Shows
In the Money with Amber KanwarHoliday Special: The Stock Pickers Who Delivered This YearWe’re getting festive on this episode of In the Money with Amber Kanwar — and instead of our usual portfolio manager chat, Amber and executive producer Jillian Glickman take a step back to look at what really mattered this year: which stocks worked, which didn’t, and which fund managers actually delivered when it counted.After launching the podcast from scratch just a year ago, the team revisits the show’s biggest moments, from standout interviews and surprise headlines to the stocks and themes that defined the year. They break down the best and worst performers across the show...
2025-12-181h 10In the Money with Amber KanwarCommodities Are on Fire — But What Comes After a Record Year?What if the next big bull market isn’t in tech or AI stocks — but in commodities?On this episode of In the Money with Amber Kanwar, Amber sits down with Hussein Allidina, Head of Commodities at TD Asset Management, for one of the most comprehensive conversations about commodities after an explosive year. Hussein argues that we’re still in the early stages of a multi-year commodity upcycle, driven by chronic underinvestment, rising global demand, and a world that needs far more energy, metals and power infrastructure than we’re currently capable of producing. He explains...
2025-12-1153 minIn the Money with Amber KanwarThe Fed’s Big Move — And Brianne Gardner’s Take on 10 Key StocksThe final Fed decision of 2025 may set the tone for the entire 2026 market — and today on In the Money with Amber Kanwar, portfolio manager Brianne Gardner joins Amber to break down what really matters for investors right now. From earnings strength to sector rotation to how much weight you should put on Powell’s language ahead of a potential Fed chair transition, Brianne lays out her top-down roadmap for the year ahead.She also walks through how she’s positioning client portfolios — why the U.S. still earns the biggest weighting, how her team uses downside-capture targets to prote...
2025-12-0949 minIn the Money with Amber KanwarThe Fed is on a Collision Course: Big 2026 Call from a +$245B Macro ChiefWe’re looking ahead to the crucial Fed decision next week — and the central bank may be on a collision course with the market, with inflation, and possibly with its own incoming leadership.Amber sits down with Dustin Reid, Chief Strategist, Fixed Income at Mackenzie Investments for a wide-ranging and deeply insightful breakdown of what’s about to hit the economy. Reid explains why chaotic Fed communication set the stage for this moment, why the December cut might be the last one for a long time, and what happens if the next Fed chair cuts rates...
2025-12-041h 01In the Money with Amber KanwarInside a Perma-Bull’s Playbook: Barry Schwartz on What Really Drives MarketsLong-term investing, Barry Schwartz reminds us, is a simple math problem that most investors overcomplicate — and as a self-described permabull, he’s here to explain why staying constructive matters even in the years that test you. Amber and the President & CIO of Baskin Wealth Management dig into the final trading month of the year as Barry breaks down why earnings growth powered the 2025 rally, why double-digit profit growth is still ahead, and why one off-trend year never justifies abandoning a sound philosophy. He also opens up about Baskin’s performance, the pressure of chasing the index, and why he still...
2025-12-0255 minIn the Money with Amber KanwarGold at Record Highs, AI Getting Risky and the Fed Eyeing Cuts — What Happens NextGold is hovering near record highs, the market is begging for a rate cut, and AI is reshaping every corner of the economy. But are investors seeing the full picture? Amber sits down with Bipan Rai, Managing Director, Head of ETF & Alternatives Strategy at BMO Global Asset Management for an unfiltered macro conversation at a moment when investors are looking for answers and clarity.Bipan breaks down why markets abruptly priced in an aggressive December Fed cut despite an unclear jobs picture distorted by the U.S. government shutdown. He also explains why political pressure on the F...
2025-11-2744 min
Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#227 | Does Your Wealth Plan Overlook Geopolitics & Inflation Risks? Fix It Today [Financial Literacy, Financial Advisor & Wealth]Are geopolitics and inflation quietly reshaping your portfolio without you realizing it?In this episode, macro expert Bipan Rai breaks down the evolving global environment of 2025–2026 and explains how geopolitics, inflation, and portfolio strategy now intersect in ways investors can’t afford to ignore.By listening, you’ll discover:How rising geopolitical tension can influence supply chains, prices, and investment opportunities.Why inflation’s “higher for longer” reality demands new portfolio strategy thinking.Which asset classes—like alternatives, gold, infrastructure, and AI—may play a bigger role in future positioning.Listen now to learn how to...
