Recent market events have taken investors on a walk down memory lane, as elements of the banking crisis look eerily similar to the challenges faced in the ‘80s and ‘90s. Where will regulators’ approaches lead? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which analyze the central banks’ rate decisions, inflation’s trajectory, a shift in factor leadership, and portfolio construction across asset classes.
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 Global Asset Management.
BMO ETF Portfolio Strategy Report – Q2 2023
BMO ETF Fixed Income Strategy Report – Q2 2023
Related ETFs:
BMO Equal Weight US Banks Index ETF (Ticker: ZBK)
BMO Equal Weight Banks Index ETF (Ticker: ZEB)
BMO Covered Call Canadian Banks ETF (Ticker: ZWB)
BMO Covered Call Technology ETF (Ticker ZWT)
BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)
BMO Aggregate Bond Index ETF (Ticker: ZAG)
BMO Discount Bond Index ETF (Ticker: ZDB)
BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL)
BMO Low Volatility US Equity ETF (Ticker: ZLU)
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
Disclosures:
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