Shows
Markets PlusBMO Equity Research: Impact of U.S. Tariffs on Canada's Economy, Equities, Oil, Autos, and BanksHow will U.S. Tariffs on Canada impact the economy, equities, oil & gas, autos, and banks? Join us for a 25-minute discussion with BMO’s Deputy Chief Economist, Michael Gregory, Chief Investment Strategist, Brian Belski, Oil & Gas Analyst, Randy Ollenberger, Consumer Analyst, Tamy Chen and Banks Analyst, Sohrab Movahedi, recorded 24hrs before the tariffs were set to take effect (recorded on February 3, 2025).2025-02-0424 minMarkets PlusBMO Equity Research on Navigating the U.S. Election Outcomes from a Macro LensIn this episode from BMO Equity Research IN Tune Podcast, Camilla Sutton, MD and Head of Canadian and UK Equity Research at BMO, sat down with five BMO Capital Markets experts who discuss the upcoming U.S. presidential election and how they see market impacts unfolding. Guests include Sal Guatieri, BMO’s Sr. Economist, and Brian Belski, BMO’s Chief Investment Strategist, as well as three of our Equity Research Analysts — Colin Hamilton, who focuses on metal commodities, Randy Ollenberger on Oil and Gas, and Doug Morrow on ESG.2024-10-2432 min
BMO ETFs: Views from the DeskE237 – BMO ETF Q3 Investment StrategyAs a shifting economic backdrop fans recession fears in the U.S., is a soft landing still on the table? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, analyze the market outlook and discuss our Q3 investment strategy reports.
Quarterly Fixed Income Strategy
Guided Portfolio Strategy Report
ETFs:
BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)
BMO Low Volatility US Equity ETF (Ticker: ZLU)
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO Equal Weight REITs Index ETF (Ticker: ZRE)
BMO Low Volatility International Equity Hedged to CAD ETF (Ticker: ZLD)
BMO...2024-09-0618 minMarkets PlusBMO Equity Research on the AI + Data Center Build Out: Sustainability Impacts, Second Order BeneficiariesThis episode from BMO's IN Tune podcast focuses on how the AI/data center build out is contributing to a new era of electricity demand.2024-07-3113 min
Sustainability LeadersBMO Equity Research on the AI + Data Center Build Out: Sustainability Impacts, Second Order BeneficiariesThis episode from BMO's IN Tune podcast focuses on how the AI/data center build out is contributing to a new era of electricity demand.2024-07-3114 minSustainability LeadersFood, Ag, Fertilizer, and ESG From BMO’s 19th Annual Farm to Market Conference: BMO Equity ResearchIn this episode from BMO’s IN Tune Podcast, host Camilla Sutton is joined by Kelly Bania, Joel Jackson, Doug Morrow and Andrew Strelzik to discuss the takeaways from BMO’s 19th Annual Farm to Market Conference and stretches across the food and agriculture value chain.2024-05-3021 minBMO ETFs: Views from the DeskE226 – BMO GAM’s House ViewAs the U.S. economy appears stronger for longer, Canada prepares for potential interest rate cuts. In this deep-dive episode, BMO GAM CIO Sadiq Adatia and your host, Mckenzie Box, break down the latest House View and discuss portfolio positioning for the current environment.
McKenzie Box is Vice President of Product Management and Strategy at BMO Global Asset Management. She is joined on the podcast by Sadiq S. Adatia, Chief Investment Officer (CIO) at BMO Global Asset Management. The episode was recorded live on Wednesday, May 29, 2024.
Find The Week with Sadiq, BMO GAM’s Monthly House View, and more fresh insi...2024-05-3019 minMarkets PlusFood, Ag, Fertilizer, and ESG From BMO’s 19th Annual Farm to Market Conference: BMO Equity ResearchIn this episode from BMO’s IN Tune Podcast, host Camilla Sutton is joined by Kelly Bania, Joel Jackson, Doug Morrow and Andrew Strelzik to discuss the takeaways from BMO’s 19th Annual Farm to Market Conference and stretches across the food and agriculture value chain.2024-05-2920 min
BMO Equity Research IN TuneFood, Ag, Fertilizer, and ESG From BMO’s 19th Annual Farm to Market ConferenceThis episode of INTune delves into the takeaways from BMO’s 19th Annual Farm to Market Conference and stretches across the food and agriculture value chain. Equity Research Analysts Kelly Bania, Joel Jackson, Doug Morrow, and Andrew Strelzik join in a discussion on the impacts of commodity price volatility, consumer trends, ag tech, and water on equities. (20 mins)Click here for transcript.Click here for Doug Morrow's Report “Water Stress in the Food & Agriculture Sector: Risks, Best Practices, and Innovation Opportunities “To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/2024-05-2820 minBMO Equity Research IN TuneInvestment Ideas for Climate Change: Discussing the BMO Climate Opportunities ScreenIn this edition of BMO’s INTune podcast series, we sit down with Doug Morrow and Devin Dodge from BMO’s Equity Research team to discuss the BMO Climate Opportunities Screen and some of the companies from our coverage that are positively exposed to the energy transition megatrend. (15 mins)Please view our report, “Future Facing Investing: The BMO Climate Opportunities Screen”Click here for episode transcript.To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/2024-05-2215 minBMO Equity Research IN TuneBMO Sustainability Leaders: The Role of Responsible MiningThis week we have a special episode of IN Tune sharing a podcast from BMO’s Sustainability Leaders that aired on February 20, 2024. Colin Hamilton, Commodities Analyst, BMO Capital Markets, sat down with the International Council on Mining and Metals (ICMM)’s President and CEO Rohitesh Dhawan to discuss what the industry needs to do to embrace nature-positive mining (24 min).Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/SldQc294alVqTDhXVVh6VWR0UW4xY3RRYUx5aGFsMzByQzVGekhpZCtXVXNxcU1hN1huVUkxR2xpUEQ4SmRuTGdrMXZJOC9HT2NvTFIxUzFqdytPTEE9PQ2.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/2024-03-0123 minMarkets PlusWhat Was Interesting at Indaba: BMO Equity Research ExplainsIn this episode from BMO Equity Research Metal Matters Podcast, Colin Hamilton, Commodities Analyst at BMO Capital Markets, discusses key takeaways from the recent Mining Indaba conference in Cape Town, and developing trends in the industry.2024-02-2213 minBMO ETFs: Views from the DeskE207 – 2024 BMO ETF Desk Update on PositioningIn this episode, the team discusses 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. The episode was recorded live on Thursday, December 21, 2023.