2025-11-2723 minIn the Money with Amber KanwarEx–Bridgewater Insider Reveals the Hedge Fund Secret No One Talks AboutIn this episode of In the Money with Amber Kanwar, Amber sits down with Bob Elliott, Co-Founder, CEO & CIO of Unlimited and formerly a member of the Investment Committee at Bridgewater Associates, where he led Ray Dalio’s investment research team. Few people understand hedge funds and macro the way Bob does — and he brings that depth straight into this conversation.Bob explains how Unlimited Funds uses proprietary machine-learning technology to create ETFs that replicate the returns of alternative investments — like hedge funds, all with notably lower fees. Amber digs into how this works, why individual hedge fund m...
2025-11-2555 minIn the Money with Amber KanwarSerenity Now: Navigating 50% Drops in Small-Cap Stocks with Jordan ZinbergIt’s been a rough ride for Canadian small-cap growth stocks, and investors are looking for answers. Jordan Zinberg of Bedford Park Capital is back on In the Money with Amber Kanwar to break down what’s driving the selloff, where the fear is justified, and where the market is simply mispricing good businesses.Zinberg says it’s not just a selloff — it’s a moment where quality is out of style, sentiment is washed out, and solid businesses are being treated like broken ones. He notes small-cap growth stocks, his corner of the market, have been hurt parti...
2025-11-201h 03In the Money with Amber KanwarWe’re in Year 5 of a 15-Year Energy Boom: Canada’s Biggest Energy InvestorThis week on In the Money with Amber Kanwar, Canoe Financial’s David Szybunka makes a bold call: we’re only in year 5 of a 15-year bull market for energy. David explains why the last three years were just a “digestive phase,” why energy stocks are quietly outperforming even with $60 oil, and why he sees the cycle shifting from disbelief to the early stages of optimism. He breaks down the flows, the fundamentals, and the global capital piling back into Canadian energy—from private equity to pension funds to supermajors—regardless of the prevailing political narrative. The message is clear: scarc...
2025-11-181h 00In the Money with Amber KanwarAre We Seeing the First Cracks in the AI Trade?AI has driven tech stocks to new heights — but are we starting to see cracks in the story? Amber Kanwar sits down with Shane Obata of Middlefield to find out whether the AI trade is running out of steam or just gearing up for its next phase. From Nvidia’s dominance to rising capital costs across the sector, Shane explains where investors should stay cautious and where the next wave of profits could come from — and why, in this market, all roads still lead to OpenAI.In the Mailbag, Shane weighs in on AMD (AMD) and it...
2025-11-1358 min
BMO Smarter Investing50 - Special Edition: Simplify Your Portfolio with Asset Allocation ETFsFor this BMO Special Edition, join BMO Global Asset Management’s Erin Allen, Director of Online Distribution and Kevin Prins, Managing Director, Head of ETFs and Digital Distribution, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned investors. To explore the lineup of BMO ETFs discussed in this episode, visit www.bmoetfs.com. Ready to get started? Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.
2025-09-2215 min
The Beavis Wealth PodcastBank of Canada Goes Big (again)🤗 Join over 175,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon
In this episode, I'llunpack the Bank of Canada’s decision to cut its key interest rate by another 50 basis points, marking a cumulative 175-point reduction. Learn why these moves were made, their immediate effects on Canadians, and the broader risks and opportunities they present for the economy.
Also in this episode:🛢 U.S. Inflation: November inflation nudges upward to 2.7%. Energy prices decline but food and shelter costs see notable rises, keeping economic pressures in play.🏠 Canadian Rent Trends: Rents drop to a 15...
2024-12-1213 minThe Beavis Wealth PodcastLatest Canada Jobs Release (We're at a Crossroads)🤗 Join over 175,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon
In this episode, we look at the the November Labour Force Survey. Canada added 51,000 jobs, but unemployment hit 6.8%, the highest since 2017 (excluding the pandemic). What’s behind these mixed signals?
Also in this episode:
🎯 Bank of Canada debates interest-rate cuts: Inflation steadies, but unemployment rises—sparking talks of a 50-basis-point cut amid risks of a weakening loonie.
💰 Bank bonuses surge 12%: Some firms shine with big payouts, while others face challenges. Legal troubles shadow Canadian Western Bank's delayed earnings.
2024-12-1009 minThe Beavis Wealth PodcastOur Sad Canadian Dollar 💲 (Policy and Politics are Having an Impact)🤗 Join over 175,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon
In this episode, we dive into the recent struggles of the Canadian dollar, which has seen four straight weeks of declines. We look at why the Bank of Canada’s rate cuts are playing a major role and discuss how upcoming U.S. elections could create more uncertainty for Canada’s economy.
Also in this episode:🛑 Canada’s immigration cuts could impact economic growth and lead to slower GDP, potentially affecting labor markets and housing costs.📝 Tenants across Canada face libel suits...
