With equity markets showing no signs of slowing down, Advisors may be considering various tactics to ride the highs. In this episode, Chris Heakes and Matt Montemurro explain the benefits of staying true to one’s asset allocation strategy, and banking on tried-and-tested factor pairings. They also offer fixed income solutions to counter negative bond yields in the near term.
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 Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on April 7, 2021.
ETFs mentioned in the podcast:
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)
BMO Short-Term US TIPS Index ETF (Ticker: ZTIP)
BMO Premium Yield ETF (Ticker: ZPAY)
BMO MSCI USA Value Index ETF (Ticker: ZVU)
Additional resources:
Trade Idea: Protecting a Bond Portfolio Against Rising Rates
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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