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The expert reviews for BMO Balanced Series Units ETF (ZBAL-T) suggest a cautious approach, particularly regarding the fixed income component in investment portfolios. With predictions of persistent inflation and the potential for continued underperformance in bonds, experts express skepticism about the standard practice of including fixed income in the years leading up to retirement. They argue that the reliance on bonds may not serve investors well in the current economic climate, especially for those with a long-term horizon of 15 years or more. This indicates that investment strategies should be tailored to individual risk profiles rather than following traditional benchmarks. Overall, there is a significant concern that the fixed income segment might detract from overall portfolio returns in the near future.
BMO Balanced SeriesUnits ETF is a Canadian stock, trading under the symbol ZBAL-T on the Toronto Stock Exchange (ZBAL-CT). It is usually referred to as TSX:ZBAL or ZBAL-T
In the last year, 1 stock analyst published opinions about ZBAL-T. 0 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for BMO Balanced SeriesUnits ETF.
BMO Balanced SeriesUnits ETF was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for BMO Balanced SeriesUnits ETF.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
In the last year, there was no coverage of BMO Balanced SeriesUnits ETF published on Stockchase.
On 2025-05-02, BMO Balanced SeriesUnits ETF (ZBAL-T) stock closed at a price of $39.93.
You don't need any fixed income 15 years ahead of retirement, because it depends on your level of risk. If inflation is more persistent for a decade or more because of tariffs, the bonds in a portfolio will fail. Fixed income has been terrible for a decade and will be for a decade more.