BMO ETF Portfolio Strategy Report – Q1 2024
BMO ETF Fixed Income Strategy Report – Q1 2024
Disclosure:
*Mega cap technology names are less exposed to interest rates and have the potential to perform well despite rate cuts. Large cap tech names, such as the ones in ZWT, outperformed the market S&P 500 as inte...2024-01-0919 minBMO ETFs: Views from the DeskBMO ETF Q4 Investment StrategyHigher interest rates for longer are creating volatility, yet also an opening for investors to earn attractive yields on the front end of the curve. Erika Toth discusses the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the latest market dynamics, and portfolio positioning across asset classes.
Erika Toth is a Director of ETF Distribution at BMO ETFs.
Q4 Portfolio Positioning
Q4 Fixed Income Strategy
Related ETFs:
BMO Discount Bond Index ETF (Ticker: ZDB)
BMO Aggregate Bond Index ETF (Ticker: ZAG)
BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU)
B...2023-10-2313 minBMO ETFs: Views from the DeskE191 – Time to Consider Taking Profit, Rotating to Low-Vol StrategyThe risks posed by higher rates, still-stubborn inflation as well as small but growing cracks in the overall economy—notably in Canada—suggest a rotation into low-volatility strategies may be prudent. On today’s episode, portfolio managers Chris McHaney, Matt Montemurro and your host Mckenzie Box discuss options for investors looking to de-risk a portion of their equity allocations. They also break down the likelihood of rising corporate default rates and the impact that could have on high-yield credit, as well as examine whether it’s time to start adding to utilities, among the worst-performing sub-indexes in North America year-to-date. Read the...2023-09-1429 minBMO ETFs: Views from the DeskBMO ETF Q3 Investment StrategyAre the central banks winning the battle against inflation? While the latest Canadian CPI print suggests we are moving in the right direction, it’s likely too early to call a victory. In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the inversion of the yield curve, the U.S. dollar, Canadian banks’ valuations, Technology and portfolio positioning across asset classes.
Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and Inves...2023-07-2819 minBMO ETFs: Views from the DeskE185 – Is It Time to Buy International Equities?A shift toward international equities is seemingly underway, but what is the catalyst for this movement? In today’s episode, portfolio managers Chris Heakes, Omanand Karmalkar and your host, Mckenzie Box, analyze valuations and look for opportunities abroad. They also discuss U.S. and Canadian banks, mega-cap Tech stocks and infrastructure. Read the episode summary.
Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Chris Heakes and Omanand Karmalkar, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, July 19, 2023.
ETFs mentioned in...2023-07-2124 minMarkets PlusFood, Ag, Fertilizer, and ESG From BMO’s 18th Annual Farm to Market ConferenceIn this episode from BMO Equity Research IN Tune Podcast, we are joined by BMO Capital Markets’ CEO & Group Head Dan Barclay as he moderates a discussion on the takeaways from BMO’s 18th Annual Farm to Market Conference across the food and agriculture value chain.2023-06-3027 minBMO ETFs: Views from the DeskE178 – Nvidia’s Rise & AI EuphoriaThe artificial intelligence boom is here. But will it soon bust? On today’s episode, portfolio managers Matt Montemurro, Chris Heakes and your host, Mckenzie Box, analyze Big Tech’s growth prospects. They also discuss the tentative U.S. debt ceiling deal, the overheating economy and international equities. Read the episode summary.
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, May 31, 2023.
ETFs mentioned in the podcast:
BMO U...2023-06-0128 minSustainability LeadersFood, Ag, Fertilizer, and ESG From BMO’s 18th Annual Farm to Market ConferenceIn this episode from BMO Equity Research IN Tune Podcast, we are joined by BMO Capital Markets’ CEO & Group Head Dan Barclay as he moderates a discussion on the takeaways from BMO’s 18th Annual Farm to Market Conference across the food and agriculture value chain.2023-05-3127 minBMO ETFs: Views from the DeskE177 – Q2 Bank Earnings a Mixed BagAs second quarter earnings results trickle in, two Canadian banks fell short of analysts' expectations. On today’s episode, portfolio managers Alfred Lee, Chris McHaney and your host, Mckenzie Box, examine the markets’ initial reaction. They also discuss higher loan-loss provisions, gold prices, factor-based ETFs, the U.S. debt ceiling deadline, and investing in China. Read the episode summary.
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 Wedne...2023-05-2529 minBMO ETFs: Views from the DeskE173 – Markets Brace for Debt Ceiling StandoffAs the default rate ticks higher, refinancing risk sits on the horizon. In today’s special episode, portfolio managers Alfred Lee, Matt Montemurro, and your host Mckenzie Box analyze the cracks in the banking system and where vulnerabilities lie. They also discuss tech giant earnings, First Republic’s plunging shares and the quality factor. Read the episode summary.
Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, April...2023-04-2728 minBMO ETFs: Views from the DeskE172 – What Clues Do Bank Earnings Hold?Canadian inflation cools to the lowest level since 2021, reaffirming the Bank of Canada’s pause. In today’s special episode, portfolio managers Chris Heakes, Chris McHaney, and your host Mckenzie Box explore what rate normalization means for markets. They also discuss recent bank earnings announcements, the benefits of low volatility investing, and the tailwinds building for gold. Read the episode summary.
Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Chris Heakes and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live...2023-04-2026 minBMO ETFs: Views from the DeskBMO ETF Q2 Investment StrategyRecent market events have taken investors on a walk down memory lane, as elements of the banking crisis look eerily similar to the challenges faced in the ‘80s and ‘90s. Where will regulators’ approaches lead? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which analyze the central banks’ rate decisions, inflation’s trajectory, a shift in factor leadership, and portfolio construction across asset classes.
Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and...2023-04-1823 minBMO ETFs: Views from the DeskE171 – The Last Push is Always the HardestEarlier this week, Chicago Fed President Austan Goolsbee said the right monetary approach calls for prudence and patience, all while the pressure mounts for a pause. On today’s special episode, portfolio managers Alfred Lee, Matt Montemurro, and your host Mckenzie Box analyze the latest CPI prints North and South of the border. They also discuss a shift in market leadership, an uptick in interest rate volatility and the quest for de-dollarization.
Read the episode summary.
Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Matt Mon...2023-04-1328 min
ThrivefectaCorina Mosqueda-Ventura, V.P. Private Wealth Advisor at BMO Wealth ManagementToday we will be hearing from Corina Mosqueda-Ventura, a Vice President and private wealth advisor with BMO Wealth Management in Chicago. Corina has over 27 years of experience in the financial services industry, and she currently serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations.
She is also a diversity champion and holds two leadership roles with BMO Employee Resource Groups: the BMO Latino Alliance, as a National Board Member & US Communications officer, and the BMO Alliance for Women Chicago Chapter, as the committee lead.
The Thrivefecta podcast is part of...2023-03-3005 min
ThrivefectaJoey Johnson, Managing Director for Florida East at BMO Wealth ManagementOur guest today is a Managing Director with BMO Wealth Management. Her name is Joey Johnson and she oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high-net-worth individuals, families, organizations, and more, throughout Florida East. Joey has over 20 years of experience in the financial services industry. Joey lives in eastern Florida with her husband and their three children. She is active in CrossFit, yoga volleyball, gardening, hiking, and the list goes on.
The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit wealth.bmoharris.com/insi...2023-03-2805 min
ThrivefectaLynne Dorsey, Director at BMO Family OfficeToday’s guest is Lynne Dorsey, a Director of Investment Advisory Services with BMO Family Office. She is a seasoned investment professional who has served as a trusted advisor to clients for over 35 years.
Lynne holds the professional investment designation of Chartered Financial Analyst® from the CFA Institute. She is a member of the Los Angeles Society of Financial Analysts and the CFA Institute. Lynne graduated magna cum laude from the University of Nebraska with a Bachelor of Science degree in agricultural economics. Lynne has served on community and philanthropic boards including Real Medicine Foundation, Museum of Latin...2023-03-2110 min
ThrivefectaJuli Sahlberg, Private Wealth Advisor Director with BMO Private BankOur guest today is Juli Sahlberg. Juli serves as a lead advisor and relationship manager to BMO’s high-net-worth clients in the Salt Lake region. Juli has over 32 years of experience in the financial services industry. She’s active in her community, including helping low-income women and single moms reach their full potential in the workplace. She’s also a mother of seven.
The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit wealth.bmoharris.com/insightsfor the full list of episodes. Find the feed on Spotify, Apple Podcasts, YouTube, or search for BMO Thri...2023-03-1404 minBMO ETFs: Views from the DeskE165 – Positioning for US Dollar Strength in Near TermWith inflation data diverging, odds are growing that monetary policy will follow suit with the Fed forced to continue tightening rates while the Bank of Canada pauses. On today’s episode, portfolio managers Chris McHaney, Alfred Lee and your host Mckenzie Box discuss how to benefit from the expected policy divergence as the greenback strengthens in the near term. They also discuss the Canadian banks’ quarterly results, as well as the outlook for healthcare stocks. Read the episode summary.
Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined by Alfred Lee and Chris McHaney...2023-03-0228 min
ThrivefectaLeslie J. Anderson, Head of Client & Employee Strategy at BMO Wealth ManagementOur guest today is Leslie J. Anderson. Leslie is the head of client and employee strategy at BMO Wealth Management in Chicago. She has more than 30 years of experience in banking, and holds degrees and certifications from Hampton University, Northwestern, and Harvard.
Leslie is an outspoken member of her community, working to help students prepare for college as well as entrepreneurship. Her honors include the 2010 Chicago Defender Woman of Excellence, 2018 and 2019 Black Women of Impact, 2018 Most Notable Women in Commercial Banking, 2012-2019 member of the American Banker Most Powerful Team in Banking, 2020 Savoy Magazine’s M...2023-03-0208 min
ThrivefectaIntroducing Thrivefecta from BMO Wealth ManagementA trailer for our limited-run audio series that is a part of our celebration of Women's History Month, 2023. Each episode is a triple-threat of insight from women thriving in their careers, in finance, and in life. We will be releasing ten episodes throughout the month of March, every Tuesday and Thursday.
Disclosure
“BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered inve...2023-03-0101 minBMO ETFs: Views from the DeskE164 – Canadian CPI Underscores Steady Rate Outlook for CanadaCanadian investors breathed a small sigh of relief following January inflation data that showed a continued cooling in consumer prices. In today’s episode, portfolio managers Chris Heakes, Matt Montemurro and your host, Mckenzie Box discuss the divergence of inflation trends occurring between Canada and the U.S., where price gains continue to run hotter than expected, increasing the likelihood interest rates will need to go higher for longer there. They also dive into the relative performance of real-estate income trusts as well as technology stocks to start the year, and where those sectors go from here.
Mckenzie Box is Di...2023-02-2329 minSustainability LeadersBMO Equity Research on BMO Radicle and the World of Carbon CreditsIn this special episode from BMO’s IN Tune Podcast, we are joined by Doug Morrow, ESG Analyst; Rachel Walsh, Carbon Innovation Analyst; Saj Shapiro, Head, BMO Radicle; and Chelsea Bryant, Managing Director, Trading, BMO Radicle, who discuss the interplay between BMO Radicle, energy transition, and the world of carbon credits.2023-02-2342 minBMO ETFs: Views from the DeskE161 – Investors Believe Fed Likely Close to Finished Hiking RatesThe Fed delivered on an expected rate hike at its latest meeting this week, but in the central bank’s accompanying commentary was far less transparent on where rates go from here. In today’s episode, portfolio managers Chris McHaney, Alfred Lee, and your host, Mark Raes discuss the market reaction to the Fed’s decision, and why investors are perhaps unconvinced that rates will rise much further. They also dive into where food and energy prices could head this year, and suggest ways investors can hedge against these more volatile categories within the consumer price index. Read the episode summary...2023-02-0231 minBMO ETFs: Views from the Desk2023 BMO ETF Investment Outlook: Back to the Old Normal2022 was a challenging time in the markets, which had investors riding the waves of uncertainty. As we enter the new year, are inflation and interest rates trending in the right direction? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the 2023 market outlook, central banks, gold, key risks, and portfolio construction across various asset classes.
