BMO ETFs: Views from the Desk
By BMO Global Asset Management
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Episodes: 235
Description
In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.
| Episode | Date |
|---|---|
|
E223 – Fed to Shrink Balance Sheet at Slower Pace
|
May 02, 2024 |
|
E222 – 'Higher for Longer' is Back
|
Apr 25, 2024 |
|
E221 – 2024 Federal Budget Highlights
|
Apr 19, 2024 |
|
E220 – A Divergence in Economic Strength
|
Apr 12, 2024 |
|
E219 – Gold’s Record-High Rally
|
Apr 04, 2024 |
|
E218 – Fed Holds & Hints 3 Cuts to Come
|
Mar 21, 2024 |
|
E217 – A Deep Dive on Gold
|
Mar 14, 2024 |
|
E216 – Decoding Q1 Canadian Bank Earnings
|
Mar 12, 2024 |
|
E215 – It’s Still ‘Too Early’ for Cuts
|
Mar 07, 2024 |
|
E214 – How Long Will Nvidia’s Reign Last?
|
Feb 29, 2024 |
|
E213 – Inflation Falls Within BoC Target. What’s Next?
|
Feb 22, 2024 |
|
E212 – U.S. Inflation Up. When Are Rates Coming Down?
|
Feb 14, 2024 |
|
E211 – A Deep Dive on Buffer ETFs
|
Feb 08, 2024 |
|
E210 – Unpacking the Latest U.S. Economic Data
|
Feb 01, 2024 |
|
E209 – Rates, Netflix & Trump
|
Jan 25, 2024 |
|
E208 – ETF Industry Outlook
|
Jan 18, 2024 |
|
E207 – 2024 BMO ETF Desk Update on Positioning
|
Jan 09, 2024 |
|
E206 – A Year in Review
|
Dec 15, 2023 |
|
E205 – Decoding Q4 Canadian Bank Earnings
|
Dec 12, 2023 |
|
E204 – A Deep Dive on HISA ETFs
|
Dec 12, 2023 |
|
E203 – Bank of Canada Ends Year with a Hold
|
Dec 08, 2023 |
|
E202 – Bank Earnings: Hits & Misses
|
Dec 01, 2023 |
|
E201 – Earnings, Inflation & the “Magnificent Seven”
|
Nov 23, 2023 |
|
E200 – Is the End of Fed Rate Hikes in Sight?
|
Nov 17, 2023 |
|
E199 – Treasuries and Tax-Loss Selling
|
Nov 13, 2023 |
|
E198 – Places to Park Cash
|
Nov 03, 2023 |
|
E197 – Interest Rates on Hold. What’s Next?
|
Oct 27, 2023 |
|
BMO ETF Q4 Investment Strategy
|
Oct 23, 2023 |
|
E196 – Cash Rules. How to Play the Current Yield Environment
|
Oct 20, 2023 |
|
E195 – Stocks Plunge as Yields Surge
|
Oct 17, 2023 |
|
E194 – U.S. Government Shutdown, Explained
|
Sep 28, 2023 |
|
E193 – How to Play the Fed’s Higher for Longer Rate Path
|
Sep 21, 2023 |
|
E192 – Decoding Q3 Canadian Bank Earnings
|
Sep 18, 2023 |
|
E191 – Time to Consider Taking Profit, Rotating to Low-Vol Strategy
|
Sep 14, 2023 |
|
E190 – The Fed is ‘Navigating by the Stars Under Cloudy Skies’
|
Aug 31, 2023 |
|
E189 – Is Inflation Making a Comeback?
|
Aug 24, 2023 |
|
E188 – Putting the Income Back Into “Fixed Income”
|
Aug 17, 2023 |
|
E187 – Japan Tries to Pivot
|
Aug 03, 2023 |
|
E186 – What the Workplace Evolution Means for REITs
|
Jul 28, 2023 |
|
BMO ETF Q3 Investment Strategy
|
Jul 27, 2023 |
|
E185 – Is It Time to Buy International Equities?
