As we approach the end of the year, many investors are thinking about tax efficiency within their portfolio. Tax loss selling can have a significant impact on investment strategy and tax planning.   In this special episode, your host Erin Allen, Vice President, ETF Online Distribution, BMO ETFs, joins John Waters, Vice President, Director of Tax Consulting Services, BMO Private Wealth, and Andrew Vachon, Vice President, Product Marketing, BMO Global Asset Management, to dig into this topic...

Donald Trump has been elected the 47th U.S. president. In this special episode, ETF Strategist Bipan Rai, and yournhost, Erika Toth, recap the results and digest the market’s reaction. They also discuss several vital themes to keep an eye on in the months ahead as the new administration takes office. The episode was recorded live on Thursday, November 7, 2024. ETFs: BMO Equal Weight US Banks Index ETF (Ticker: ZBK)       BMO S&P US Small Cap Index ETF (Ticker: ZSML) BMO Aggregate...

In this episode, special guest Paul Riccardella, and your host, Erika Toth, explore the evolution of factor ETFs and delve into all things Quality investing—from the general risk-return profile to the nuts and bolts of MSCI’s methodology, and how the Quality factor holds up in different market environments. BMO MSCI All Country World High Quality Index ETF (ZGQ) BMO MSCI USA High Quality Index ETF (ZUQ) BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ) BMO MSCI EAFE High...

In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, explore the humming U.S. economy, while Canada’s faces turbulence in the home stretch of 2024. BMO US Dividend ETF (ZDY) BMO S&P US Small Cap Index ETF (ZSML) BMO MSCI USA High Quality Index ETF (ZUQ) BMO Low Volatility US Equity ETF (ZLU) BMO Discount Bond Index ETF (ZDB) BMO Aggregate Bond Index ETF (ZAG) BMO Equal Weight Oil & Gas Index ETF (ZEO) BMO Equal Weight Banks Index ETF (ZEB) BMO MSCI...

Might we see a jumbo rate cut from the Bank of Canada in October? In today’s episode, Portfolio Manager Matt Montemurro, and your host, Mckenzie Box, examine rate cut expectations for the rest of 2024. They also delve into China’s aggressive stimulus measures. The episode was recorded live on Wed, Oct 9, 2024.  ETFs: BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Discount Bond Index ETF (Ticker ZDB) BMO Long Federal Bond Index ETF (Ticker: ZFL) BMO Long Provincial Bond Index ETF...

What is currency hedging? And why does it matter? In this special episode, ETF Strategist Bipan Rai, and your host, Zayla Saunders, take a deep dive into currency strategies, answering your most frequently asked questions and providing two simple takeaways to remember. Zayla Saunders is a Senior Associate for Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, at BMO Global Asset Management. The episode was recorded live on...

In its September meeting, the U.S. Federal Reserve cut interest rates for the first time in four years. How did markets react to the much-anticipated decision? ETF Strategist Bipan Rai, and your host, Erika Toth, delve into the non-standard size move—touching on notable developments and key themes to watch.   Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Bipan Rai, Head of ETF Strategy, at...

In this special episode, Sohrab Movahedi, Bipan Rai, and Daniel Stanley take a deep dive into the third quarter earnings from Canada’s Big Six, breaking down recent results and examining five key economic variables. They also discuss what a normalized yield curve environment could mean for banks. Daniel Stanley is the Co-Head of Institutional Sales and Service at BMO Global Asset Management. He is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, at BMO Global...

As 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...

In this episode, ETF Strategist Bipan Rai, and host, Erika Toth, delve into the latest ETF industry flows and the themes shaping markets amid recent bouts of volatility. BMO S&P 500 Index ETF (Ticker: ZSP) BMO S&P 500 Hedged to CAD Index ETF (Ticker: ZUE) BMO NASDAQ 100 Equity Hedged to CAD Index ETF (Ticker: ZQQ)      BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Ultra...

Is the U.S. heading for a recession? In today’s episode, Portfolio Manager Chris Heakes, ETF Strategist Bipan Rai, and your host, Mckenzie Box, examine key economic indicators and historical trends. They also share defensive strategies to add to your investing toolkit.  ETFs mentioned: BMO Short-Term US Treasury Bond Index ETF (Ticker: ZTS) BMO Mid-Term US Treasury Bond Index ETF (Ticker: ZTM) BMO Canadian Dividend ETF (Ticker: ZDV) BMO Equal Weight Utilities Index ETF (Ticker: ZUT) ...

In today’s episode, the team scrutinizes the odds of a September Fed cut and discusses ways to get ahead of falling rates. BMO Gold Bullion ETF (Ticker: ZGLD) BMO Equal Weight Global Gold Index ETF (Ticker: ZGD) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO US Aggregate Bond Index ETF (Ticker: ZUAG) BMO US Equity Buffer Hedged to CAD ETF – October (Ticker: ZOCT) BMO US Equity Buffer Hedged to CAD ETF – July (Ticker: ZJUL) BMO S&P 500 Hedged to CAD Index ETF (Ticker: ZUE) BMO...

