TSX ETF Investor Centre
10 ETF Innovations Impacting Portfolios Today
The ETF industry has seen significant innovation helping investors build better portfolios. Read Kevin Prins' blog post to find out more!
Investing In Artificial Intelligence (A.I.)
AI breakthroughs have the potential to massively improve profitability for companies but how do they impact your portfolio?
Money Market And Short-Term Fixed Income
A “great migration to cash” has been triggered by the flurry of inflows into fixed income and cash alternatives. After years of being a forgotten segment of the market, how and why are they the leading asset gatherer?
Low Volatility Investing – Benefitting From Alternative Weighting
Many investors look to equities for the growth component of portfolios, but low volatility investing achieves similar benefits while mitigating inherent risk.
BMO ETF Portfolio Strategy Report (Q3 2023)
In this report: data steers the ship, things to keep an eye on, stats and portfolio holdings, and portfolio characteristics. All prices, returns and portfolio weights are as of market close on June 30, 2023, unless otherwise indicated.
Covered Call Strategy Vs. Traditional Income Investments
There are many ways to earn income from investments, but a covered call strategy creates a dual stream of income which can benefit many investors.
4 Reasons to Own U.S. Preferred Shares Now
U.S. preferred shares sold off in Q1 2023 amid investor nervousness about deposit liquidity concerns at several U.S. regional banks (Silicon Valley Bank, Signature Bank, First Republic Bank) and Credit Suisse, a major Swiss bank. While well-capitalized by regulatory standards, these banks were unable to meet liquidity demands related to a classic run-on-the-bank, and regulators brokered a forced sale of these institutions to stronger banks.
For U.S. bank depositors, unrealized losses in investment and loan portfolios was the primary concern that led to deposit flight. These unrealized losses were almost entirely due to higher interest rates reducing the prices of U.S. Treasuries and related securities that make up the bulk of banks’ investment portfolios. The more severe asset-liability mismatches have been bank-specific and, in our view, do not represent a threat to the overall 5,000-member global banking system.
Q2 2023 earnings, reported in July, showed that earnings were in line with analyst expectations. Capital ratios remained strong and regional banks especially have generally been successful in attracting or retaining deposits. Non-interest-bearing deposits are down, in most cases replaced by more expensive interest bearing deposits, a more costly source of bank funding. Investors were generally reassured by Q2 results and U.S. bank stocks staged a minor rally after earnings season.
Tax Loss Harvesting Using ETFs
Watch as Hail Yang from Blackrock explains what tax loss harvesting is and how ETFs can help.
What is the difference between Hedged and Unhedged ETFs?
In this video, Hail Yang from Black Rock explains the difference between hedged and unhedged ETFs.
What are Investment Fund Categories?
Listen as John Krisko, Manager of Analytics and Data at Fundata Canada, explains what investment fund categories are.
What is an Index?
In this video, Paul Bowes, Country Head at FTSE Russell, explains what an index is.
What are the Risks of Investing in ETFs?
Listen as Darim Abdullah, Vice President of ETF Strategy at Invesco, discusses some of the risks of investing in ETFs.
Using ETFs For International Investing
As an investor, diversification is crucial to reducing risk and achieving long-term growth. International investing is a great way to diversify your portfolio, but it can be challenging for Canadians to navigate the complex world of foreign stocks and currencies. One solution is to use exchange-traded funds (ETFs) for international investing.
ETF Fees: What You Need To Know Before Investing
Investing in Exchange-Traded Funds (ETFs) can be a smart move for many investors, but it’s crucial to have a clear understanding of the costs and fees associated with these investment vehicles. In this blog post, we will decode the various expenses and provide valuable insights to help you make informed decisions.
Fixed Income - Advanced Portfolio Construction Techniques
In this video, Matt Montemurro, Director & Fixed Income Portfolio Manager with BMO ETFs, dives into Fixed Income ETFs, covering how they have evolved and how they can be used in portfolio construction. We will discuss some ways to manage interest rate and inflation risks in your fixed income portfolio and a look at the current market environment. We also discuss the key indicators to watch when it comes to positioning in fixed income.
Learn more about BMO ETFs: bmogam.com/ca-en/advisors/investment-solutions/etf-centre/.
Read the ETF Market Insights blog: etfmarketinsights.com/blog.
Visit our website: etfmarketinsights.com
Navigating the Markets with Larry Berman
BMO ETFs are joined by special guest Larry Berman, host of BNN’s Berman’s Call and CIO of ETF Capital Management. They will discuss the current market outlook, and how Larry is positioning his portfolios given the risks impacting today’s markets.
ETF Market Insights is a weekly 30-minute series created by BMO ETFs.
Learn more about BMO ETFs: bmogam.com/ca-en/advisors/investment-solutions/etf-centre/.
Read the ETF Market Insights blog: etfmarketinsights.com/blog.
Visit our website: etfmarketinsights.com
Decoding Q2 Canadian Bank Earnings
Decoding Q2 Canadian Bank Earnings
Learn more about BMO ETFs: bmogam.com/ca-en/advisors/investment-solutions/etf-centre/.
Read the ETF Market Insights blog: etfmarketinsights.com/blog.
Visit our website: etfmarketinsights.com
Mastering Your Finances To Build Wealth
In this video, BMO ETFs discusses financial wellness, and the habits that will help you successfully build wealth. Fred Masters, Author of Lessons on Mastering Money and Kornel Szrejber, Host of the Build Wealth Canada Podcast share insights and personal experiences in an engaging discussion that highlights the importance of financial literacy and tools you can leverage in your own investment journey.
SPIVA | S&P Dow Jones Indices (spglobal.com)
ETF Market Insights is a weekly 30-minute series created by BMO ETFs.
Learn more about BMO ETFs: bmogam.com/ca-en/advisors/investment-solutions/etf-centre/.
Read the ETF Market Insights blog: etfmarketinsights.com/blog.
Visit our website: etfmarketinsights.com
Low Volatility ETFs
Are you tired of the market ups and downs? Are you looking for a smoother, more stable approach to investing in the stock market? Discover the world of low volatility ETFs and explore the benefits for investors. BMO ETFs’ experts will provide you with the tools and knowledge you need to make informed investment decisions and the key considerations for low volatility ETF investing.
ETF Market Insights is a weekly 30-minute series created by BMO ETFs.
Learn more about BMO ETFs: bmogam.com/ca-en/advisors/investment-solutions/etf-centre/.
Read the ETF Market Insights blog: etfmarketinsights.com/blog.
Visit our website: etfmarketinsights.com
Spring Into ETFs Investing 2023 — Part 3 & 4
It seems we’ve waved goodbye to the days of low volatility with market volatility remaining at elevated levels since the pandemic. Find out how you can manage this volatility using ETFs in your portfolio and smoothen the ride. We will look at how Factors perform in different markets, and other strategies to implement in order to lower the impact of market swings on your portfolio.
Investors often turn to cash during challenging market environments but there are important considerations and risks investors should take when considering a move to cash. Learn about the different places you can park your cash and the current outlook for the fixed income environment.