|
Jul 21, 2023 |
|
E184 – Bank of Canada Won’t Rule Out Future Rate Hikes
|
Jul 13, 2023 |
|
E183 – Canada’s Inflation Slows, but Will It Prevent a Hike?
|
Jun 29, 2023 |
|
E182 – Listening to the Yield Curve
|
Jun 22, 2023 |
|
E181 – ‘Diversification Is the Only Free Lunch’ in Investing
|
Jun 16, 2023 |
|
E180 – Decoding Q2 Canadian Bank Earnings
|
Jun 12, 2023 |
|
E179 – Bank of Canada Hikes Again
|
Jun 08, 2023 |
|
E178 – Nvidia’s Rise & AI Euphoria
|
Jun 01, 2023 |
|
E177 – Q2 Bank Earnings a Mixed Bag
|
May 25, 2023 |
|
E176 – Are Rate Hikes Back on the Table?
|
May 18, 2023 |
|
E175 – Markets May Be Too Optimistic on Rate Cuts
|
May 11, 2023 |
|
E174 – Will the Fed ‘Hike in May and Go Away?’
|
May 04, 2023 |
|
E173 – Markets Brace for Debt Ceiling Standoff
|
Apr 27, 2023 |
|
E172 – What Clues Do Bank Earnings Hold?
|
Apr 20, 2023 |
|
BMO ETF Q2 Investment Strategy
|
Apr 18, 2023 |
|
E171 – The Last Push is Always the Hardest
|
Apr 13, 2023 |
|
E170 – Playing Defense as Regional Bank Risks Persist
|
Mar 30, 2023 |
|
E169 – Opportunity to Buy Canadian Banks on Sale
|
Mar 23, 2023 |
|
E168 – What the Silicon Valley Bank Collapse Means for Investors
|
Mar 15, 2023 |
|
E167 – Decoding Q1 Canadian Bank Earnings
|
Mar 14, 2023 |
|
E166 – Wave of Downgrades Hits High-Yield Bonds
|
Mar 10, 2023 |
|
E165 – Positioning for US Dollar Strength in Near Term
|
Mar 02, 2023 |
|
E164 – Canadian CPI Underscores Steady Rate Outlook for Canada
|
Feb 23, 2023 |
|
E163 – Inflation Risks Re-Acceleration in Coming Months
|
Feb 17, 2023 |
|
E162 – Credit Spreads Signal Buying Opportunity in Fixed Income
|
Feb 10, 2023 |
|
E161 – Investors Believe Fed Likely Close to Finished Hiking Rates
|
Feb 02, 2023 |
|
E160 – Time to Look at Duration as BoC Signals Steadier Rate Path
|
Jan 26, 2023 |
|
E159 – China’s Reopening Shifts Focus to Emerging Markets
|
Jan 19, 2023 |
|
E158 – U.S. Inflation Data Trending in the Right Direction
|
Jan 13, 2023 |
|
2023 BMO ETF Investment Outlook: Back to the Old Normal
|
Jan 04, 2023 |
|
E157 – Decoding Q4 Canadian Bank Earnings
|
Dec 22, 2022 |
|
Central Banks Update and Outlook for 2023
|
Dec 21, 2022 |
|
E156 - Look to Infrastructure as Hedge Against Recession Risk
|
Dec 15, 2022 |
|
E155 – Investors Rotating to Stocks with Rate Cycle Nearing Peak
|
Dec 08, 2022 |
|
E154 – Canadian Banks Put Pandemic Cash Cushions to Use
|
Dec 01, 2022 |
|
E153 – Markets on Edge Following FTX Scandal
|
Nov 24, 2022 |
|
E152 – Tax-Loss Selling for 2022 Year-End
|
Nov 17, 2022 |
|
E151 – From ‘Red Wave’ to Ripple
|
Nov 10, 2022 |
|
Quarterly Portfolio Strategy Q4 2022: The Fed in the Driver’s Seat
|
Nov 04, 2022 |
|
E150 –Timing the Market vs. Time in the Market
|
Nov 03, 2022 |
|
E149 – Is the Bank of Canada Slowing Pace of Rate Hikes?
