logo
episode-header-image
Feb 2021
33m 34s

E56 - Guarding Against Inflation & VIX C...

BMO Exchange Traded Funds
About this episode
While the delayed vaccine roll-out is putting a dampener on economic reopening efforts, the potential for inflation is still at hand. In this episode, Alfred Lee, Chris Heakes and Mark Raes, outline fixed income strategies that can protect client portfolios. Putting into context the impact of elevated volatility levels, they also discuss the state of factor ... Show More
Up next
Oct 9
Simplify Your Portfolio with Asset Allocation ETFs
Today, we have a special treat for our listeners—a deep dive episode of the BMO Smarter Investing podcast. Join Kevin Prins and your host, Erin Allen, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify inve ... Show More
17m 49s
Oct 2
E284 – Understanding Long-Short Strategies
What exactly are long-shorts? And how do they differ from traditional ETFs? In this episode, special guest Lu Lin and host, Erika Toth, delve into the popular alternative strategy, answering frequently asked questions on benefits, portfolio construction, and more. Erika Toth is D ... Show More
16m 49s
Oct 1
The Open Outcry Podcast: Gold’s ‘Glow Up’ Moment
Central banks have been the biggest source of demand for bullion in recent years, however, that is shifting as new entrants alter the balance of power. Daniel Ghali of TD Securities joins Bipan to discuss current market dynamics, as well as the outlook for silver and copper. This ... Show More
20m 20s
Recommended Episodes
Oct 2023
E15 – BMO ETF Q4 Investment Strategy
Higher interest rates for longer are creating volatility, yet also an opening for investors to earn attractive yields on the front end of the curve. Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), whi ... Show More
13m 48s
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
Oct 2022
TIPS and Inflation-Linked Securities: Macro Matters
“There is significant interest rate risk in TIPS in ETFs and Mutual Funds because they can’t necessarily get enough leverage to do a break-even trade,” Winshore Capital Partners Portfolio Manager Robert Tzucker tells Bloomberg Intelligence.In this Macro Matter’s edition of the FI ... Show More
31m 24s