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.
BMO ETF P...2023-01-0423 minBMO ETFs: Views from the DeskE157 – Decoding Q4 Canadian Bank EarningsIn this special episode, Sohrab Movahedi, Chris Heakes, and Daniel Stanley dive into fourth quarter results from Canada’s “Big Six,” discussing the state of the economy, dividend increases, OSFI’s decision to raise the domestic stability buffer, the size factor, recent acquisitions, and the changing dynamics in the real estate market.
Daniel Stanley is an ETF Specialist at BMO Global Asset Management. He is joined on the podcast by Chris Heakes, Portfolio Manager and ETF Specialist, BMO Global Asset Management and Sohrab Movahedi, Managing Director, Financials Research, BMO Capital Markets. This episode was recorded on December 19, 2022.
ETFs mentioned in the podc...2022-12-2233 minBMO Equity Research IN TuneBMO Radicle and the World of Carbon CreditsIn this episode of IN Tune, we are joined by Doug Morrow, ESG Analyst; Rachel Walsh, Carbon Innovation Analyst; Saj Shapiro, Head, BMO Radicle; and Chelsea Bryant, Managing Director, Trading, BMO Radicle, discuss the interplay between BMO Radicle, energy transition, and the world of carbon credits. In December 2022, BMO Financial Group completed its acquisition of Radicle, expanding the bank's carbon credit development capabilities and its footprint in the environmental commodity market, and deepening its commitment to help clients understand and assess energy transition risks and opportunities. In 40 minutes we run through the basics of carbon trading and pricing, Radicle’s...2022-12-2141 minBMO ETFs: Views from the DeskE156 - Look to Infrastructure as Hedge Against Recession RiskConsumer prices continued to decelerate in the United States in November, providing investors more relief that central banks are getting inflation under control. In today’s episode, portfolio managers Chris McHaney, Matt Montemurro, and your host, Mark Raes, discuss whether or not high inflation could persist. They also go into the outlook for infrastructure stocks and the fixed-income market next year. Finally, a timely reminder on tax-loss selling ideas as end-of-year deadlines draw near. Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Chris...2022-12-1529 minBMO Equity Research IN TuneBest of BMO | Our Best Mining Ideas for 2023The Best of BMO is our quarterly compilation of our broad macro views, as well as our best stock ideas for the next 12 months. Essentially, it is an equity idea book. In this episode, we are joined by eight of our mining analysts to delve into the details of their Best of BMO stock picks. Joining the podcast are Dave Gagliano, Alex Pearce, Jackie Przybylowski, Brian Quast, Andrew Mikitchook, Rene Cartier, Raj Ray, and Ryan Thompson.BMO clients can view our report, “The Best of BMO Q4/22”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e8264d3e-3c7a...2022-12-0927 minBMO ETFs: Views from the DeskE155 – Investors Rotating to Stocks with Rate Cycle Nearing PeakThe Bank of Canada’s latest trend-setting interest rate hike of half a percentage point marks perhaps its last in the current cycle. In today’s episode, portfolio managers Alfred Lee, Chris Heakes, and your host, McKenzie Box, discuss why the central bank may have hit at least a “pause” on tightening rates further. They also go into the upside for value and dividend stocks as well as near-term institutional bullishness for equities overall. Finally, paths for effective tax-loss selling before the end of the year. Read the episode summary.
McKenzie Box is the Vice President of Product and Strategy at BMO G...2022-12-0824 minBMO ETFs: Views from the DeskE154 – Canadian Banks Put Pandemic Cash Cushions to UseRBC’s blockbuster bid for HSBC, the country’s seventh-largest lender, has capped a wave of Canadian bank M&A. In today’s episode, portfolio managers Vishal Bhatia, Chris McHaney, and your host, McKenzie Box, dive into the growth potential these deals hold for the banks. They also discuss how to position portfolios amid a steepening yield-curve inversion, and possible end to China’s zero-COVID policy. Finally, where to find value among tech’s discounted mega-caps. Read episode summary.
McKenzie Box is Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Vishal Bhat...2022-12-0129 minBMO ETFs: Views from the DeskE153 – Markets on Edge Following FTX ScandalFears of contagion momentarily gripped markets in the wake of FTX’s meltdown and bankruptcy filing. In today’s episode, portfolio managers Winnie Jiang, Chris McHaney, and your host, Mark Raes, explore the potential for future regulation in the crypto and blockchain ecosystem. They also discuss the latest inflation data, currency hedging, and the success of low volatility strategies this year. Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Winnie Jiang and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episo...2022-11-2429 minBMO ETFs: Views from the DeskE152 – Tax-Loss Selling for 2022 Year-EndIn today’s special episode, Kevin Prins, John Waters and Mark Raes talk taxes. After a challenging time in the markets, our experts dive into tax-loss selling strategies to help investors navigate the year’s end. They also discuss the must-know tax rules, the advantages of using ETFs for tax harvesting, and important dates to remember. Read the episode summary.
Kevin Prins is the Managing Director, Head of ETFs and Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by in-house experts John Waters and Mark Raes. John Waters is a Vice President and Director of T...2022-11-1723 minBMO ETFs: Views from the DeskE151 – From ‘Red Wave’ to RippleAs votes are counted in the U.S. midterm elections, Republicans are projected to win the House. In today’s episode, portfolio managers Chris Heakes, Om Karmalkar, and your host, Mark Raes, explore what a divided government could mean for investors. They also discuss opportunities in bond markets, the earnings season, oil, and share buybacks. Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Omanand Karmalkar, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on November 9, 2022.
ET...2022-11-1028 minBMO ETFs: Views from the DeskE148 – Canada’s CPI is Hot Off the PressCanada’s consumer price index eased slightly to 6.9% in September. Will inflation continue to tick down? In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Mckenzie Box, explore the sticky components. They also discuss U.S. banks and higher loan loss provisions, the Bank of England bailout, dividends, and emerging markets. Read the episode summary.