|
Oct 27, 2022 |
|
E148 – Canada’s CPI is Hot Off the Press
|
Oct 20, 2022 |
|
E147 – IMF Warns ‘The Worst is Yet to Come’
|
Oct 13, 2022 |
|
E146 – Tax Loss Selling in 2022
|
Oct 06, 2022 |
|
E145 – When Inflation Rears Its Head, Cash is King
|
Sep 29, 2022 |
|
Q&A on Central Banks and Interest Rates
|
Sep 26, 2022 |
|
E144 – Core Inflation: A Mixed Picture
|
Sep 22, 2022 |
|
E143 – Markets Take a Tumble
|
Sep 15, 2022 |
|
E142 – Decoding Q3 Canadian Bank Earnings
|
Sep 12, 2022 |
|
E141 – Tough Talk from the Bank of Canada
|
Sep 08, 2022 |
|
E140 – Bulls vs. Bears: Breaking Down Two Scenarios
|
Aug 25, 2022 |
|
E139 – Are Economic Expectations Improving?
|
Aug 19, 2022 |
|
E138 – Unpacking the U.S. Inflation Reduction Act
|
Aug 11, 2022 |
|
E137 – Volatility Creates Opportunity
|
Jul 28, 2022 |
|
Quarterly Portfolio Strategy Q3 2022: Is the Quest to Tamp Down Inflation Succeeding?
|
Jul 25, 2022 |
|
E136 – Finding Direction in a Sideways Market
|
Jul 21, 2022 |
|
E135 – Will the 100Bps Hike Tame Inflation?
|
Jul 14, 2022 |
|
E134 – What Makes This Downturn Different?
|
Jul 07, 2022 |
|
E133 – Fighting Inflation with Dividends
|
Jun 23, 2022 |
|
E132 – The Bear Market Is Here. What's Next?
|
Jun 16, 2022 |
|
E131 – Decoding Q2 Canadian Bank Earnings
|
Jun 10, 2022 |
|
E130 – Are Markets Underestimating Inflation?
|
Jun 09, 2022 |
|
E129 – Protecting Against Volatility with Infrastructure
|
Jun 02, 2022 |
|
E128 – Weathering the Storm with Low-Vol and Covered Call
|
May 26, 2022 |
|
E127 – U.S. Inflation and the Fed’s Aggressive Strategy
|
May 19, 2022 |
|
E126 – Market Bottom or Looming Recession?
|
May 13, 2022 |
|
E125 – ETF Portfolio Managers’ Insights on Your Allocation Questions
|
May 06, 2022 |
|
E124 – Elon Musk Buys Twitter. Now What?
|
May 05, 2022 |
|
E123 – Have We Reached Peak Inflation?
|
May 04, 2022 |
|
Quarterly Portfolio Strategy Q2 2022: Ideas to Offset Inflation and Rising Rate Risk
|
Apr 18, 2022 |
|
E122 – Inverted Yield Curve Equals Recession? Maybe Not.
|
Apr 14, 2022 |
|
E121 – Russia-Ukraine and ESG Investing
|
Apr 07, 2022 |
|
E120 – Making Sense of Uncertainty and Low Trading Volumes
|
Mar 31, 2022 |
|
E119 – The Liberal-NDP Deal and Implications for Canadian Banks
|
Mar 24, 2022 |
|
Protecting Against Rising Rates with ZBI
|
Mar 21, 2022 |
|
E118 – What Could the S&P 500 ‘Death Cross’ Mean for Your Clients?