Despite several growing risks and ongoing volatility, opportunities persist. In this special episode, BMO Global Asset Management CIO Sadiq Adatia and your host, Mckenzie Box, make a case for global equities. They also discuss the value of an active approach and underscore the importance of asset allocation for long-term performance. ETFs mentioned in the podcast: BMO S&P 500 Index ETF (ticker: ZSP) BMO Global Equity Fund Active ETF Series (Ticker: BGEQ) BMO Global Innovators Fund...

From AI to automation, a global technological transformation is underway. In today’s episode, special guests Cathie Wood, Kevin Prins, and your host, Erika Toth, discuss what it could mean for your investments today—and in the future. They also explore adjacent industries positioned to benefit from disruptive innovation and recent developments from holdings within BMO ARK Innovation ETFs. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management....

There’s no shortage of moving parts or risk factors in today’s environment. In this episode, BMO Senior Economist Jennifer Lee, and your host, Erin Allen, explore the trends to watch as we move forward in 2024—including monetary policy, China’s economy, and the housing market. They also reveal what they believe are the top three risks for do-it-yourself investors. Erin Allen is Vice President of Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Jennifer Lee,...

Are we entering a new Industrial Revolution? In today’s episode, special guest Jeremy Yeung, and your host, Mckenzie Box, dive into the booming world of artificial intelligence—touching on the innovative companies at the forefront of AI development, like Nvidia. They also share insights into the BMO Global Equity Team’s unique investment process and the importance of maintaining an informational advantage.  McKenzie Box is Vice President of Product Management and Strategy at BMO Global Asset...

Looking for a shock absorber for your portfolio? In this deep-dive episode, Portfolio Manager Chris McHaney, and your host, McKenzie Box, share how Buffer ETFs can mitigate losses—helping you stay invested during market uncertainty. ETFs mentioned in the podcast: BMO US Equity Buffer Hedged to CAD ETF – October (Ticker: ZOCT) BMO US Equity Buffer Hedged to CAD ETF – January (Ticker: ZJAN) BMO US Equity Buffer Hedged to CAD ETF – April (Ticker: ZAPR) The Magnificent Seven account for...

In this special episode, Sohrab Movahedi, Chris Heakes, and Daniel Stanley break down the second quarter earnings from Canada’s “Big Six,” recapping the recent results and ongoing challenges. They also discuss loan-loss provisions, central bank policy, and reasons for a more optimistic outlook. Daniel Stanley is the Managing Director and Co-Head of Institutional Distribution at BMO Global Asset Management. He is joined on the podcast by Chris Heakes, Portfolio Manager and ETF Specialist, BMO...

In this deep-dive episode, special guests Paul Riccardella, Richard Ho, and your host, Kevin Prins, provide a careful analysis of factor ETFs—from their early history to how they are constructed. They also discuss MSCI’s unique methodology and several prudent ways to avoid value traps. Kevin Prins is the Managing Director and Head of Distribution for ETFs and Digital Distribution at BMO Global Asset Management. He is joined on the podcast by Paul Riccardella, Executive Director of Client...

As 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...

With the 2024 U.S. presidential election just under six months away, headlines are heating up. In today’s episode, Portfolio Managers Chris Heakes, Matt Montemurro, and your host, Mckenzie Box, explore what the outcome could mean for your investments. They also discuss oil prices, opportunities outside of Canada, and the latest U.S. inflation print. The episode was recorded live on Wednesday, May 15, 2024. ETFs mentioned in the podcast: BMO Money Market Fund ETF Series (Ticker: ZMMK) BMO...

Equities continue to dominate Canadian ETF flows. Hear about this trend and more in today’s episode, as Erika Toth, David Cheng, and your host, Mckenzie Box, dive into the themes shaping markets this spring, including redemptions of HISA ETFs, rate cut expectations, the bounce back of balanced portfolios, and a retirement wave. McKenzie Box is Vice President of Product Management and Strategy at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Erika Toth, a Director of...

The U.S. Federal Reserve made a big announcement—and it’s not about interest rates. In today’s episode, Portfolio Managers Matt Montemurro, Chris McHaney, and your host, Erika Toth, explore changes to the Fed’s Quantitative Tightening, or QT, program. They also discuss results from the earnings season so far, Canadian GDP numbers, and Japan. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro...

The higher-for-longer narrative continues. In today’s episode, Portfolio Managers Matt Montemurro, Omanand Karmalkar, and your host, Mckenzie Box, analyze the rate-cut delays and where central bank policy expectations are diverging. They also discuss the Canadian dollar, oil, longer-duration bonds, and covered call strategies. ETFs mentioned in the podcast: BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZMU) BMO Mid-Term US IG Corporate Bond Index ETF (Ticker: ZIC) BMO...