BMO ETFs: Views from the Desk
Episodes
E54 - Navigating Unknowns with Low-Vol & BBB Bonds
21 Jan 2021
Contributed by Lukas
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,...
E53 - Currency Implications for 2021 ETF Trades
18 Jan 2021
Contributed by Lukas
For globally diversified investors, currency is an important factor in optimizing returns and improving diversification. In this episode, Chris Heakes...
E52 - Recovery Gains with US Banks, Small-Caps & Long Bonds
14 Jan 2021
Contributed by Lukas
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...
E51 - Exploring Upside in S&P 400 & 600 Indexes
21 Dec 2020
Contributed by Lukas
Although mega-cap companies like Amazon and Alphabet dominated returns in 2020, positive news related to vaccines opened the door for a rotation to sm...
E50 - 2021 Outlook - Top ETFs & Trends to Watch
17 Dec 2020
Contributed by Lukas
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, ...
E48 - Building Growth with Cautious Optimism
10 Dec 2020
Contributed by Lukas
The past week has seen more positive vaccine news, but also a stalemate in US stimulus talks – tempering markets with both confidence and caution. I...
E47 - Shielding Portfolio Gains from VIX Turbulence
03 Dec 2020
Contributed by Lukas
As equity markets sway according to daily news and macroeconomic trends, investors have a choice to manage the volatility – or gain from it. In toda...
E46 - Switching Gears with Value, Small-Caps & Preferred Shares
26 Nov 2020
Contributed by Lukas
After a streak of good news – including three potential vaccines, the Biden transition and several well-received cabinet appointments – is it fina...
E45 - Playing the Waiting Game on Vaccines
19 Nov 2020
Contributed by Lukas
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 ca...
E44 - Top ETF Strategies in the Post-Election Chaos
12 Nov 2020
Contributed by Lukas
Despite lingering uncertainty over the US election, markets broke to new highs this week as Pfizer announced a vaccine that is 90% effective for treat...
E43 - Tax-Loss Harvesting for 2020 Year-End
10 Nov 2020
Contributed by Lukas
Since the market crash in the spring 2020, equity indexes have recovered to record highs. However, the gains have been concentrated in “new economy”...
E42 - U.S. Election Aftermath for Investors
04 Nov 2020
Contributed by Lukas
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 resu...
E41 - Turning Uncertainty into an Income Stream
29 Oct 2020
Contributed by Lukas
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 H...
E40 - Using ZEB & ZBK to Wait Out Volatility
27 Oct 2020
Contributed by Lukas
Canadian banks have historically been a trusted source of yield and growth in client portfolios, generating a total annualized return-to-date of 12% a...
E39 - Strategizing for November Market Turmoil
22 Oct 2020
Contributed by Lukas
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 ...
E38 - Chasing Yield with Quality & Preferred Shares
15 Oct 2020
Contributed by Lukas
When it comes to striking a balance between growth and safety, investors naturally gravitate toward US exposures. However, with a cloud of uncertainty...
E37 - Portfolio Rebalancing between US, Canada & EM
08 Oct 2020
Contributed by Lukas
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 winner...
E36 - How to Election-Proof an Investment Portfolio
01 Oct 2020
Contributed by Lukas
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 a...
E35 - Why Emerging Markets Attract the “Smart Money” in ETF Flows
29 Sep 2020
Contributed by Lukas
Read the episode summary. Although many investors shy away from Emerging Markets, they do so to their own disadvantage. A truly global portfolio means...
E34 - Finding Defensive Growth in a Fearful Market
24 Sep 2020
Contributed by Lukas
As implied volatility surges due to political and COVID-related concerns, investors are faced with a dilemma: How should they meet portfolio goals whi...
E33 - Patient Strategies for “Peak Oil” & Mid-cap Equities
17 Sep 2020
Contributed by Lukas
While it is tempting to time to market, the current volatility is anything but predictable. A prudent investing style is required to meet fluctuations...
E32 - Protecting Yield in Times of Volatility
10 Sep 2020
Contributed by Lukas
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, accordin...
E31 - Rebalancing Bonds, Mega-Caps & CAD/USD
03 Sep 2020
Contributed by Lukas
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 sprea...
E30 - Riding the Highs with Banks, Gold & Quality
27 Aug 2020
Contributed by Lukas
With generally positive third-quarter earnings for Canadian banks, the sector received a welcome lift in both market sentiment and outlook. Will U.S. ...
E29 - Why “Alternatives” Enhance Portfolio Risk and Reward
25 Aug 2020
Contributed by Lukas
Once exclusive to institutional investors, Alternative asset classes are now available across the board. But which “alts” should investors use to ...
E28 - “Getting Paid to Wait” through a Crisis
20 Aug 2020
Contributed by Lukas
With a U.S. election on the horizon, investors are seeking income-generating strategies to outlast the market volatility. To that end, our experts tak...
