As inflation remains high in many developed markets, emerging market central banks were quicker to hike interest rates coming out of the pandemic that helped to steady their economies. What opportunities and risks could we see from emerging markets as the rest of the year plays out? Emily Fletcher, a fundamental equities portfolio manager at BlackRock, highl ... Show More
Yesterday
263: Asia’s Infrastructure Moment: The Investment Opportunity Behind the Energy Transition
Asia infrastructure investing is becoming central to the global energy transition as rising demand, energy security concerns, and the need for more resilient systems accelerate capital deployment across the region. In Southeast Asia, the opportunity is not only about replacing ol ... Show More
18m 41s
Jan 2024
E208 – ETF Industry Outlook
Despite turbulent markets in 2023, the ETF industry continues to thrive, providing Canadian Investors with new options for growth. Portfolio manager Alfred Lee and your host, McKenzie Box, take a deep dive into the themes driving demand and the benefits ETFs have to various user ... Show More
17m 34s
Jan 2024
E207 – 2024 BMO ETF Desk Update on Positioning
In this episode, the team discusses the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine interest rate expectations, the Technology sector, U.S. and Canadian banks, a barbell strategy to add duration, and portfolio positionin ... Show More
19m 29s