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 positioning for 2024. The episode was recorded live on Thursday, December 21, 2023.
BMO E ... Show More
Jul 10
E274 – Gold that Glows with Cash that Flows
What are the advantages of investing in gold? In this special episode, Portfolio Managers Jonathan Lau and Olivia Li, and your host, Erika Toth, explore this safe-haven asset. They also introduce a new way to get exposure to the price of gold bullion while generating monthly cash ... Show More
14m 20s
Jun 26
E273 – Going Beyond the Index with Brian Belski
In this episode, your host, Erika Toth, sits down with special guest Brian Belski, to get his sought-after market outlook for the months ahead and introduce five brand new Belski ETFs.Erika Toth is a Director of Institutional & Advisory, Eastern Canada, at BMO Global Asset Manage ... Show More
26m 1s
Dec 2023
Listen to Views from the Desk
Thank you for supporting the “ETF Market Insights” podcast. While our 15th episode was our last on this channel, you can continue to hear from the team on “Views from the Desk,” a weekly series where we provide the latest investment news and expert commentary on the markets, the ... Show More
21s