Both equity and bond markets have taken interesting turns in the past week, from the fluctuations in tech stocks to the rise in 10-year Treasury yields. In this episode, Alfred Lee, Chris Heakes and Mark Raes explain how Advisors can help clients to stay on course with strategies that are designed to withstand short-term corrections, and benefit from a reopening trade.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris Heakes, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on February 24, 2021.
ETFs mentioned in the podcast:
BMO MSCI Fintech Innovation Index ETF (Ticker: ZFIN)
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)
BMO Emerging Markets Bond Hedged to CAD Index ETF (Ticker: ZEF)
BMO Equal Weight Banks Index ETF (Ticker: ZEB)
BMO Covered Call Canadian Banks ETF (Ticker: ZWB)
Resources mentioned in the podcast:
Deep Dive podcast: Betting on Megatrends with Innovation ETFs
Disclosures:
The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance.
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