2024 Tax Loss Harvesting Guide

Exchange traded funds (ETFs) and mutual funds can be effective tools to help investors reduce their tax bills. As the year end approaches, we provide trade ideas to help clients generate tax savings from underperforming investments.

Share
Q3 2024 Commentary from ARK’s CIO on BMO ARK Funds

Is the U.S. economy undergoing rolling recessions? ARK CEO/CIO Cathie Wood shares her thoughts and breaks down the Q3 Results for the BMO ARK ETF Funds.

Share
To Hedge FX Risk, or Not to Hedge

Currency markets are notoriously difficult to call but can meaningfully impact portfolio returns. ETF Strategist Bipan Rai provides a detailed framework for investing outside the Canadian market.

Share
What is Quality Investing?

As consumers we prefer higher quality things, and with stocks it may be no different. Learn why Quality may be important to investors.

Share
Decoding Duration – The Key to Fixed Income Investing Success

Navigating bond investments may appear complex, yet grasping some essential principles can greatly enhance your investment strategy. Learn more about duration –the secret sauce of fixed income investing.

Share
BMO ETFs Guided Portfolio Strategy Report (Q3 2024)

Is a U.S. “soft landing” still in the cards? For some time now, central banks in the developed world have been leaning heavily on the “soft landing” scenario. That is, that economies were strong enough to withstand longer periods of restrictive monetary policy without wreaking too much damage on real activity and/or the labour market.

Share
Three Ways to Lower Risk in Your Investment Portfolio with ETFs

Here are some of the ways ETFs can be used strategically to help you sleep better at night.

Share
Cathie Wood’s Latest Commentary from ARK Invest

ARK Invest’s CIO Cathie Wood shares her commentary on the performance of BMO ARK ETFs in Q2 2024.

Share
Four Strategic Ways to Invest in U.S. Stocks Using BMO ETFs

Learn strategic ways to leverage BMO ETFs to build a U.S. stock portfolio based on your investment objectives.

Share
Drilling Down into the Energy Sector

Is it time to be bullish on the Energy Sector? Learn more.

Share