Stratégie et perspectives connexes
Options d’achat et de vente couvertes
Revenu amélioré grâce à la vente d’options d’achat couvertes
Ces derniers temps, on a beaucoup parlé sur les marchés de l’« exception américaine », et à raison. Au cours des deux dernières années, l’indice de référence S&P 500 a augmenté d’au moins 25 %. D’ailleurs, depuis la fin de 2018, il a progressé de près de 160 % et enregistré un rendement annuel moyen de 18,6 %. Sans manquer de respect aux autres grands marchés développés, il n’y a qu’aux États-Unis qu’un investisseur pouvait espérer humer de tels chiffres.
Idées d’opérations et balados connexes
In this episode, special guest Sohrab Movahedi, ETF Strategist Bipan Rai, and your host, Skye Collyer, take a deep dive into Canada’s Big Six banks, from first-quarter earnings results to Trump’s tariffs and all the key themes in between. 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 Monday, March 10, 2025.
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.
Is the coast all clear for another banner year for U.S. assets? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, explore several reasons to consider reorienting exposure. They also discuss important themes to watch in 2025. 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, January 15, 2025.
The Canadian ETF industry ended 2024 with a bang — shattering several records. In this episode, Portfolio Manager Matt Montemurro, ETF Strategist Bipan Rai, and your host, Skye Collyer, delve into the trends driving growth and which ETFs dominated flows. 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 GAM, and Matt Montemurro, Head of Fixed Income and Equity Index ETFs at BMO GAM. The episode was recorded live on Wednesday, January 8, 2025.
Le segment canadien des FNB continue de se développer. Selon les estimations publiées jusqu’à la fin de novembre de l’an dernier, la valeur des actifs sous gestion dans les FNB dépassait alors 565 milliards de dollars1. Cela représente une hausse importante par rapport à l’année précédente (380 milliards de dollars) et témoigne de la popularité croissante des FNB en tant qu’outil de placement.
Lorsqu’ils entendent l’expression « exceptionnalisme américain », les premières images qui viennent à l’esprit de certains investisseurs sont peut-être celles d’un certain président élu et de son penchant pour le chauvinisme. Mais l’utilisation de cette expression hors des États-Unis s’est intensifiée ces derniers temps, surtout au sujet des marchés.
Outils et le point sur le rendement
List of the performance of all BMO ETFs