No matter the outcome of the US election, the emerging theme of volatility is expected to run well into 2021. In today’s episode, Mark Raes, Alfred Lee and Chris McHaney take a broad sweep of de-risking strategies that Advisors can use to get the best returns for their clients. This includes covered calls and option-writing, premium yield and alternative exposure, as well as Real Return Bonds (RRB), which offer protections against the growing concern of inflation. Read the episode summary. Mark ...
Oct 22, 2020•35 min
When it comes to striking a balance between growth and safety, investors naturally gravitate toward US exposures. However, with a cloud of uncertainty hovering over our neighbours in the south, where can Canadian investors find their target yield? Listen to Mark Raes, Alfred Lee and Chris Heakes as they provide valuable insights on Quality, with a global tilt, and preferred shares, as favourable bets to help boost the portfolio. Read the episode summary. Mark Raes is the Head of Product at BMO G...
Oct 15, 2020•32 min
Investors who benefitted from this year’s market rally have much to be thankful for, but is it time for a brief pause? The temptation to sell winners and replace them with new opportunities has certainly grown stronger in Q4. To that end, Mark Raes, Chris Heakes and Chris McHaney deliver rebalancing ideas to take back to your client portfolios, focusing on ex-US geographies that offer both safety and a sound record of performance. Tune in to hear our experts discuss Canadian bonds, equities, and...
Oct 08, 2020•30 min
After the chaos of the first U.S. Presidential Debate, the only certainty is that uncertainty lies ahead. With this in mind, Mark Raes, Chris Heakes and Alfred Lee forecast multiple election outcomes, ranging from a Democratic sweep to a continuation of the status quo, providing tactical solutions to help position the portfolio in each scenario. Our experts also offer strategies to “get paid while you wait” for an official winner to be declared, which may extend weeks beyond the November 3 elect...
Oct 01, 2020•33 min
Read the episode summary. Although many investors shy away from Emerging Markets, they do so to their own disadvantage. A truly global portfolio means investing in geographies outside of North America, with growth assets that diversify from traditional U.S. equities. In this special edition of Deep Dive, Danielle Neziol, Product Specialist, BMO Global Asset Management and Chris Heakes, ETF Specialist and Portfolio Manager, offer an inside look at BMO MSCI Emerging Markets Index ETF, breaking dow...
Sep 29, 2020•20 min
As implied volatility surges due to political and COVID-related concerns, investors are faced with a dilemma: How should they meet portfolio goals while also managing the heightened downside risk? For answers to this timely question, Mark Raes, Chris Heakes and Matt Montemurro get creative with their ETF recommendations – offering a number of innovative exposures to capture growth and yield, even as their primary call focuses on strategies with iron-clad defensive positioning. Mark Raes is the H...
Sep 24, 2020•38 min
While it is tempting to time to market, the current volatility is anything but predictable. A prudent investing style is required to meet fluctuations across equity valuations, commodity prices and the economy. To this end, Mark Raes, Chris Heakes and Chris McHaney weigh in on multiple market scenarios, with valuable trade ideas to maintain a defensive growth position as the uncertainty plays out. Our experts also outline opportunities in the energy sector, which has been reckoning with changing...
Sep 17, 2020•39 min
The season of volatility is upon us, bringing with it a correction that is hard to ignore. However, there’s light at the end of the tunnel, according to Mark Raes, Chris Heakes and Matt Montemurro. In this episode our experts discuss government bonds as a safe haven on the fixed income side of the portfolio, as well as other ways to navigate uncertainty in the market. For greater upside, they also examine emerging markets and financials as two satellite exposures that can hold their ground in th...
Sep 10, 2020•33 min
The mood of the market is generally stable, but with Fall upon us, the return of volatility may be closer than previously imagined. From tighter spreads in corporate credit, to changes in the Federal Reserve’s policy mandate, the fixed income market is particularly vulnerable to a rise in uncertainty. To that end, Mark Raes, Chris McHaney and Matt Montemurro dig deeper into strategies that support the fixed income side of the portfolio. Our experts also look at holding emerging markets debt, whi...
