BMO Emerging Mkts Bond Hedged CAD (ZEF-T) Stock Predictions - Stockchase
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BMO Emerging Mkts Bond Hedged CAD (ZEF-T)

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ZEF-T

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BMO Emerging Mkts Bond Hedged CAD (ZEF-T) SAVE Apr, 22, 2019, 4:32 pm

15.67 0.02 (0.13%)

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COMMENT

Good fixed income play in a diversified portfolio? EM bonds give higher return at higher risk. For a younger investor with 70% equities and 30% fixed income, wouldn’t have more than 5-6% in EM bonds. Funny things can happen in terms of valuation and nationalization.

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Good fixed income play in a diversified portfolio? EM bonds give higher return at higher risk. For a younger investor with 70% equities and 30% fixed income, wouldn’t have more than 5-6% in EM bonds. Funny things can happen in terms of valuation and nationalization.

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John Hood

President , J. C Hood Investment...

Price Price
$15.540
Owned Owned
Unknown

DON'T BUY

ZEF-T vs. ZHY-T.  The question is credit risk.  You have emerging market risk with ZEF-T and so you get extra yield.  When you do the correlation of the higher yield, they trade more like an equity than a bond.  ZEF-T is an equity type risk, where as ZHY-T is more like fixed income.  He does not think it is the time to step into either of these.

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ZEF-T vs. ZHY-T.  The question is credit risk.  You have emerging market risk with ZEF-T and so you get extra yield.  When you do the correlation of the higher yield, they trade more like an equity than a bond.  ZEF-T is an equity type risk, where as ZHY-T is more like fixed income.  He does not think it is the time to step into either of these.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$17.080
Owned Owned
Unknown

COMMENT

Some conservative ideas for the next recession ahead for a senior? He would suggest this one, a BMO emerging-market bond ETF. Growth is really anemic in the West and bond yields in the US and Canada are 2% over 20-30 years, but bond yields in other parts of the world are 5%-6%. You’re taking on the little more volatility, but getting a lot more yield.

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Some conservative ideas for the next recession ahead for a senior? He would suggest this one, a BMO emerging-market bond ETF. Growth is really anemic in the West and bond yields in the US and Canada are 2% over 20-30 years, but bond yields in other parts of the world are 5%-6%. You’re taking on the little more volatility, but getting a lot more yield.

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John DeGoey

Portfolio , Industrial Alliance ...

Price Price
$17.050
Owned Owned
Unknown

COMMENT

Basically, a hedged version of the emerging markets bond strategy. Emerging markets dropped quite quickly when Trump won the election, and that was when he bought emerging-market bonds. With these, you want to be a little careful as to when you hold them and when you don’t. A lot depends on what is happening in that part of the world on currencies, etc. This pays a pretty decent yield of 4.5%+. You have to be a little more active in this area.

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Basically, a hedged version of the emerging markets bond strategy. Emerging markets dropped quite quickly when Trump won the election, and that was when he bought emerging-market bonds. With these, you want to be a little careful as to when you hold them and when you don’t. A lot depends on what is happening in that part of the world on currencies, etc. This pays a pretty decent yield of 4.5%+. You have to be a little more active in this area.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$16.730
Owned Owned
Unknown

COMMENT

Emerging market bonds had a rough 4th quarter, but in the past 2 or 3 months, they’ve at least held their own. It is very difficult to make money in bonds these days. If you can keep up with inflation with your bond position, you are probably doing as well as you can reasonably expect.

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Emerging market bonds had a rough 4th quarter, but in the past 2 or 3 months, they’ve at least held their own. It is very difficult to make money in bonds these days. If you can keep up with inflation with your bond position, you are probably doing as well as you can reasonably expect.

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John DeGoey

Portfolio , Industrial Alliance ...

Price Price
$16.930
Owned Owned
Unknown

TOP PICK

If you believe that you want to have bonds, or need to have them, emerging markets will give you a bit of a yield that will give you more jazz than what you would otherwise have.

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If you believe that you want to have bonds, or need to have them, emerging markets will give you a bit of a yield that will give you more jazz than what you would otherwise have.

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John DeGoey

Portfolio , Industrial Alliance ...

Price Price
$17.430
Owned Owned
Yes

DON'T BUY

The whole bond space has been hurt substantially since May 22nd, when rates started creeping up. Prefers iShares Emerging Market Div (DVYE-N) but he got stopped out of this. He would take a look at getting back into this one. On the ZEF, he would want to know how much of it is corporate versus government, preferring to be a little bit more on the corporate side.

