ETFs & Funds

In this presentation, Donald Dony will reveal two simple methods to outperform the Toronto Stock Exchange using the iShares S&P/TSX 60 (XIU). The first method enhances a time-tested strategy of moving average crossover. The second method uses the XIU and sectors. Donald will reveal a straightforward technique focused on buying only the sector ETFs outperforming the XIU. 

Raghav Mehta CFA, ETF strategist at Fidelity Investments Canada discusses upcoming opportunities in fixed income. With central banks nearing the end of rate hike cycles, bond investors had faced a challenging and volatile environment. With yields near decade highs, there are now various sectors of the bond market that investors should consider when building a well-diversified portfolio. 

It's an exciting time for commodities and the companies exploring and producing them! Many are surging in value, while other up-and-comers appear poised to do so next. Find out from this trio of natural resource companies in the uranium, copper/gold, and lithium sectors what business looks like. Then, learn about the unique profit opportunities each offers investors in the rest of 2024 and beyond. 

The growth of covered call ETFs has led to a broad range in distribution yields on the different products, each with its own set of choices and trade-offs.   In this session, we explore what drives the yield on a covered call ETF.  We explore key considerations an investor can use to make an informed decision when investing in these solutions. Balancing a reliable source of cash flow while generating growth from an investment portfolio is the key objective for many investors.  Sophisticated investors know that there are trade-offs to be made but may not know what those are.  We will discuss the various approaches to covered call strategies, their benefits, and their implications for one’s portfolios, all with the goal of helping investors determine the right mix for their own investment objectives.  BMO ETFs is the leading covered call ETF provider by AUM, and number of listings1, with many of our ETFs having over a 10+ years track record.  Our ETFs aim to provide yield you can trust for access to growth and cash flow. 

Étienne J. Bouchard, ETF Strategist at Fidelity Investments Canada discusses various investment factors and their performance through a business cycle. In a world of constant uncertainty, diversification remains of utmost importance. Étienne outlines how to build an all-weather/All-In-One ETF portfolio to help mitigate volatility, capture strategic alpha over time as well as offer competitive pricing. 

Markets are impacted by a wide variety of factors including economic data, monetary policy, earnings, and more.  In this session, we dive into the historical relationship between elections and markets and its potential implications for your investment portfolio this year.  How will the rematch of Biden vs. Trump, a match many Americans don’t want, play out for the markets and the economy? We will look at solutions to help you manage volatility, stay the course, and maintain discipline in your investment journey. 

Some investors seek to align their investing portfolios with their personal values. But can investors do that without sacrificing potential returns? In this interview segment, you’ll learn about one firm and ETF that believes it has a solution for politically conservative individuals. Be sure to tune in!

Gary Kaltbaum will show you exactly where you need to be in the markets as well as what to avoid. It is in these chart patterns that he will show you the definable uptrends and downtrends. What is emerging? What is submerging? 

Most investors opt for well-known funds that mimic the S&P 500 or Nasdaq. But there's a wide assortment of off-the-radar "exotic" ETFs that track markets ranging from currencies to commodities to frontier economies most people can't find on a map.  Inspired by his popular weekly segment on Fox Business' Varney & Co, join hedge fund manager Jonathan Hoenig for an actionable talk on how to diversify and profit using unusual ETFs.  

Now a quarter into the new year it's already time to update the market outlook. The investing playbook that worked so well in 2023 has to be thrown out. We need to focus on these new leaders to enjoy superior results. That is why 43-year investment veteran, Steve Reitmeister, details a trading plan and top picks to outperform the remainder of the year.