - Why “Quality” Outperforms in Bear and Bull Markets from 2020-07-20T13:00
From drawdowns to market rallies, Quality ETFs have an impressive track record of delivering outperformance on both sides of volatility. Yet despite their proven history, many investors remain unfa...
ListenE22 - A Closer Look at Q2 Earnings, Nasdaq&Emerging Markets from 2020-07-16T12:44
With companies starting to announce their second quarter earnings, a fragile market confidence hangs in the balance. Will optimism remain through the second half of the year? Or should you begin to...
ListenE21 - Flight to Quality, Beta and Government Bonds from 2020-07-09T13:15
As we cross the halfway point of 2020, some investment trends have become clear: it’s been a record year so far for ETFs, volatility has returned with significant force, and capital has seen a flig...
ListenE20 - Balancing Gold, Equities and Short&Mid Credit from 2020-06-25T12:00
As markets reckon with a second wave of COVID-19 cases, many Advisors are wondering how best to position their client portfolios. For a broad sweep of trade ideas, Mark Raes, Head of Product, BMO G...
ListenE19 - Key Exposures for a Defensive Growth Portfolio from 2020-06-18T14:57
With conflicting data pulling markets in opposite directions, the case for a defensive growth strategy remains firmly intact. That said, what exposures should investors be using? In this episode, M...
ListenE18 - Becoming the “Smart Money” in ETF Flows from 2020-06-11T16:22
With new ETF data in hand, our BMO experts discuss key Canadian and U.S. exposures that can participate in market rallies – and withstand potential setbacks. From low volatility and quality, to sin...
ListenE17 - ZMBS for Defensive Income in the Portfolio from 2020-06-10T17:59
In the low-rate environment, where can investors find yield in a low-risk portfolio? One source is the BMO Canadian MBS Index ETF (Ticker: ZMBS), a traditionally institutional exposure that deliver...
ListenE16 - Are Defensive Growth Strategies Working? from 2020-06-04T16:07
Despite a perfect storm of negative headlines, markets continue to rise in the face of extreme economic uncertainty. Against this backdrop, our experts return to their core trade ideas to see how t...
ListenE15 - Decoding Bank Earnings, Gold and China from 2020-05-28T05:23
As Canadian banks announce their Q1 earnings, what insights should investors draw about the current state of the market? To answer this question, our experts break down the recent quarterly reports...
ListenE14 - Why ZPAY Earns More Through a Crisis from 2020-05-22T23:29
Faced with an uncertain future, many investors are searching for innovative tools to add income in the portfolio. Where should they go in this historically low rate environment? To answer this very...
ListenE13 - Adding a Growth Sleeve to Client Portfolios from 2020-05-21T03:54
Although the current market calls for a prudent approach to investing, certain sectors of the economy – healthcare, technology and infrastructure – offer potential upside that can supplement a core...
ListenE12 - Cautious Growth Strategies for the Fragile Market Recovery from 2020-05-14T17:23
As the pace of a market recovery is thrown into doubt by flawed re-openings in the United States, South Korea and China, many investors are on the hunt for defensive exposures that will also grow t...
ListenE11 - ZWG for Enhanced Yield in Volatile Markets from 2020-05-11T18:41
With markets shrouded in uncertainty, investors face difficult tradeoffs between growth and income in the portfolio. Where can they invest today that will offer portfolio yield AND upside participa...
ListenE10 - Equity Trade Ideas as the Economy Re-opens from 2020-05-07T17:02
With governments starting to lift shelter-in-place orders, equity prices have rebounded strongly in recent weeks, recovering much of their lost ground from March. Will the market rally hold? To ans...
ListenE9 - Defensive Growth Strategies for the Cautious Optimist from 2020-04-30T06:49
As equity markets benefit from renewed confidence, some investors may be afraid of missing out on the rally. To that end, Mark Raes, Head of Product, BMO Global Asset Management Canada speaks with ...
ListenE8 - Satellite Trade Ideas for Portfolio Rebalancing from 2020-04-23T02:51
In light of recent market volatility, how should investors adjust their portfolios to efficiently manage downside risks? For actionable solutions, Mark Raes, Head of Product, BMO Global Asset Manag...
ListenE7 - Defensive Trade Ideas to Manage Volatility Risks from 2020-04-16T02:39
With the looming possibility of an earnings shock, many Advisors are on the hunt for defensive strategies to manage risks and gather income across their clients’ portfolios. For actionable insights...
ListenE6 - Factor Investing in Volatile Equity Markets from 2020-04-09T03:12
During turbulent periods, when prices can trade up or down on any given day, factor-based ETFs offer investors a consistent view on equity markets. To discuss which of these factors are best suited...
ListenE5 - Bond ETFs to Survive (and Thrive) in the Current Market from 2020-04-08T16:53
With oil prices in flux – and coordinated production cuts on the horizon – two BMO experts explore the upshot of tighter credit spread in the bond market, especially across the Canadian high-yield ...
ListenE4 - Equity Trade Ideas in the Current Marketplace from 2020-04-02T16:06
As equity prices shift dramatically in the U.S. and Canada, two BMO experts offer ETF strategies for both bullish and bearish perspectives on the market. Even for investors taking a wait-and-see ap...
ListenE3 - Opportunity vs. Risk in the Fixed Income Universe from 2020-03-31T17:21
With confirmed cases of coronavirus rising rapidly in the U.S., two BMO experts discuss whether a market rally can hold despite the public health situation. In addition to insightful market comment...
ListenE2 - Income Trade Ideas for the Current Marketplace from 2020-03-27T00:19
As expectations for social distancing go from weeks to months, two BMO portfolio managers offer innovative income strategies to give your clients a head start on a potential market recovery – with ...
ListenE1 - Decoding Price Movements in the Fixed Income Universe from 2020-03-24T16:33
As the Federal Reserve steps in to support the corporate bond market, two BMO ETFs experts break down the investor response and provide a go-forward understanding of fixed income ETFs, funds and bo...
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