LATEST NEWS 

Now Closed

An innovative new principal-protected note offering the upside potential of investing in energy… with 100% principal protection at maturity.

Download the latest monthly performance report for BMO Generation Capital Integrated Energy Series 1 (data as of Jan. 31, 2007).

Highlights

• 100% Principal Protection At Maturity.
• Exposure To Leading Global Energy Companies.
• Up To 125% Exposure To Underlying Energy Portfolio.
• Portfolio Is Balanced For Safety And Growth.

Read the Press Release.

Daily Performance Update

• Sep. 21, 2008—Stagflation fears likely to resume
• Sep. 13, 2008—Oil services a long-term buy
• Sep. 6, 2008—Inflation fears cooling off
• Aug. 30, 2008—Emerging markets to keep oil price high
• Aug. 23, 2008—Indian stock market has likely hit bottom
• Jul. 26, 2008—Dip in oil price is only temporary
• Jul. 19, 2008—No quick fix for U. S. housing market
• Jul. 5, 2008—Bear market looks like a long one
• Jun. 21, 2008—Emerging markets going cheap
• May. 27, 2008—Renminbi, ruble poised to climb
• May. 19, 2008—Oil price to slip as economies slow
• Apr. 19, 2008—Liquid natural gas China’s salvation?
• Apr. 26, 2008—Metal prices firm despite U.S. slump
• Mar. 29, 2008—Stocks still vulnerable as U.S. economy sinks
• Mar. 1, 2008—Oil to drop as OPEC turns up the taps
• Jan. 18, 2008—Wells Fargo a buy despite weaker Q4
• Jan. 3, 2008—U.S. housing report is a sobering read
• Dec. 6, 2007—Write strategy for oil majors
• Sep. 25, 2007—Dollar parity is only a state of mind
• Sep. 11, 2007—Housing slump may last for years
• Aug. 20, 2007—As U.S. slows, so slows world
• 
  Aug. 17, 2007—Levi Folk talks ‘Crunching Credit’ on BNN.
• Jul. 30, 2007—Stock market prop loses lustre
• Jul. 17, 2007—Levi Folk ‘Stars & Dogs’ on Report On Business Television.
• Jul. 8, 2007—Oil to stay north of US$60
• Jun. 24, 2007—Shorter-dated bonds still good choice
• May. 14, 2007—Natural gas prospects growing: Current weakness offers entry point as demand to rise
• Apr. 23, 2007—Equity investors take note: Germany’s economy is on the mend
• Apr. 10, 2007—Avoid Indian stocks for now
• Apr. 9, 2007—Levi Folk ‘Expect US economy to slow’ on CBC Radio.
• Mar. 26, 2007—Subprime fallout: worst yet to come
• 
  Mar. 21, 2007—Levi Folk ‘Stock Pickers Beware’ on Report On Business Television.
• Mar. 12, 2007—A taste of what lies ahead
• Feb. 26, 2007—Remain cautious in East Asia
• Feb. 12, 2007—Japan’s banks to cash in on saving habit
• Jan. 29, 2007—More risk than reward in junk bonds
• 
  Jan. 24, 2007—Levi Folk ‘Stars & Dogs’ on Report On Business Television.
• Jan. 15, 2007—Oil services a long-term buy
• Dec. 18, 2006—Buy Canadian gold stocks to hedge U.S. dollar
• Dec. 4, 2006—Easy money fuels global equities, for now
• Nov. 4, 2006—Pinched by Energy Trusts? Consider Integrated Oils.

COMMENTARY 

Opec is making good on its production cuts as expected, and the market is finally buying into the story after much skepticism. The price of oil traded down to just over US$55 per in mid November but has since rebounded as we expected.

Read the blog...

DOWNLOADS 

Selected downloads available:

• Generation Capital corporate brochure

For a full list of downloads and research materials, visit the research page.