E261 – Fixed Income Insights and Inflation

Will inflation’s sudden spike push the Bank of Canada to press pause on rate cuts? In this episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, examine Canada’s latest CPI print. They also discuss the outcome of this week’s Fed meeting, the outlook for the REITs, and fixed income positioning for the months ahead.  

The episode was recorded live on March 19, 2025.

ETFs:

• BMO Short Corporate Bond Index ETF (ZCS)
• BMO High Quality Corporate Bond Index ETF (ZQB)
• BMO Aggregate Bond Index ETF (ZAG)
• BMO Short-Term US Treasury Bond Index ETF (ZTS)
• BMO Ultra Short-Term US Bond ETF (USD Units) (ZUS.U)
• BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (ZMU)
• BMO Mid-Term US IG Corporate Bond Index ETF (ZIC)
• BMO Equal Weight REITs Index ETF (ZRE)
• BMO Laddered Preferred Share Index ETF (ZPR)

 

ZPR, total returns as of 2025/02/28: 1 yr: 21.95%, 3yr: 5.51%, 5 yr 9.45%, 10 yr: 3.89%, SI: 2.62%

Disclaimers:

The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. Past performance is no guarantee of future results.

Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.

You cannot invest directly in an index.

Sector ETF products are also subject to sector risk and non-diversification risk, which generally will result in greater price fluctuations than the overall market.

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