Sep 03, 2020•40 min
With generally positive third-quarter earnings for Canadian banks, the sector received a welcome lift in both market sentiment and outlook. Will U.S. financials similarly surprise to the upside? To answer this question, Mark Raes, Chris Heakes and Chris McHaney offer their insights on how to choose strong satellite positions that complement a core holding of Quality in the portfolio. Our experts also break down the benefits of BMO’s suite of USD ETF Portfolios, which take away the burden of tax-...
Aug 27, 2020•27 min
Once exclusive to institutional investors, Alternative asset classes are now available across the board. But which “alts” should investors use to complete their portfolios? In this special edition of Deep Dive, Danielle Neziol, Product Specialist, BMO Global Asset Management and Chris Heakes, ETF Specialist and Portfolio Manager, take a sweeping look at ETFs that provide low correlation to the broad market, offering different sources of alpha while helping to balance portfolio risk and volatilit...
Aug 25, 2020•22 min
With a U.S. election on the horizon, investors are seeking income-generating strategies to outlast the market volatility. To that end, our experts take a tour of the BMO ETFs roadmap, identifying the best yield opportunities to help meet your clients’ financial planning needs. Listen in as guest host, Kevin Prins, Managing Director, Head of ETF Managed Accounts Distribution, speaks with Chris Heakes and Chris McHaney, two ETF Specialists and Portfolio Managers, about solutions that can provide a...
Aug 20, 2020•40 min
With markets at pre-COVID levels, and corporate spreads tightening for the fifth consecutive month, some investors are tempted to take profits and move to safer ground. To this end, Mark Raes, Head of Product at BMO Global Asset Management, speaks with Matt Montemurro and Charles Myssie, two ETF Specialists and Portfolio Managers, about the upside potential for gold, bond and quality ETFs – taking a closer look at their recent history, and the road ahead. Our experts also examine the current sta...
Aug 13, 2020•36 min
As tensions run high south of the border, investors may need complementary strategies to ride out the market jitters. To this end, Mark Raes, Chris Heakes and Chris McHaney outline satellite positions that go hand-in-hand with a defensive growth exposure and bring a new dimension to the core holdings such as Quality and Low Volatility ETFs. From call/put options to European equities, U.S. financials and rate set preferred shares, our experts provide actionable insights that Advisors can implemen...
Aug 06, 2020•32 min
As prominent tech CEOs appear for anti-trust hearings on Capitol Hill, Mark Raes, Chris McHaney and Matt Montemurro take a deeper look at the likes of Facebook, Amazon, Apple and Google (Alphabet). Are they vulnerable to regulatory risk? Where else should investors look for growth? In this episode, our experts offer insight into the future of Big Tech, as well as trade ideas to cover the breadth and depth of the portfolio – from gold miners to mid corporate credit, and more. Read the episode sum...
Jul 30, 2020•39 min
Across the pond, the European Union approved an enormous stimulus package for countries still coping with the coronavirus pandemic. Despite the ground breaking step, global markets are expected to remain volatile in the near future. Are there tactical opportunities to be found in the market dislocations? Will European equities catch up with the U.S. stock market? For answers to these timely questions, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris McHaney and Matt Mon...
Jul 23, 2020•34 min
From drawdowns to market rallies, Quality ETFs have an impressive track record of delivering outperformance on both sides of volatility. Yet despite their proven history, many investors remain unfamiliar with the underlying investment process. To provide insight, Danielle Neziol, Product Specialist, speaks with Chris Heakes, ETF Specialist and Portfolio Manager, about the inner workings of BMO’s Quality ETF Suite. Together, they explore the strategy from all angles – including its risk-return pr...
Jul 20, 2020•23 min
With companies starting to announce their second quarter earnings, a fragile market confidence hangs in the balance. Will optimism remain through the second half of the year? Or should you begin to pre-position the portfolio for a bear market? In this timely episode, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about different scenarios and strategies to make the bes...
Jul 16, 2020•35 min
As we cross the halfway point of 2020, some investment trends have become clear: it’s been a record year so far for ETFs, volatility has returned with significant force, and capital has seen a flight to quality. From broad beta solutions to factor-based strategies, investors have gravitated toward diversified products that allow them to reduce risk across the portfolio. Looking ahead to the next six months, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris McHaney and Ma...
