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Trade Ideas
BMO ETFs presents our top 6 picks yielding 6% or more for investors who are looking for ideas to enhance the level of yield in their portfolios.
The Canadian ETF industry continues to expand – with estimates up to the end of November of last year suggesting assets under management in ETFs were now just above $565 billion.1 That represents a substantial increase over the prior year ($380 billion) and speaks to the growing popularity of ETFs as an investment tool.
When one hears the term ‘American exceptionalism’, for some investors, the first images that come to mind are perhaps that of a certain President-elect and his inclinations towards jingoism. But the usage of the term outside of the U.S. has intensified of late, particularly when it comes to markets.
By now, it’s well understood that an economic chasm has opened up between the U.S. and Canada. We can see this from incoming data and the corresponding divergence in speeds with which central banks are moving policy rates back to neutral, which is to say, for the Federal Reserve (Fed) is slower and the for Bank of Canada (BoC), faster. The rationale for why this gulf has developed is a topic for a different note. Instead, for investors, what is important is to understand how much of this theme is priced in.
Recent Podcasts
What are ETF flows telling us? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, pour over the latest industry data and provide detailed insights on how to navigate choppy markets. 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, BMO GAM. The episode was recorded live on Thursday, March 6, 2025.
Trump’s tariffs are coming — the question is: when? In this episode, ETF Strategist Bipan Rai, and your host, Zayla Saunders, discuss key dates and the potential real-world implications of a prolonged trade war. 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, BMO Global Asset Management. The episode was recorded live on Wednesday, February 26, 2025.
What are the sectoral flows into and out of the Global Industry Classification Standards, or GICS, telling us? In this episode, special guest Michael Arone, ETF Strategist Bipan Rai, and your host, Erika Toth, delve into the leaders and laggards. They also look back at historical trends and ahead for potential opportunities.
As the world reacts to Trump’s tariffs, questions mount over the far-reaching implications. In this episode, ETF Strategist Bipan Rai, Portfolio Manager Jeremy Yeung, and your host, Michelle Allen, explore what this could mean for the domestic economy, global supply chains, and the Technology sector. Michelle Allen is a Senior Associate of Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Bipan Rai, the Head of ETF Strategy at BMO Global Asset Management (BMO GAM), and Jeremy Yeung, a Portfolio Manager (Technology and Communications), Global Equity, at BMO GAM. The episode was recorded live on Monday, February 3, 2025, at 11:00 AM, before Trump and Trudeau confirmed a 30-day moratorium on tariffs.