|
Mar 17, 2022 |
|
E117 – Megatrends in Infrastructure, Energy, and Technology
|
Mar 10, 2022 |
|
E116 – Decoding Q1 Canadian Bank Earnings
|
Mar 10, 2022 |
|
E115 – Hedging Against Inflation with Energy
|
Mar 03, 2022 |
|
E114 – Potential Market Impact of Geopolitical Conflict
|
Feb 24, 2022 |
|
E113 – The Ukraine Situation and Other Uncertainties
|
Feb 23, 2022 |
|
E112 – Evaluating a Steadying Market
|
Feb 10, 2022 |
|
Markets Outlook for 2022
|
Feb 04, 2022 |
|
E111 – Ideas to Preserve and Prosper Through Turbulence
|
Feb 03, 2022 |
|
E110 – Riding Volatility with Banks and Energy
|
Jan 27, 2022 |
|
E109 – Gearing Up for Hikes
|
Jan 20, 2022 |
|
E108 – Bracing for Inflation
|
Jan 13, 2022 |
|
E107 – Positioning Portfolios for 2022
|
Dec 16, 2021 |
|
E106 – Decoding Q4 Canadian Bank Earnings
|
Dec 13, 2021 |
|
E105 – Balancing Portfolios with Bonds and Banks
|
Dec 09, 2021 |
|
Top 5 Picks to Park Your Greenbacks
|
Dec 06, 2021 |
|
E104 – Omicron Uncertainty and a Black-Friday Boost for Discretionaries
|
Dec 02, 2021 |
|
E103 – Protecting Pandemic Gains from Rising Rates
|
Nov 25, 2021 |
|
E102 – Capitalizing on Biden’s Infrastructure Bill
|
Nov 18, 2021 |
|
E101 – Building Your Inflation Toolkit
|
Nov 11, 2021 |
|
E100 – Building Sustainable Portfolios: COP26 and ESG Solutions
|
Nov 04, 2021 |
|
Why a “Low Volatility” Strategy Works Over Time
|
Nov 01, 2021 |
|
E99 – Upheaval at Rogers Communications
|
Oct 28, 2021 |
|
E98 – Diving into US Earnings Results
|
Oct 21, 2021 |
|
E97 – Back to Defensive Factors?
|
Oct 14, 2021 |
|
E96 – Bracing for a Risk-Off Moment
|
Oct 07, 2021 |
|
E95 – Switching Sectors as Markets Get Fearful
|
Sep 30, 2021 |
|
E94 – Watching China’s Real Estate Crisis Unfold
|
Sep 23, 2021 |
|
E93 – Election Outcomes: How to Position Your Portfolio
|
Sep 22, 2021 |
|
E92 – Decoding Q3 Canadian Bank Earnings
|
Sep 21, 2021 |
|
How ZPAY Earns Yield from Market Volatility
|
Sep 20, 2021 |
|
E91 – Seeking Shelter from the Fed & Hurricane Ida
|
Sep 02, 2021 |
|
E90 – What’s Driving “Big Six” Bank Performance
|
Aug 26, 2021 |
|
E89 – Weighing the Canadian Election vs. Oil Prices
|
Aug 19, 2021 |
|
E88 – Switching Gears as the Reopening Trade Slows Down
|
Aug 12, 2021 |
|
E87 – Moonshot ETFs for Clean Energy & Autonomous Tech
|
Jul 29, 2021 |
|
E86 – Surfing Volatility with REITs, Industrials & Bonds
|
Jul 22, 2021 |
|
E85 – Balancing the Inflation vs Growth Tradeoff
|
Jul 15, 2021 |
|
E84 – Drilling into Oil Prices as Economies Re-Open
|
Jul 08, 2021 |
|
E83 – Belski: Riding the Bull Market with ZACE
|
Jul 06, 2021 |
|
E82 – Taking Risk Off the Table With Quality & Low Vol
|
Jun 24, 2021 |
|
E81 - Canadian Mortgage-Backed Securities (MBS) – Yield Premiums with Downside Protection
|
Jun 23, 2021 |
|
E80 – Choosing Wisely within the Equity Universe
|
Jun 17, 2021 |
|
E79 – Decoding Q2 Canadian Bank Earnings
|
Jun 15, 2021 |
|
E78 – Looking Beyond G7 Taxes with Tech & EM Bonds
|
Jun 10, 2021 |
|
E77 – Rebalancing Global Equities, Canadian Banks & Bonds
|
Jun 03, 2021 |
|
E76 – Homeward Bound with CAD-Hedged Bonds & Equities
|
May 27, 2021 |
|
E75 – Exploring Genomics Innovation with ZGEN & ZUH
