BMO ETF Portfolio October Commentary: A Month of Two Stories

September saw a sharp spike in interest rates following the U.S. Federal Reserve (the “Fed”) meeting, with 10-year yields on U.S. Treasuries reaching 4.57% by month end, the highest since July 2007.
THIS WEEK WITH SADIQ

Is Now the Time for Bonds?

November 27 to Dec 1, 2023

What to look for at COP28

The UN’s annual climate conference meets in the United Arab Emirates November 30-December 12. Here’s what we’re watching.

Insights

Sadiq Adatia
Weekly Commentary
November 27, 2023
December 2023

Is Now the Time for Bonds?

What are the key takeaways from the Fed’s latest meeting? Is there more upside on the table for A.I. stocks like Nvidia?
Responsible Investment
November 27, 2023

What to look for at COP28

The UN’s annual climate conference meets in the United Arab Emirates November 30-December 12. Here’s what we’re watching.
Multi-Asset
November 22, 2023

Stocking Up for a Holiday Rally

The technical recession we’ve been waiting on for months finally seems to have arrived in Canada.
Sadiq Adatia
Weekly Commentary
November 20, 2023
December 2023

Is It High Noon for The Magnificent Seven?

What do the latest U.S. inflation numbers mean for interest rates? Will the November market rally continue through the rest of the year?
Sadiq Adatia
Weekly Commentary
November 13, 2023
December 2023

Canada’s Housing Timebomb Keeps Ticking

As the U.S. and Canadian economies diverge, what does that mean for the housing market? What’s the outlook for crude prices, and is the Israel-Hamas conflict a material risk factor?
Equities
November 9, 2023
December 2023

Getting to Net Zero Requires Action on Indigenous Reconciliation

Canadian investors must proactively encourage industry policies and practices that deepen historical understanding, honour Indigenous rights and ensure equitable distribution of economic gains.
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Insights

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Sadiq Adatia
Weekly Commentary
27 November 2023
December 2023

Is Now the Time for Bonds?

What are the key takeaways from the Fed’s latest meeting? Is there more upside on the table for A.I. stocks like Nvidia?
Responsible Investment
27 November 2023

What to look for at COP28

The UN’s annual climate conference meets in the United Arab Emirates November 30-December 12. Here’s what we’re watching.
Multi-Asset
22 November 2023

Stocking Up for a Holiday Rally

The technical recession we’ve been waiting on for months finally seems to have arrived in Canada.
Sadiq Adatia
Weekly Commentary
20 November 2023
December 2023

Is It High Noon for The Magnificent Seven?

What do the latest U.S. inflation numbers mean for interest rates? Will the November market rally continue through the rest of the year?
Sadiq Adatia
Weekly Commentary
13 November 2023
December 2023

Canada’s Housing Timebomb Keeps Ticking

As the U.S. and Canadian economies diverge, what does that mean for the housing market? What’s the outlook for crude prices, and is the Israel-Hamas conflict a material risk factor?
Equities
9 November 2023
December 2023

Getting to Net Zero Requires Action on Indigenous Reconciliation

Canadian investors must proactively encourage industry policies and practices that deepen historical understanding, honour Indigenous rights and ensure equitable distribution of economic gains.
Load More