2024-10-2911 minThe Beavis Wealth PodcastBiggest Rate Cut of 2024 (Here's What You Can Expect)🤗 Join over 150,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon
In this episode, the Bank of Canada has made a major move by cutting its policy rate by 50 basis points, bringing it to 3¾%. We discuss why this decision was made, the economic factors at play, and what it could mean for Canada's economic future, including the possibility of more rate cuts ahead.
Also in this episode:
🍽 Starbucks faces its third consecutive sales drop, prompting a new strategy, while McDonald’s deals with an E. coli outbreak linked to its Quarter Pou...
2024-10-2411 minThe Beavis Wealth PodcastCan TD's New CEO Fix Their $Billion++ Troubles? (I Hope So)🤗 Join over 150,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon
In this episode, TD Bank names Raymond Chun as its new CEO amid a $3-4 billion scandal related to anti-money-laundering issues in the U.S. With CEO Bharat Masrani stepping down, all eyes are on Chun to resolve the bank's U.S. regulatory challenges and lead its recovery.
Also in this episode:
🗣️ The Federal Reserve’s recent rate cut could be a warning sign for the U.S. economy, as past cuts have often preceded recessions.
🏡 The Canadian housin...
2024-09-2412 minThe Beavis Wealth PodcastDIY Investor's Guide: 5 Key Tips for Success📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/
If you're a DIY investor looking to enhance your investment strategies and boost your returns, you're in the right place. In this video, we dive into the top 5 must-know tips that will help you navigate the market with confidence and success.
📈 Key Points Covered:1. Diversification: Learn how to spread your investments across various asset classes, sectors, and regions to minimize risk and maximize returns.2. Understanding Your Risk Tolerance: Discover how to assess your willingness and ability to bear risk to make...
2024-08-1621 minThe Beavis Wealth PodcastStock Plunge Smacks Down Cocky Know-It-Alls🤗 Join over 150,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon
As headlines scream about the Dow dropping and global stock markets plunging, it's a perfect moment to discuss the five crucial lessons market corrections teach all investors. Corrections are an inevitable part of investing, and understanding them is key to becoming a successful investor. This video explores the importance of patience, emotional discipline, diversification, understanding valuations, and the humility required to learn from mistakes.
Whether you're a seasoned investor or just starting, this video will provide you with valuable insights to na...
2024-08-0611 minThe Beavis Wealth PodcastMarket Rebound: S&P, Dow, and Nasdaq Rally After Recent Decline; TSX Falls🤗 Join over 150,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon
In this episode, we look into the market settling down following a few very rough days. The S&P 500, Dow, and Nasdaq show strong gains, driven by strong earnings reports from major companies like Kenvue and Uber. Meanwhile, Japan’s Nikkei 225 recovers. The TSX is down after being closed yesterday. Analysts remain cautious amid ongoing economic concerns.
Also in this episode:
🧑⚖️ A US federal judge rules that Google violated antitrust laws, potentially reshaping the tech landscape.
📉 The Bank of Canada is e...
2024-08-0612 minThe Beavis Wealth Podcast20 Essential Slang Terms Every Beginner Investor Must Know🤗 Join over 150,000+ DIY Investors on the Blossom app (FREE) ➤ https://getblossom.page.link/brandon
Are you new to the world of investing and feeling overwhelmed by all the jargon? In this video, we'll break down 20 essential slang terms that every beginner investor needs to know.
From understanding what a bear market is to recognizing the importance of blue-chip stocks, this video will provide you with the knowledge and confidence to navigate the investment landscape like a pro. We'll cover crucial terms such as bull market, day trading, dividends, ETFs, and more. By the end of this...
2024-08-0218 minThe Beavis Wealth PodcastDon't Get Burned: The Truth About Buying the Dip📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/
In this episode, we dive into why you should be cautious about automatically buying the dip. While it might seem like a great opportunity, underlying company issues, sector-wide problems, and broader economic concerns can turn this strategy into a costly mistake.
🛑 Understand how poor earnings, leadership changes, and debt levels can indicate deeper issues within a company.📉 Learn about sector-wide problems and how they can impact stock performance, using examples like coal and retail industries.🌍 Explore how broader economic conce...
2024-07-2617 minThe Beavis Wealth PodcastBank of Canada Cuts Rates to 4.5% - What It Means📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/
In this episode, the Bank of Canada reduces its benchmark interest rate to 4.5% amid shifting economic priorities. Governor Tiff Macklem discusses future rate cuts as inflation nears the 2% target. We examine the implications for homeowners and the overall economic outlook.