McKenzie Box is Vice President 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 O...2022-10-2031 minSustainability LeadersThe Voluntary Carbon Market: New Report by BMO Equity ResearchIn this special episode from the BMO IN Tune Podcast, our BMO experts discuss the Voluntary Carbon markets, including why they are important, what they are used for, how pricing works, and everything else that is critical for investors to understand.2022-10-1918 minBMO ETFs: Views from the DeskE146 – Tax Loss Selling in 2022In today’s episode, portfolio managers Matt Montemurro, Omanand Karmalkar, and your host, Sa’ad Rana, examine tax loss selling strategies to help crystallize losses and get similar, more tax-efficient exposure. They also discuss Canadian banks, the low volatility factor, reducing risk with a barbell approach, and reinvesting in technology. Read the episode summary.
Sa’ad Rana is a Senior Associate at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Omanand Karmalkar, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 5, 2022.
ETFs mentioned in the podcast:
BMO Ca...2022-10-0625 minBMO ETFs: Views from the DeskE145 – When Inflation Rears Its Head, Cash is KingInflation continues to be the elephant in the room. In today’s episode, portfolio managers Chris McHaney, Matt Montemurro, and your host, Mark Raes, explore ways to stay invested. They also discuss the Energy Sector, currency markets, the dividend factor, and preferred shares. Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 28, 2022.
ETFs mentioned in the podcast:
BMO MSCI EAFE Index ETF (Ticker: ZEA)
BM...2022-09-2930 minBMO ETFs: Views from the DeskQ&A on Central Banks and Interest RatesAs 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.
Erin Allen is the Vice President, ETF Online Distribution, BMO ETFs. She is joined on the podcast by Alfred Lee, Portfolio Manager and Investment Strategist at BMO Global Asset Management.
Related E...2022-09-2611 minBMO ETFs: Views from the DeskE144 – Core Inflation: A Mixed PicturePersistent 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. Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He 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 September 21, 2022.
ETFs mentioned in the...2022-09-2220 minBMO ETFs: Views from the DeskE143 – Markets Take a TumbleFollowing 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. Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The epis...2022-09-1534 minMarkets PlusBMO Equity Research Presents Best of BMO Equity IdeasIn this special episode of BMO’s IN Tune Podcast, our experts discuss The Best of BMO, a quarterly compilation of their broad macro views and leading stock recommendations across all sectors for the next 12 months. 2022-09-1427 minBMO Equity Research IN TuneBest of BMO Equity Ideas, Q322BMO clients can view our report, “Best of BMO Q322” by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e165cee3-dced-46c4-942a-df8e116962ae/Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/DD9845C9-AE86-457A-93FE-7D24B4201212.PDFTo access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/2022-09-0925 minSustainability LeadersDistinguishing Between Impact & Risk in Sustainable Finance - BMO PanelEveryone has different goals regarding impact and risk in ESG integration and sustainable finance products. And it’s important to understand, both from the perspective of investors and issues, what the trade-offs are, according to panelists at the recent BMO Global Reserve and Asset Managers Conference.The panel featured BMO’s Jonathan Hackett, Kathrin Forrest, Vice President of Capital Group Canada, and Dan Novak, Senior Portfolio Manager and ESG Initiatives at Bank of Canada.2022-07-2843 minBMO ETFs: Views from the DeskE132 – The Bear Market Is Here. What's Next?Last week, U.S. inflation numbers came in higher than expected, causing the S&P 500 to officially enter bear market territory. In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Mark Raes, discuss potential catalysts for a stock market rebound, as well as bond yields, low-volatility strategies, fintech, and gold equities.
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Mark Raes is the Head of Product at BMO Global Asset Management. He 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 June 15, 2022.
ET...2022-06-1629 minBMO ETFs: Views from the DeskE129 – Tesla, Elon Musk, and ESG EvaluationInterest rate hikes, the Ontario provincial election, and the stock market’s recent rebound have all been making headlines this week. In today’s episode, portfolio managers Chris McHaney and Matt Montemurro and your host, Mark Raes, round up the latest news and discuss expectations for inflation and further interest rate increases. They also look at provincial bonds, Elon Musk’s comments about ESG evaluation, global infrastructure, and Canadian bank earnings.Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Matt Montemurro, Portfolio Manager...2022-06-0236 minSustainability LeadersKey Takeaways on Ag, Food, Fertilizer & ESG from BMO’s Farm to Market ConferenceThis special episode from BMO’s IN Tune Podcast digs into the core themes from BMO’s 17th annual Farm to Market Conference across the food and agriculture value chain. Listen to what BMO experts Dan Barclay, Bert Powell, Joel Jackson, Ken Zaslow and Doug Morrow had to say.2022-05-2623 minBMO ETFs: Views from the DeskE128 – Weathering the Storm with Low-Vol and Covered CallAs market volatility persists and concerns about a recession grow, how will central banks respond? In today’s episode, Chris Heakes, Alfred Lee, and your host, Mark Raes, discuss ways for investors to manage these uncertainties, including covered call and low-volatility strategies. They also look at the bond market, widening yield spreads, and performance across the cap spectrum.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded liv...2022-05-2625 minBMO Equity Research IN TuneFood, Ag, Fertilizer, and ESG From the Lens of BMO’s Farm to Market ConferenceBMO Capital Markets’ Group Head, Dan Barclay, moderates a discussion on the takeaways from BMO’s 17th Annual Farm to Market Conference across the food and agriculture value chain.Joel Jackson, Chemicals and Fertilizer Analyst, discusses his views on where we are in the ag cycle, the supply constraints on fertilizers, and the impacts of the invasion in Ukraine on his coverage of fertilizer companies.Ken Zaslow, Food and Agribusiness Analyst, takes the listener on a deep dive into how inflation is impacting his covered companies and the sector.Doug Morrow, Head of ESG...2022-05-2521 minBMO ETFs: Views from the DeskE127 – U.S. Inflation and the Fed’s Aggressive StrategyWith U.S. inflation remaining near a 40-year high, is a 75-basis-point interest rate hike a real possibility? In today’s episode, Matt Montemurro, Chris McHaney, and your host, Mark Raes, discuss the Fed’s messaging as well as inflation’s impact on TIPS ETFs, volatility and call writing, oil prices, and the U.S. health care sector.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on...2022-05-1935 minBMO ETFs: Views from the DeskE126 – Market Bottom or Looming Recession?With interest rates rising and high inflation persisting, is a recession inevitable? In today’s episode, Alfred Lee, Chris McHaney, and our host, Kevin Prins, look at some of the cautionary signs. They also discuss whether equity markets have bottomed out, the challenges of trying to time the market, and strategies for investors with a lower risk appetite.