|
May 26, 2021 |
|
E74 – Banking on Small Caps, Clean Energy & Preferred Shares
|
May 20, 2021 |
|
E73 – Seeking Upside with Value, Industrials & Bonds
|
May 13, 2021 |
|
E72 – Moving Cautiously on Inflation Risk
|
May 06, 2021 |
|
E71 – Finding Growth with Mid-Caps & Corporate Bonds
|
Apr 29, 2021 |
|
E70 – De-Risking Credit Exposure with ZBBB & ZMBS
|
Apr 22, 2021 |
|
E69 – Hedging Against Inflation with ZTIP, ZGD & ZEO
|
Apr 19, 2021 |
|
E68 – Getting Ahead of Inflation and Rising Rates
|
Apr 15, 2021 |
|
E67 – Staying the Course with Quality & Low-Vol
|
Apr 08, 2021 |
|
E66 – Taking Caution with Alternative & SPAC Investments
|
Apr 01, 2021 |
|
E65 – Tactical Opportunities with Small & Mid-Cap Stocks
|
Mar 25, 2021 |
|
E63 – What Rogers-Shaw Deal Means for Low-Vol ETFs
|
Mar 18, 2021 |
|
E62 – Why ZCLN Can Power Long-term Growth
|
Mar 15, 2021 |
|
E61 – Capturing Growth with ESG & High Yield Exposures
|
Mar 11, 2021 |
|
E60 – Reducing Duration Risk with Corporate Bonds
|
Mar 04, 2021 |
|
E59 – Maximizing Tech Opportunities & Bond Yields
|
Feb 25, 2021 |
|
E58 - Betting on Megatrends with Innovation ETFs
|
Feb 23, 2021 |
|
E57 - Rebalancing Canadian, ESG & EM Exposures
|
Feb 18, 2021 |
|
E56 - Guarding Against Inflation & VIX Concerns
|
Feb 11, 2021 |
|
E55 - Future-proofing with Clean Energy & TIPS
|
Jan 28, 2021 |
|
E54 - Navigating Unknowns with Low-Vol & BBB Bonds
|
Jan 21, 2021 |
|
E53 - Currency Implications for 2021 ETF Trades
|
Jan 18, 2021 |
|
E52 - Recovery Gains with US Banks, Small-Caps & Long Bonds
|
Jan 14, 2021 |
|
E51 - Exploring Upside in S&P 400 & 600 Indexes
|
Dec 21, 2020 |
|
E50 - 2021 Outlook - Top ETFs & Trends to Watch
|
Dec 17, 2020 |
|
E48 - Building Growth with Cautious Optimism
|
Dec 10, 2020 |
|
E47 - Shielding Portfolio Gains from VIX Turbulence
|
Dec 03, 2020 |
|
E46 - Switching Gears with Value, Small-Caps & Preferred Shares
|
Nov 26, 2020 |
|
E45 - Playing the Waiting Game on Vaccines
|
Nov 19, 2020 |
|
E44 - Top ETF Strategies in the Post-Election Chaos
|
Nov 12, 2020 |
|
E43 - Tax-Loss Harvesting for 2020 Year-End
|
Nov 10, 2020 |
|
E42 - U.S. Election Aftermath for Investors
|
Nov 04, 2020 |
|
E41 - Turning Uncertainty into an Income Stream
|
Oct 29, 2020 |
|
E40 - Using ZEB & ZBK to Wait Out Volatility
|
Oct 27, 2020 |
|
E39 - Strategizing for November Market Turmoil
|
Oct 22, 2020 |
|
E38 - Chasing Yield with Quality & Preferred Shares
|
Oct 15, 2020 |
|
E37 - Portfolio Rebalancing between US, Canada & EM
|
Oct 08, 2020 |
|
E36 - How to Election-Proof an Investment Portfolio
|
Oct 01, 2020 |
|
E35 - Why Emerging Markets Attract the “Smart Money” in ETF Flows
|
Sep 29, 2020 |
|
E34 - Finding Defensive Growth in a Fearful Market
|
Sep 24, 2020 |
|
E33 - Patient Strategies for “Peak Oil” & Mid-cap Equities
|
Sep 17, 2020 |
|
E32 - Protecting Yield in Times of Volatility
|
Sep 10, 2020 |
|
E31 - Rebalancing Bonds, Mega-Caps & CAD/USD
|
Sep 03, 2020 |
|
E30 - Riding the Highs with Banks, Gold & Quality
|
Aug 27, 2020 |
|
E29 - Why “Alternatives” Enhance Portfolio Risk and Reward
|
Aug 25, 2020 |
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E28 - “Getting Paid to Wait” through a Crisis