Also in this episode:
💼 The MNP Consumer Debt Index reveals financial strain despite recent rate cuts, with many Canadians struggling to make ends meet.
🛒 Canada introduces a new grocery code of conduct to address tensions between retailers and supplie...
2024-07-2510 minThe Beavis Wealth PodcastMajor Overhaul at RBC: Leadership Shake-Up and Strategic Shifts📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/
In this episode, we look at Royal Bank's announcement of a major reorganization, splitting its largest division and shifting key leaders.
Also in this episode:
📰 U.S. inflation continues to slow, raising potential for Federal Reserve rate cuts.💳 Costco announces its first membership fee hike since 2017, impacting millions of members in the U.S. and Canada.
Thank you to BMO ETF's for their support of this video.Learn More: https://www.bmoetfs.com-----------
Cours...
2024-07-1208 minThe Beavis Wealth PodcastConsumer and Business Insolvencies Up Again in Canada: What's Behind the Numbers?📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/
In this episode, we discuss the rise in Canadian insolvencies, driven by high inflation and interest rates. Consumer insolvencies have increased by 3.4% since April and 11.3% since last year, while business insolvencies are up 41.7% from last year. The construction sector saw a sharp rise in business failures, highlighting the ongoing financial strain.
Also in this episode:🛒 Changes in how Canada measures inflation, with a higher weight on food costs.💹 Canada's inflation rate unexpectedly rises to 2.9% in May, impacting rate cut expectation...
2024-07-1010 minThe Beavis Wealth PodcastGDP Growth Falls Short - Will This Tip BoC Rate Decision?📥 Subscribe to the Pulse Newsletter for Weekly Market News (FREE) ➤ https://thepulse.beaviswealth.com/
In this episode, Canada's GDP growth misses expectations, prompting potential interest rate cuts by the Bank of Canada. The economy grew at an annual rate of 1.7% in the first quarter, below the forecasted 2.2%, with fourth-quarter growth also revised down. This crucial GDP report influences the Bank’s imminent interest rate decision.
Also in this episode:
🛏️ Lower rates might spark a surge in the Canadian housing market, but affordability challenges remain.
⛽ Algorithmic collusion is leading to higher prices at the gas pum...
2024-06-0413 min
ETF Market InsightsListen to Views from the DeskThank you for supporting the “ETF Market Insights” podcast. While our 15th episode was our last on this channel, you can continue to hear from the team on “Views from the Desk,” a weekly series where we provide the latest investment news and expert commentary on the markets, the economy and investing. Follow the link in the episode notes or find us on your preferred podcast platform.
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Disclosures:
The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. Th...
2023-12-0800 minETF Market InsightsE15 – BMO 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 and Alfred Lee discuss 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. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and Investment Strategist at BMO Global Asset Management.
Q4 Portfolio Positioning
Q4 Fixed Income Strategy
Related ETFs:
BMO Discount Bond Index E...
2023-10-2313 minThe Beavis Wealth PodcastBuilding a BMO ETF Portfolio for Millennials/Gen Z vs Retirees📈📚 Join The Investing Academy ➤ https://bit.ly/theinvestingacademy
Thank you to BMO ETFs for sponsoring this content. #BMOETFs #BMOGAM #ETFs #Investing
Today we'll be building a portfolio for Millennials/Gen Z's vs Retirees!
ETF solutions from an ETF expert. Learn more at https://bmoetfs.com
BMO ETF Centre: http://www.bmoetfs.com/?utm_medium=Video&utm_source=YouTube%20July%202023&utm_campaign=F23_Direct_ETF&utm_content=BrandonBeavis_BMOETFETF Market Insights: http://www.etfmarketinsights.com/?utm_medium=Video&utm_source=YouTube%20July%202023&utm_campaign=F23_Direct_ETF&utm_content=BrandonBeavis_BMOETF...
2023-08-0132 minETF Market InsightsE14 – BMO 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 minETF Market InsightsE13 – BMO 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 min
Insight is Capital™ PodcastErika Toth - ETFs, Credentials, Strategies & Advisory Tools: Level Up Your CompetitivenessErika Toth shares her first hand perspective about the work she's doing with advisors to assist them into the realm of top shelf wealth management. This was a comprehensive talk about the trends shaping the wealth management business, the evolution investment advisors have undertaken to become Fee-based, to earn PM designations, and to level up and grow their business, to go toe-to-toe with ICPMs (Investment Counsel PMs).What's driving this massive change, this levelling of the playing field?Erika Toth is the director of Institutional and Advisory for Eastern Canada at BMO ETFs. She has...
2023-01-2355 minETF Market InsightsE12 – 2023 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.