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Kevin Prins is the Managing Director, Head of ETF & Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Man...2022-05-1327 minBMO ETFs: Views from the DeskE126 – Market Bottom or Looming Recession?With interest rates rising and high inflation persisting, is a recession inevitable? In today’s episode, Alfred Lee, Chris McHaney, and our host, Kevin Prins, look at some of the cautionary signs. They also discuss whether equity markets have bottomed out, the challenges of trying to time the market, and strategies for investors with a lower risk appetite.Read the episode summary. Kevin Prins is the Managing Director, Head of ETF & Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Man...2022-05-1227 minBMO ETFs: Views from the DeskE125 – ETF Portfolio Managers’ Insights on Your Allocation QuestionsThis week, we’re opening up the mailbag as our experts answer questions from Advisors and provide updates on several BMO ETFs. Listen in as Chris Heakes, Alfred Lee, and our host, Mark Raes, discuss the use of ETFs as portfolio rebalancing tools, positioning in international equity markets, the REITs sector, and low-volatility ETF strategies.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 4, 2022.
ET...2022-05-0623 minBMO ETFs: Views from the DeskE124 – Elon Musk Buys Twitter. Now What?The purchase of Twitter by Elon Musk has dominated the news cycle, but what will the knock-on effects be for Tesla and the tech sector in general? In today’s episode, Mark Raes, Chris McHaney, and Matt Montemurro discuss that question as well as the flattening interest rate curve, tax-loss harvesting opportunities, Canadian banks, and dividend ETFs.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on...2022-05-0535 minBMO ETFs: Views from the DeskE125 – ETF Portfolio Managers’ Insights on Your Allocation QuestionsThis week, we’re opening up the mailbag as our experts answer questions from Advisors and provide updates on several BMO ETFs. Listen in as Chris Heakes, Alfred Lee, and our host, Mark Raes, discuss the use of ETFs as portfolio rebalancing tools, positioning in international equity markets, the REITs sector, and low-volatility ETF strategies.Read the episode summary.Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 4, 2022.ET...2022-05-0523 minBMO ETFs: Views from the DeskE125 – ETF Mailbag: Your Allocation Questions AnsweredThis week, we’re opening up the mailbag as our experts answer questions from Advisors and provide updates on several BMO ETFs. Listen in as Chris Heakes, Alfred Lee, and our host, Mark Raes, discuss the use of ETFs as portfolio rebalancing tools, positioning in international equity markets, the REITs sector, bond taxation, and low-volatility ETF strategies.Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on...2022-05-0527 minSustainability LeadersFinancing the Transition to Net Zero: EDC and BMO in CollaborationJoin BMO Capital Markets Chief Executive Officer Dan Barclay as he hosts this special podcast discussion with Justine Hendricks, Senior Vice President and Chief Corporate Sustainability Officer at Export Development Canada and BMO’s Jonathan Hackett, Head, Sustainable Finance, on the nature of the challenges and opportunities ahead as their organizations collaborate to help carbon intensive companies finance emissions reductions.2022-05-0225 minBMO ETFs: Views from the DeskQuarterly Portfolio Strategy Q2 2022: Ideas to Offset Inflation and Rising Rate RiskGiven 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.
Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Erika Toth, Director, BMO ETFs.
BMO ETF Portfolio Strategy Report – Q2 2022
BMO ETF Fixed Income St...2022-04-1823 minBMO ETFs: Views from the DeskE122 – Inverted Yield Curve Equals Recession? Maybe Not.This week, the U.S. annual inflation rate reached 8.5%, its highest level in over 40 years. What impact will that have on the bond market? In today’s episode, Mark Raes, Chris McHaney, and Matt Montemurro discuss that question as well as the Nasdaq-100, Russian equities, preferred shares, and gold.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on April 13, 2022.
ETFs mentioned in the podcast:
BMO Long...2022-04-1432 minBMO ETFs: Views from the DeskE121 – Russia-Ukraine and ESG InvestingAs the Russia-Ukraine conflict continues to dominate headlines, ESG investing has also been in the spotlight. In today’s episodes, Mark Raes, Chris Heakes, and Alfred Lee discuss that topic as well as interest rates, long-term bonds, covered call and income strategies, and oil.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on April 6, 2022.
ETFs mentioned in the podcast:
BMO MSCI Global ESG Leaders Index ETF...2022-04-0729 minBMO ETFs: Views from the DeskE119 – The Liberal-NDP Deal and Implications for Canadian BanksThis week, the federal Liberals and NDP announced a confidence-and-supply agreement that will likely keep Justin Trudeau in the Prime Minister’s Office until 2025. In today’s episode, Mark Raes, Chris McHaney, and Chris Heakes discuss implications for Canadian banks, as well as fixed income yields, inflation expectations, emerging markets, and the U.S. healthcare sector.
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Mark Raes is the Head of Product at BMO Global Asset Management. He 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 Marc...2022-03-2431 minBMO Equity Research IN TuneBest of BMO Q1/22The Best of BMO is our quarterly compilation of our broad macro views, as well as our best stock ideas for the next 12 months. Essentially, it is an equity idea book. In this episode, we are joined by six of our analysts to delve into the details of their Best of BMO stock pick. Joining the podcast are Randy Ollenberger, Oil and Gas analyst; Jackie Przybylowski, Metals and Mining analyst; Fadi Chamoun, Transportation analyst; Peter Sklar, Consumer analyst; Tom MacKinnon, Insurance analyst; and Thanos Moschopoulos, Technology analyst.BMO clients can view our report, “Best of BMO Q1/22”, by v...2022-03-1825 minBMO ETFs: Views from the DeskE118 – What Could the S&P 500 ‘Death Cross’ Mean for Your Clients?This week, the S&P 500 experienced a “death cross.” It’s an ominous term, but what does it really mean for equity markets and investors? In today’s episode, Mark Raes, Alfred Lee, and Chris McHaney discuss that topic as well as fixed income volatility, dividend-oriented Canadian companies, covered call strategies, and gold.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He 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 March 16, 2022.