|
Aug 20, 2020 |
|
E27 - A “Wild Ride” for Gold, Bonds & Quality
|
Aug 13, 2020 |
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E26 - Hedging Against U.S. Political Uncertainty
|
Aug 06, 2020 |
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E25 - Investing in Big Tech, Gold Equities & Bonds
|
Jul 30, 2020 |
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E24 - Smart Bets for the Opportunistic Investor
|
Jul 23, 2020 |
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E23 - Why “Quality” Outperforms in Bear and Bull Markets
|
Jul 20, 2020 |
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E22 - A Closer Look at Q2 Earnings, Nasdaq & Emerging Markets
|
Jul 16, 2020 |
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E21 - Flight to Quality, Beta and Government Bonds
|
Jul 09, 2020 |
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E20 - Balancing Gold, Equities and Short & Mid Credit
|
Jun 25, 2020 |
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E19 - Key Exposures for a Defensive Growth Portfolio
|
Jun 18, 2020 |
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E18 - Becoming the “Smart Money” in ETF Flows
|
Jun 11, 2020 |
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E17 - ZMBS for Defensive Income in the Portfolio
|
Jun 10, 2020 |
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E16 - Are Defensive Growth Strategies Working?
|
Jun 04, 2020 |
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E15 - Decoding Bank Earnings, Gold and China
|
May 28, 2020 |
|
E14 - Why ZPAY Earns More Through a Crisis
|
May 22, 2020 |
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E13 - Adding a Growth Sleeve to Client Portfolios
|
May 21, 2020 |
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E12 - Cautious Growth Strategies for the Fragile Market Recovery
|
May 14, 2020 |
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E11 - ZWG for Enhanced Yield in Volatile Markets
|
May 11, 2020 |
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E10 - Equity Trade Ideas as the Economy Re-opens
|
May 07, 2020 |
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E9 - Defensive Growth Strategies for the Cautious Optimist
|
Apr 30, 2020 |
|
E8 - Satellite Trade Ideas for Portfolio Rebalancing
|
Apr 23, 2020 |
|
E7 - Defensive Trade Ideas to Manage Volatility Risks
|
Apr 16, 2020 |
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E6 - Factor Investing in Volatile Equity Markets
|
Apr 09, 2020 |
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E5 - Bond ETFs to Survive (and Thrive) in the Current Market
|
Apr 08, 2020 |
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E4 - Equity Trade Ideas in the Current Marketplace
|
Apr 02, 2020 |
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E3 - Opportunity vs. Risk in the Fixed Income Universe
|
Mar 31, 2020 |
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E2 - Income Trade Ideas for the Current Marketplace
|
Mar 27, 2020 |
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E1 - Decoding Price Movements in the Fixed Income Universe
|
Mar 24, 2020 |