E153 – Markets on Edge Following FTX Scandal
BMO ETFs | Views from the Desk
by BMO Global Asset Management
4d ago
Fears of contagion momentarily gripped markets in the wake of FTX’s meltdown and bankruptcy filing. In today’s episode, portfolio managers Winnie Jiang, Chris McHaney, and your host, Mark Raes, explore the potential for future regulation in the crypto and blockchain ecosystem. They also discuss the latest inflation data, currency hedging, and the success of low volatility strategies this year. Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Winnie Jiang and Chris McHaney, Portfolio Managers and ETF Specialists at BM ..read more
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E152 – Tax-Loss Selling for 2022 Year-End
BMO ETFs | Views from the Desk
by BMO Global Asset Management
1w ago
In today’s special episode, Kevin Prins, John Waters and Mark Raes talk taxes. After a challenging time in the markets, our experts dive into tax-loss selling strategies to help investors navigate the year’s end. They also discuss the must-know tax rules, the advantages of using ETFs for tax harvesting, and important dates to remember. Read the episode summary. Kevin Prins is the Managing Director, Head of ETFs and Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by in-house experts John Waters and Mark Raes. John Waters is a Vice President and Director ..read more
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E151 – From ‘Red Wave’ to Ripple
BMO ETFs | Views from the Desk
by BMO Global Asset Management
2w ago
As votes are counted in the U.S. midterm elections, Republicans are projected to win the House. In today’s episode, portfolio managers Chris Heakes, Om Karmalkar, and your host, Mark Raes, explore what a divided government could mean for investors. They also discuss opportunities in bond markets, the earnings season, oil, and share buybacks. Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Omanand Karmalkar, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded li ..read more
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Quarterly Portfolio Strategy Q4 2022: The Fed in the Driver’s Seat
BMO ETFs | Views from the Desk
by BMO Global Asset Management
3w ago
As hikes slowly work their way into the financial system, higher rates continue to be a primary market concern. How can investors combat these persistent challenges? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the fight against inflation, the Bank of England bailout, the future of the 60/40 portfolio model, and sector opportunities. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and Investment Strategist at BMO G ..read more
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E150 –Timing the Market vs. Time in the Market
BMO ETFs | Views from the Desk
by BMO Global Asset Management
3w ago
Are rate hikes here to stay? In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, McKenzie Box, anticipate the Federal Reserve’s next move. They also discuss ways to stay invested, Nasdaq versus the S&P 500, Biden’s plan to tax windfall profits, and covered call strategies. Read the episode summary. McKenzie Box is Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on November 2, 20 ..read more
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E150 –Timing the Market vs. Time in the Market
BMO ETFs | Views from the Desk
by BMO Global Asset Management
3w ago
Are rate hikes here to stay? In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, McKenzie Box, anticipate the Federal Reserve’s next move. They also discuss ways to stay invested, Nasdaq versus the S&P 500, Biden’s plan to tax windfall profits, and covered call strategies. Read the episode summary. McKenzie Box is Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on November 2, 20 ..read more
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E149 – Is the Bank of Canada Slowing Pace of Rate Hikes?
BMO ETFs | Views from the Desk
by BMO Global Asset Management
3w ago
The Bank of Canada delivers a smaller-than-expected hike, raising its key interest rate by half a percentage point. In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, McKenzie Box, examine the hiking cycle in real time. They also discuss Tech giants’ earnings, inflation’s influence on fixed income, China's new Communist Party leadership, emerging markets, and the risk rally. Read the episode summary. McKenzie Box is Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro and Chris Heakes, Portfolio ..read more
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E149 – Is the Bank of Canada Slowing Pace of Rate Hikes?
BMO ETFs | Views from the Desk
by BMO Global Asset Management
1M ago
The Bank of Canada delivers a smaller-than-expected hike, raising its key interest rate by half a percentage point. In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, Mckenzie Box, examine the hiking cycle in real time. They also discuss Tech giants’ earnings, inflation’s influence on fixed income, China's new Communist Party leadership, emerging markets, and the risk rally. Read the episode summary. Mckenzie Box is Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro and Chris Heakes, Portfolio ..read more
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E148 – Canada’s CPI is Hot Off the Press
BMO ETFs | Views from the Desk
by BMO Global Asset Management
1M ago
Canada’s consumer price index eased slightly to 6.9% in September. Will inflation continue to tick down? In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Mckenzie Box, explore the sticky components. They also discuss U.S. banks and higher loan loss provisions, the Bank of England bailout, dividends, and emerging markets. Read the episode summary. McKenzie Box is Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management ..read more
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E147 – IMF Warns ‘The Worst is Yet to Come’
BMO ETFs | Views from the Desk
by BMO Global Asset Management
1M ago
On Tuesday, the International Monetary Fund released its biannual World Economic Outlook. In today’s episode, portfolio managers Winnie Jiang, Chris McHaney, and your host, Mckenzie Box, analyze the stark global growth forecast. They also discuss the Organization of the Petroleum Exporting Countries Plus (OPEC+) decision to cut oil production, renewable energy, cash-like vehicles, and slump concerns in Canadian housing. Read the episode summary. McKenzie Box is Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Winnie Jiang and Chris McH ..read more
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