BMO ETFs guided portfolio strategy report (Q3 2024)

All prices, returns and portfolio weights are as of market close on June 30, 2024, unless otherwise indicated.

Cybersecurity’s growing importance: what investors need to know

As the world grows more connected, investors might be overlooking cybersecurity and data security risks in various industries.

Time to redeploy cash for fixed income?

Fixed income investors are enduring a historical drawdawn that began in August 2020, but we think they should refresh their perspective on the asset class as we head into 2024.

Only fools rush in (or out): Caution calls for a rotation, not exit

Markets are continuing to show strength, but there are reasons to exercise some caution.

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Private: Supporting all aspects of investing

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Commentary
September 6, 2024

BMO ETFs guided portfolio strategy report (Q3 2024)

All prices, returns and portfolio weights are as of market close on June 30, 2024, unless otherwise indicated.
Commentary
September 4, 2024

Quarterly Fixed Income strategy – Q3 2024

In this report, we highlight our fixed income positioning strategies for the third quarter.
Sadiq Adatia
Sadiq Adatia
Commentary
September 3, 2024

Why Nvidia earnings are now must-see TV

What are the key takeaways from Nvidia’s closely watched earnings report? Should rising loan-loss provisions among Canadian banks raise worries about the sector?
Sadiq Adatia
Sadiq Adatia
Commentary
August 26, 2024

The Fed’s most dovish tone yet?

What are the key takeaways from Fed Chairman Jerome Powell’s speech at Jackson Hole? What do recent earnings beats from Walmart and Target tell us about the strength of the consumer?
House view
August 19, 2024

Only fools rush in (or out): Caution calls for a rotation, not exit

Markets are continuing to show strength, but there are reasons to exercise some caution.
Sadiq Adatia
Sadiq Adatia
Commentary
August 19, 2024

Why the U.S. economy is stronger than you think

What do the latest inflation numbers tell us about the health of the consumer? How are volatile markets and geopolitical tension affecting the outlook for oil prices?
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