E27 - A “Wild Ride” for Gold, Bonds & Quality
13 Aug 2020
Contributed by Lukas
With markets at pre-COVID levels, and corporate spreads tightening for the fifth consecutive month, some investors are tempted to take profits and mov...
E26 - Hedging Against U.S. Political Uncertainty
06 Aug 2020
Contributed by Lukas
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 He...
E25 - Investing in Big Tech, Gold Equities & Bonds
30 Jul 2020
Contributed by Lukas
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...
E24 - Smart Bets for the Opportunistic Investor
23 Jul 2020
Contributed by Lukas
Across the pond, the European Union approved an enormous stimulus package for countries still coping with the coronavirus pandemic. Despite the ground...
E23 - Why “Quality” Outperforms in Bear and Bull Markets
20 Jul 2020
Contributed by Lukas
From drawdowns to market rallies, Quality ETFs have an impressive track record of delivering outperformance on both sides of volatility. Yet despite t...
E22 - A Closer Look at Q2 Earnings, Nasdaq & Emerging Markets
16 Jul 2020
Contributed by Lukas
With companies starting to announce their second quarter earnings, a fragile market confidence hangs in the balance. Will optimism remain through the ...
E21 - Flight to Quality, Beta and Government Bonds
09 Jul 2020
Contributed by Lukas
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 wi...
E20 - Balancing Gold, Equities and Short & Mid Credit
25 Jun 2020
Contributed by Lukas
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...
E19 - Key Exposures for a Defensive Growth Portfolio
18 Jun 2020
Contributed by Lukas
With conflicting data pulling markets in opposite directions, the case for a defensive growth strategy remains firmly intact. That said, what exposure...
E18 - Becoming the “Smart Money” in ETF Flows
11 Jun 2020
Contributed by Lukas
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 ...
E17 - ZMBS for Defensive Income in the Portfolio
10 Jun 2020
Contributed by Lukas
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 ...
E16 - Are Defensive Growth Strategies Working?
04 Jun 2020
Contributed by Lukas
Despite a perfect storm of negative headlines, markets continue to rise in the face of extreme economic uncertainty. Against this backdrop, our expert...
E15 - Decoding Bank Earnings, Gold and China
28 May 2020
Contributed by Lukas
As Canadian banks announce their Q1 earnings, what insights should investors draw about the current state of the market? To answer this question, our ...
E14 - Why ZPAY Earns More Through a Crisis
22 May 2020
Contributed by Lukas
Faced with an uncertain future, many investors are searching for innovative tools to add income in the portfolio. Where should they go in this histori...
E13 - Adding a Growth Sleeve to Client Portfolios
21 May 2020
Contributed by Lukas
Although the current market calls for a prudent approach to investing, certain sectors of the economy – healthcare, technology and infrastructure –...
E12 - Cautious Growth Strategies for the Fragile Market Recovery
14 May 2020
Contributed by Lukas
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 hun...
E11 - ZWG for Enhanced Yield in Volatile Markets
11 May 2020
Contributed by Lukas
With markets shrouded in uncertainty, investors face difficult tradeoffs between growth and income in the portfolio. Where can they invest today that ...
E10 - Equity Trade Ideas as the Economy Re-opens
07 May 2020
Contributed by Lukas
With governments starting to lift shelter-in-place orders, equity prices have rebounded strongly in recent weeks, recovering much of their lost ground...
E9 - Defensive Growth Strategies for the Cautious Optimist
30 Apr 2020
Contributed by Lukas
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, ...
E8 - Satellite Trade Ideas for Portfolio Rebalancing
23 Apr 2020
Contributed by Lukas
In light of recent market volatility, how should investors adjust their portfolios to efficiently manage downside risks? For actionable solutions, Mar...
E7 - Defensive Trade Ideas to Manage Volatility Risks
16 Apr 2020
Contributed by Lukas
With the looming possibility of an earnings shock, many Advisors are on the hunt for defensive strategies to manage risks and gather income across the...
E6 - Factor Investing in Volatile Equity Markets
09 Apr 2020
Contributed by Lukas
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...
E5 - Bond ETFs to Survive (and Thrive) in the Current Market
08 Apr 2020
Contributed by Lukas
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...
E4 - Equity Trade Ideas in the Current Marketplace
02 Apr 2020
Contributed by Lukas
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 mark...
E3 - Opportunity vs. Risk in the Fixed Income Universe
31 Mar 2020
Contributed by Lukas
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 situ...
E2 - Income Trade Ideas for the Current Marketplace
27 Mar 2020
Contributed by Lukas
As expectations for social distancing go from weeks to months, two BMO portfolio managers offer innovative income strategies to give your clients a he...
E1 - Decoding Price Movements in the Fixed Income Universe
24 Mar 2020
Contributed by Lukas
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 u...