ETFs mentioned in the p...2022-03-1730 minBMO ETFs: Views from the DeskE117 – Megatrends in Infrastructure, Energy, and TechnologyLike it or not, we are living in interesting times… with market volatility, inflation concerns, and geopolitical instability on the minds of every investor. In today’s episode, Mark Raes, Chris McHaney, and Chris Heakes discuss low-volatility strategies, the energy and IT sectors, the impact of interest rate hikes on fixed income, and currency expectations, as well the new collaboration between BMO and Brookfield.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asse...2022-03-1039 minBMO ETFs: Views from the DeskE114 – Potential Market Impact of Geopolitical ConflictThis 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 episode, Mark Raes, Chris McHaney, and Chris Heakes discuss how markets have reacted to historical geopolitical conflicts, examine the consequences of sanctions against Russian debt, look at the oil and gas market, and dive deep into the effects of interest rate hikes on aggregate bonds and equity factor rotation.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Chr...2022-02-2433 minBMO ETFs: Views from the DeskE112 – Evaluating a Steadying MarketRecent 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 the Bank of Canada’s meetings for the rest of 2022. They also look at emerging markets, fixed income performance, and Japan’s unique appeal to asset allocators
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Mark Raes is the Head of Product at BMO Global Asset Management. He 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 Fe...2022-02-1029 minBMO ETFs: Views from the DeskE109 – Gearing Up for HikesThe 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 Montemurro discuss a resetting of interest rate expectations and the resulting market sell-off. Our experts provide fixed income strategies to manage the current environment and discuss the strong performance of Canada’s energy sector.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Ass...2022-01-2033 minBMO Equity Research IN TuneBMO Smarter Investing - What does the economy look like for Canada, the US, and Europe in 2022?This week on IN Tune we are sharing another episode from BMO Smarter Investing, titled "What does the economy look like for Canada, the US, and Europe in 2022?"Interest rates and the global economy in general has been quite volatile since 2020 due to uncertainties of the pandemic. We've seen businesses open back up to the public and life slowly resemble normalcy. Now with the new COVID-19 variant, Omicron, it looks that more uncertainty is on the horizon for 2022. BMO economists Sal Guatieri, Douglas Porter, Jennifer Lee, and special guest Benjamin Reitzes discuss what the economies of Canada...2021-12-2121 minBMO ETFs: Views from the DeskE107 – Positioning Portfolios for 2022As 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, Chris McHaney, and Alfred Lee discuss the economic implications of the latest variant. They also open the hood on a positive 2021 to look at distinct components that fueled strong overall market performance and highlight opportunities for growth in 2022. Our experts also outline MSCI ESG rating strategies and the stabilizing impact of Canadian Banks.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is join...2021-12-1636 minBMO ETFs: Views from the DeskE105 – Balancing Portfolios with Bonds and BanksMarket 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 episode summary.
Kevin Prins is the Head of ETF & Managed Account Distribution at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on December 8, 2021.
ETFs mentioned in the podcast:
· BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
· BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ)
...2021-12-0929 minBMO Equity Research IN TuneBMO Smarter Investing - The Rise of Inflation: Who wins and who gets hurt the mostThis week on IN Tune we are sharing the first episode of a new BMO podcast, BMO Smarter Investing, titled The Rise of Inflation: Who wins and who gets hurt the most.Inflation is at an all-time high right now since the 1990s: Over 6% in the US and over 4% in Canada. BMO economists Douglas Porter and Sal Guatieri discuss what this means for interest rates, who wins and who gets hurt the most from high inflation, and where they believe inflation will be going within the years to come. Visit BMO.com/onlineinvesting for more information and...2021-11-1920 min
BMO Equity Research Metal MattersBMO Special Virtual Event - Commodities and the Circular EconomyIn this special edition podcast, we discuss the key findings from our recent report "Circle in on a Material Opportunity", which focuses on the circular economy. This includes analysis of opportunities and threats to metals markets, how key end sectors such as buildings and white goods could be altered, and other sectors where we see potential opportunities as circular behaviour gains traction.BMO clients can view our report, "Circle In on a Material Opportunity", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e96e0644-24ab-422b-aee9-c4708a242ddc/Episode transcript: https://research-ca.bmocapitalmarkets.com...2021-11-1832 minBMO ETFs: Views from the DeskE100 – Building Sustainable Portfolios: COP26 and ESG SolutionsAll eyes are on Glasgow this week as The UN Climate Change Conference shifts global attention to emission targets. With the environment on their minds Mark Raes, Chris McHaney, and Chris Heakes offer insights into the implications that COP 26 will have on financial markets while providing tools for investors to navigate the ever-evolving energy sector. Our experts also discuss the industry nuances of ESG ratings, investment strategies for snowbirds, and heightened risks in China that may also be creating heightened opportunities.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is joined o...2021-11-0430 minSustainability LeadersDirector of ESG at BMO Talks COP26 & the Changing ESG LandscapeJoin BMO’s Camilla Sutton, MD in Equity Research, and Doug Morrow, Director of ESG at BMO Capital Markets, in this special episode from BMO’s IN Tune Podcast. IN Tune features Equity Research analysts from BMO Capital Markets and explores key emerging themes, trends, and important issues to our institutional clients globally. Listen to our two experts as they take a deep dive into the ESG landscape and equities.2021-10-2723 minBMO Equity Research IN TuneAn Update on BMO Equity Research’s ESG InitiativeIn this episode of our podcast, we reconnect with Doug Morrow, Director, ESG Strategy, and get his view on today’s big ESG themes and an update on the research team’s ESG initiative. We cover the upcoming COP 26 and concerns about greenwashing, and review key findings from some of our latest ESG research, including the GHG intensity of the S&P/TSX 60 companies, as well as the launch of our ESG Tear Sheet product for the Canadian packaging industry.BMO clients can view our reports:"ESG Matters - Assessing the GHG Intensity of S&P/TS...2021-10-0821 minBMO ETFs: Views from the DeskE93 – Election Outcomes: How to Position Your PortfolioWith 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 the potential for a minority government, and what it could mean for positioning the Canadian side of an investment portfolio. Our experts also discuss the prospect of higher US corporate taxes, whether the current volatility is seasonal or cyclical, and how inflation concerns can be eased on both the fixed income and equity sides of the portfolio.
