Related Strategy & Insights
Related Trade Ideas & Podcasts
Donald Trump has been elected the 47th U.S. president. In this special episode, ETF Strategist Bipan Rai, and your host, 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. 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 BMO GAM. The episode was recorded live on Thursday, November 7, 2024.
Does a soft-landing scenario remain viable? It depends who’s asking. 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. They also discuss our fourth quarter investment strategy reports and portfolio construction across asset classes. 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 BMO GAM. The episode was recorded live on Wednesday, October 23, 2024.
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. McKenzie Box is Vice President of Product Management and Strategy at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Matt Montemurro, Head, Fixed Income and Equity Index ETFs, Exchange Traded Funds, at BMO GAM. The episode was recorded live on Wednesday, October 9, 2024.
In this special episode, ETF Strategist Bipan Rai, and your host, Erika Toth, delve into the latest ETF industry flows and the top themes shaping markets amid recent bouts of volatility. They also explore several solutions to stay invested and keep calm when the market is not. 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 BMO GAM. The episode was recorded live on Wednesday, August 21, 2024.
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. McKenzie Box is Vice President of Product Management and Strategy at BMO Global Asset Management. She 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 Wednesday, April 24, 2024.
Despite turbulent markets in 2023, the ETF industry continues to thrive, providing Canadian investors with new options for growth. Portfolio manager Alfred Lee and your host, McKenzie Box, take a deep dive into the themes driving demand and the benefits ETFs have to various user types. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee, a Portfolio Manager and ETF Specialist at BMO Global Asset Management. The episode was recorded live on Wednesday, January 17, 2024.
Tools and Performance Updates
Momentum report
List of the performance of all BMO ETFs