Are the central banks winning the battle against inflation? While the latest Canadian CPI print suggests we are moving in the right direction, it’s likely too early to call a victory. In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the inversion of the yield curve, the U.S. dollar, Canadian banks’ valuations, Technology and portfolio positioning 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 – Q3 2023
BMO ETF Fixed Income Strategy Report – Q3 2023
Related ETFs:
BMO Discount Bond Index ETF (Ticker: ZDB)
BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU)
BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL)
BMO Ultra Short-Term Bond ETF (Ticker: ZST)
BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F)
BMO Equal Weight Banks Index ETF (Ticker: ZEB)
BMO Equal Weight US Banks Index ETF (Ticker: ZBK)
BMO Covered Call Technology ETF (Ticker: ZWT)
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. 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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