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The whole bond space has been hurt substantially since May 22nd, when rates started creeping up. Prefers iShares Emerging Market Div (DVYE-N) but he got stopped out of this. He would take a look at getting back into this one. On the ZEF, he would want to know how much of it is corporate versus government, preferring to be a little bit more on the corporate side.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$16.090
Owned Owned
No

PAST TOP PICK

(A Past Pick Nov 28/11. Up 4.1%.) (BNN showed this as a Top Pick Aug 2/12. Our records show iShares US High Yield Bond Index ETF (XHY-T.) was the Top Pick Aug 2/12. – Bill.) Has liked this for a long time. Sold his holdings when he thought this would be vulnerable.

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(A Past Pick Nov 28/11. Up 4.1%.) (BNN showed this as a Top Pick Aug 2/12. Our records show iShares US High Yield Bond Index ETF (XHY-T.) was the Top Pick Aug 2/12. – Bill.) Has liked this for a long time. Sold his holdings when he thought this would be vulnerable.

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Hank Cunningham

Fixed Inco, Odlum Brown Limited...

Price Price
$16.130
Owned Owned
No

DON'T BUY

Prefers VEE-T.  Emerging market bonds are a sexy way to go. 

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Prefers VEE-T.  Emerging market bonds are a sexy way to go. 

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John DeGoey

Portfolio , Industrial Alliance ...

Price Price
$17.210
Owned Owned
Unknown

COMMENT

Emerging-market equities over bond funds? He likes both. You should have a certain percentage in both bonds and equity so you should decide how much is allocated towards emerging markets.

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Emerging-market equities over bond funds? He likes both. You should have a certain percentage in both bonds and equity so you should decide how much is allocated towards emerging markets.

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John DeGoey

Portfolio , Industrial Alliance ...

Price Price
$17.170
Owned Owned
Unknown

STRONG BUY

Likes it very much.  Great yield - 6%+.  Big fan of that category.  A long-term buy and hold scenario.

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Likes it very much.  Great yield - 6%+.  Big fan of that category.  A long-term buy and hold scenario.

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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$17.290
Owned Owned
Unknown

BUY

Likes this one a lot even though he doesn’t like bond ETFs very much. This one is somewhat immune to the current interest-rate environment because the interest-rate cycles in emerging markets are not as punitive and rates are not as low. This will be a little more volatile.

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Likes this one a lot even though he doesn’t like bond ETFs very much. This one is somewhat immune to the current interest-rate environment because the interest-rate cycles in emerging markets are not as punitive and rates are not as low. This will be a little more volatile.

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John DeGoey

Portfolio , Industrial Alliance ...

Price Price
$17.370
Owned Owned
Unknown

BUY

Bonds are one of the ongoing conundrums that advisors have and have had for the past 3-4 years. Feels the credit risks on emerging-market bonds is quite modest and yields are higher.

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Bonds are one of the ongoing conundrums that advisors have and have had for the past 3-4 years. Feels the credit risks on emerging-market bonds is quite modest and yields are higher.

E.T.F.'s
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John DeGoey

Portfolio , Industrial Alliance ...

Price Price
$17.530
Owned Owned
Unknown

DON'T BUY

If you want access to emerging-market bonds, this is the way to go but he doesn’t do any of this because he would much rather be writing a Call on Canadian banks than he would on emerging-market bonds.

E.T.F.'s
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If you want access to emerging-market bonds, this is the way to go but he doesn’t do any of this because he would much rather be writing a Call on Canadian banks than he would on emerging-market bonds.

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John Hood

President , J. C Hood Investment...

Price Price
$17.750
Owned Owned
No

BUY

Pays a pretty decent yield, currently at about 4.65%. Basically it holds the emerging-market bonds. You could easily make the argument that the bonds of these countries are going to become more and more worthy down the road because the countries are becoming more competitive, more productive and debt levels are coming down.

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Pays a pretty decent yield, currently at about 4.65%. Basically it holds the emerging-market bonds. You could easily make the argument that the bonds of these countries are going to become more and more worthy down the road because the countries are becoming more competitive, more productive and debt levels are coming down.

E.T.F.'s
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$17.540
Owned Owned
Yes

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