ETF Fees: What You Need To Know Before Investing
ETF Insights ETF Insights

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.

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Fixed Income - Advanced Portfolio Construction Techniques
ETF Insights ETF Insights

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

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Navigating the Markets with Larry Berman
ETF Insights ETF Insights

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

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Mastering Your Finances To Build Wealth
ETF Insights ETF Insights

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

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Low Volatility ETFs
ETF Insights ETF Insights

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

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Spring Into ETFs Investing 2023 — Part 3 & 4
ETF Insights ETF Insights

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.

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Spring Into ETFs Investing 2023 — Part 1 & 2
ETF Insights ETF Insights

Spring Into ETFs Investing 2023 — Part 1 & 2

The Core-Satellite approach to investing has the potential to enhance risk-adjusted returns in your portfolio by incorporating asset classes that are less correlated with the broad markets offering better diversification. Find out how you can harness opportunities in niche markets to strengthen your portfolio with this best of both-worlds strategy using ETFs.

Index based investing, or passive investing, has grown rapidly as investors recognize the benefits of a low-cost option to gain investment exposure to a wide variety of market benchmarks. Find out how active versus passive investing styles have performed overtime as we review SPIVAs latest findings. Discover how index ETFs are not all created equal, and important considerations for investors when looking to adopt this approach.

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Choosing the Right Covered Call Strategy
ETF Insights Don Hauka, Market One Media ETF Insights Don Hauka, Market One Media

Choosing the Right Covered Call Strategy

Covered call funds have become popular in recent years as investors look for higher yielding investment strategies to add to their portfolios. A covered call option strategy involves investing in a portfolio of stocks and then selling call options on the same stocks that are held in the portfolio. This strategy allows a fund to generate additional income from the premiums received when selling call options, which reduces the volatility of the portfolio and allows the fund to pay out higher distributions than it would otherwise be able to do.

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Canadian Lifecos – Well-Positioned for Higher Rates
ETF Insights Don Hauka, Market One Media ETF Insights Don Hauka, Market One Media

Canadian Lifecos – Well-Positioned for Higher Rates

Canadian life insurance companies (“lifecos”) have significant exposure to various macroeconomic factors including interest rates, equity markets and corporate credit. Interest rates typically have the biggest impact on the sector as lifeco reserves and earnings have historically had a high degree of economic sensitivity to changes in interest rates. This is the result of a duration mismatch between a lifeco’s insurance liabilities and its invested assets. Most life insurance products result in a long duration liability for the insurer that writes the policy. This occurs since buyers of life insurance policies are often in their early 40s and are therefore expected to live for several decades. A lifeco’s invested assets, on the other hand, typically have a shorter duration profile. This mismatch means that lifecos are generally helped by rising interest rates and hurt by declining interest rates.

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