Related ETFs:
B...
2023-01-0423 minETF Market InsightsE11 – Central Banks Update and Outlook for 2023In its final policy decision of the year, the U.S. Federal Reserve announced a half-point hike, raising interest rates to the highest level in 15 years. How long will rates remain elevated? And when will inflation get under control? In this episode, McKenzie Box and Alfred Lee discuss the central banks’ latest moves and how investors can prepare for the “old normal.” They also explore the 2023 outlook—and what it could mean for investment portfolios.
McKenzie Box is the Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee, a Director...
2022-12-2116 minETF Market InsightsE10 – Tax Loss HarvestingIn this session where we are going to be reviewing tax loss selling - also known as tax loss harvesting. A strategy that can help you lower your tax bill, and we’re going to look at how ETFs are effective tools to use when executing a tax loss selling strategy.
Disclosures:
The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or...
2022-11-1020 minETF Market InsightsE09 – Quarterly Portfolio Strategy Q4 2022: The Fed in the Driver’s SeatAs hikes slowly work their way into the financial system, higher rates continue to be a primary market concern. How can investors combat these persistent challenges? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the fight against inflation, the Bank of England bailout, the future of the 60/40 portfolio model, and sector opportunities.
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 Portfolio Strategy R...
2022-11-0420 minETF Market InsightsE08 – Q&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 minETF Market InsightsE07 – Quarterly Portfolio Strategy Q3 2022: Is the Quest to Tamp Down Inflation Succeeding?After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including current views on inflation’s trajectory, portfolio construction across various asset classes, real yields, structural supply issues, and strategies for protecting against falling equities.
Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Ma...
2022-07-2524 minETF Market InsightsE06 - Quarterly 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...
2022-04-1923 minETF Market InsightsE05 – Protecting Against Rising Rates with ZBIThe new BMO Canadian Bank Income Index ETF (Ticker: ZBI) is an innovation in fixed income, but how does it fit into a portfolio? In this episode, Alfred Lee and Rob Butler dive deep into the benefits of fixed income ETFs, the process behind creating ZBI and the objectives in crafting its investment exposure, the three components that make up ZBI, and expectations for the future.
Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Rob Butler, Director, BMO ETFs at BMO Global Asset Management.
Related ETFs:
BMO...
2022-03-2124 minETF Market InsightsE04 - Market Outlook for 20222021 was a strong year for markets and a record year for ETFs. But what’s the outlook for 2022? In this episode, Danielle Neziol and Mark Raes discuss hot topics including responsible investing, inflation, and the recent rotation towards the banking and energy sectors. Listen as our experts examine BMO ETFs that offer investors a chance to access—or hedge against—these big trends.
Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Mark Raes, Head of Product ETFs and Mutual Funds, BMO Global Asset Management.
Read the summary.
Related ETFs:
· BMO MSCI USA ESG L...
2022-02-0516 minETF Market InsightsE03 – Top 5 Picks to Park Your GreenbacksCanadian residents who are non-U.S. citizens may be surprised to know that US dollar currency conversion costs and U.S. estate tax liability may apply to them. But how can you protect your valued greenbacks? In this episode, Danielle Neziol and Chris Heakes discuss how investing in Canadian-listed, US-dollar-traded ETFs offers defensive exposure and portfolio diversification, and provides options to generate income and growth.
Danielle Neziol is Vice President, ETF Online Distribution at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, ETF Strategist and Portfolio Manager, BMO Global Asset Management.
Read the summary.
Listen...
2021-12-0611 minETF Market InsightsE02 – Why a “Low Volatility” Strategy Works Over TimeProtecting your portfolios is important – but so is capturing growth. When markets enter a volatile period, how should investors balance the risk-reward tradeoff? In this episode, Danielle Neziol and Chris Heakes discuss an innovative factor-based strategy known as Low Volatility that only invests in companies with low beta values. Listen in as our experts look under the hood of BMO’s custom suite of low volatility ETFs, and see which investment product is right for you.
Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, ETF Strategist and Portfolio Mana...
2021-11-0115 minETF Market InsightsE01 – How ZPAY Earns Yield from Market VolatilityWhat should you do when the stock market goes haywire? Do you wait out the turmoil, or do you sit on the sidelines until it’s over? It’s a trick question, really. Professional investors know that options strategies can split the difference, collecting steady income AND stopping your losses if the markets do eventually plummet. However, what most investors don’t know is that you can get this advanced strategy in a single tool – the BMO Premium Yield ETF (ZPAY). Listen in as host Danielle Neziol and ETF expert Chris McHaney discuss this strategy, and how it can help you “get...
2021-09-2017 min