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Kevin Prins is the Head of ETF & Managed...2021-09-2231 minMarkets PlusDes spécialistes de BMO discutent des résultats des élections canadiennesScott Brison, Douglas Porter et Earl Davis, de BMO, ont récemment discuté de l'impact que les résultats de l'élection canadienne pourraient avoir sur la politique nationale, l'économie et les marchés financiers. Écoutez l'épisode complet.2021-09-211h 00Markets PlusBMO Experts Discuss the Canadian Election ResultsBMO’s Scott Brison, Douglas Porter and Earl Davis recently discussed how the results of the Canadian election might impact national policy, the economy and financial markets. Listen to the full episode.2021-09-2159 minBMO ETFs: Views from the DeskE78 – Looking Beyond G7 Taxes with Tech & EM BondsIn 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? In today’s episode, Chris Heakes, Alfred Lee and Mark Raes address the ripple effects across markets, and offer an update on other areas of the market – including emerging market bonds, innovation-themed investing, gold and more. Our experts also debate investing in Canada versus the United States, as they see increased institutional flows to BMO S&P 500 ETF (Ticker: ZSP).
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Mark Raes is the Head...2021-06-1032 minMarkets PlusBMO Auto Market Update: Autos V-eer Around COVID-19Early in the year, the outlook for the global auto industry looked dire. Dealerships were temporarily shuttered and production was halted as the global pandemic caused the shortest and steepest post-war recession on record. Still, vehicle sales have managed to chart a V-shaped recovery. What will 2021 bring? Will vehicle sales continue to stabilize? Will production return to pre-pandemic levels? How will the USMCA impact the industry? Listen as BMO Economist, Erik Johnson, provides an update on the Auto Industry economic market report and discusses key issues affecting the Canadian Auto Industry.2020-12-1553 minMarkets PlusLivre bleu de BMO : Une conversation avec Karine Eid, chef, Services bancaires aux entreprises, région de l’Est, BMOKarine Eid discute de la publication du Livre bleu de BMO, en mettant l’accent sur l’économie canadienne, les petites entreprises et les secteurs clés, alors qu’ils reprennent leurs activités après le confinement engendré par la COVID-19. Le Livre bleu de BMO repose à la fois sur l’expertise des économistes de BMO et sur l’information recueillie au sujet des conjonctures économiques nationales et provinciales fournies par les gens d’affaires locaux aux conseillers des Services bancaires aux entreprises de BMO.2020-07-2218 minMarkets PlusBMO Blue Book: A Discussion with BMO Chief Economist Doug PorterDoug Porter discusses the release of the BMO Blue Book, with a focus on the Canadian economy, key sectors and small businesses as they start to emerge from COVID-19 lockdowns. The BMO Blue Book combines the expertise of BMO's economists with information on current national and provincial business conditions provided to BMO's business bankers by local businesspeople.2020-07-2221 minBMO Equity Research IN TunePrescriptions for Success: Key Insights From BMO's 5th Annual Healthcare ConferenceFive host analysts from BMO’s 5th Annual Prescriptions for Success Healthcare Conference explore their key takeaways related to multiple value drivers across the healthcare industry along with evolving dynamics from COVID-19, which they gleaned from fireside chats and presentations, as well as moderated panels with several thought leaders. This year, the conference was held in a virtual setting, and similar to prior years, it was highlighted by discussions with senior executives from almost 60 leading companies across the pharmaceutical, biotechnology, and healthcare services sectors. The companies spanned the globe and market capitalization spectrum. The conference also featured a keynote di...2020-07-0338 minMarkets PlusBMO Auto Market Update: Starting down the path of recovery from COVID-19BMO Auto Market Update: Starting down the path of recovery from COVID-192020-05-1338 minMarkets PlusBMO brings together experts to discuss Canada’s EDC and BDC relief programsBMO brings together experts to discuss Canada’s EDC and BDC relief programs.2020-04-2442 minMarkets PlusBMO Expert Perspectives: COVID-19 Economic and Social ImpactsBMO Expert Perspectives: COVID-19 Economic and Social Impacts2020-03-3158 minBMO Equity Research IN TuneA BMO COVID-19 Update With Dr. John WhyteThis week’s special podcast highlights insights on coronavirus (COVID-19 virus) shared by Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an institutional conference call originally hosted on March 16, 2020 at 2:00 p.m. ET, moderated by BMO Chief Investment Strategist Brian Belski, along with BMO experts Doug Porter, Chief Economist BMO Financial Group; Michael Stritch, CFA, Chief Investment Officer BMO Wealth Management – US; and Ian Lyngen, CFA, Head of U.S. Rates Strategy BMO Capital Markets; as well as Dr. John Whyte, MD and Chief Medical Officer of WebMD.To access our...2020-03-1817 min
Better conversations. Better outcomes. | Presented by BMO Global Asset Management66 More room to run: A market outlook from the BMO Global Investment ForumLast month, BMO held its annual Global Investment Forum in London, where a group of investment managers, economists and strategists discussed the key topics that will drive the economy and markets in 2019 and beyond. Jon Adams makes his third appearance to the podcast to reveal the drivers of the global economy, as uncovered at this year’s Forum. Find out how artificial intelligence, big data and trade will impact the markets, how the rise of intangibles has redefined valuations and the portfolio implications in the year to come. For full show notes and links mentioned in...2018-10-3133 minBetter conversations. Better outcomes. | Presented by BMO Global Asset Management60 It’s all about the income: Insights from the BMO Credit ForumThe credit forum is an annual event held by BMO’s fixed income teams, where credit analysts from around the globe discuss the current environment and prepare for upcoming challenges and opportunities in the fixed income markets. Janelle Woodward, Daniela Mardarovici and Adam Phillips share their thoughts about the teams recent paper, A bond bear market? Bring it on!We also provide historical context to the fears of a rising rate environment with key talking points for advisors to use with their clients. For full show notes and links mentioned in this episode, visit https://www...2018-08-0831 min