ZBI - BMO Canadian Bank Income Index ETF

Turn volatility into cash flow with our top 6 picks yielding 6% or more, for investors seeking to reduce volatility relative to broad markets while enhancing the level of yield in their portfolios.

How are today’s hot-button issues impacting markets? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, share more on their cautiously optimistic outlook and provide a first quarter update on portfolio positioning.

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.

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.

In this special episode, Sohrab Movahedi, Bipan Rai, and Skye Collyer take a deep dive into Canada’s Big Six, from recent earnings results and valuations to the U.S. political landscape and expectations for 2025. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, at BMO Global Asset Management, and Sohrab Movahedi, Managing Director of Financials Research at BMO Capital Markets. This episode was recorded on Thursday, December 12, 2024.

After another 50-basis point rate cut, the market is weighing where the Bank of Canada’s rate path goes from here. While the latest inflation print south of the border may complicate that trajectory. BMO Portfolio Manager Matt Montemurro, Head of Fixed Income and Equity Index ETFs joins Bipan Rai, Managing Director, BMO ETFs Strategist, and your host Erika Toth, Director for BMO ETFs, Eastern Canada, to discuss how investors can play the central bank’s direction on monetary policy. This episode was recorded live on December 11, 2024.