Jul 09, 2020•35 min
As markets reckon with a second wave of COVID-19 cases, many Advisors are wondering how best to position their client portfolios. For a broad sweep of trade ideas, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris McHaney and Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about strategies that run the gamut from gold to equities, alternatives and Canadian bonds within the short to mid fixed income space. ETFs mentioned in the ...
Jun 25, 2020•32 min
With conflicting data pulling markets in opposite directions, the case for a defensive growth strategy remains firmly intact. That said, what exposures should investors be using? In this episode, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about allocation challenges in the current environment. From quality to banking, energy, covered calls, emerging markets and fix...
Jun 18, 2020•29 min
With new ETF data in hand, our BMO experts discuss key Canadian and U.S. exposures that can participate in market rallies – and withstand potential setbacks. From low volatility and quality, to single-ticket balanced funds that can be used to build customized portfolios, listeners will hear valuable insights on solutions that balance risk and opportunity. Led by Mark Raes, Head of Product, BMO Global Asset Management, this discussion will feature ETF insights, trade ideas and commentary from Chr...
Jun 11, 2020•34 min
In the low-rate environment, where can investors find yield in a low-risk portfolio? One source is the BMO Canadian MBS Index ETF (Ticker: ZMBS), a traditionally institutional exposure that delivers strong cash flows by investing in federally insured Canadian mortgages with a term to maturity greater than one year. To understand the defensive income positioning of ZMBS, Danielle Neziol, Product Specialist, BMO Global Asset Management speaks with Jimmy Karam, Director of Trading, BMO Capital Mark...
Jun 10, 2020•18 min
Despite a perfect storm of negative headlines, markets continue to rise in the face of extreme economic uncertainty. Against this backdrop, our experts return to their core trade ideas to see how they have performed in recent weeks – and how they could perform in the weeks ahead. Led by our host Mark Raes, Head of Product, BMO Global Asset Management, this discussion will feature ETF insights, trade ideas and commentary from Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Speciali...
Jun 04, 2020•33 min
As Canadian banks announce their Q1 earnings, what insights should investors draw about the current state of the market? To answer this question, our experts break down the recent quarterly reports, and take a tour of over-sold sectors, asset classes and geographies. In addition to our host, Mark Raes, Head of Product, BMO Global Asset Management, this episode will feature commentary from Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. E...
May 28, 2020•32 min
Faced with an uncertain future, many investors are searching for innovative tools to add income in the portfolio. Where should they go in this historically low rate environment? To answer this very question, our experts go under the hood of the BMO Premium Yield ETF (Ticker: ZPAY), a recently developed strategy that outperformed benchmarks in March and April. In an illuminating discussion, Danielle Neziol, Product Specialist, BMO Global Asset Management speaks with Chris McHaney, Portfolio Manag...
May 22, 2020•20 min
Although the current market calls for a prudent approach to investing, certain sectors of the economy – healthcare, technology and infrastructure – offer potential upside that can supplement a core holding of quality and low volatility ETFs. Mark Raes, Head of Product, BMO Global Asset Management speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about ways to layer these targeted exposures into your clients’ portfolios. ETFs me...
May 21, 2020•33 min
As the pace of a market recovery is thrown into doubt by flawed re-openings in the United States, South Korea and China, many investors are on the hunt for defensive exposures that will also grow the portfolio. To that end, Mark Raes, Head of Product, BMO Global Asset Management speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about valuable trade ideas and talking points that Investment Advisors can bring back to their client...
May 14, 2020•34 min
With markets shrouded in uncertainty, investors face difficult tradeoffs between growth and income in the portfolio. Where can they invest today that will offer portfolio yield AND upside participation over the next 18 to 24 months as markets recover? Given that covered call strategies help investors navigate through challenging times, this episode will feature the latest edition to BMO’s Covered Call ETF suite: the BMO Global High Dividend Covered Call ETF. For deeper insights on how you can le...
May 11, 2020•20 min
With governments starting to lift shelter-in-place orders, equity prices have rebounded strongly in recent weeks, recovering much of their lost ground from March. Will the market rally hold? To answer the all-important question, our host Mark Raes, Head of Product, BMO Global Asset Management speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. Together they offer valuable trade ideas to navigate the current environment, ranging f...
May 07, 2020•27 min
