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
Yesterday
E331 – Summer Report Card: ETF Flows, Key Trends & Fall Outlook
What did markets earn over the summer—and what does the back-to-school season mean for investors? In this episode, host Hilly Cutler sits down with Matt Montemurro to assess how equities, bonds, and commodities performed over the past few months, where ETF flows are heading, and ... Show More
30m 46s
Dec 2022
108: 2023 Outlook: A New Investment Playbook
<p>In 2022, the economy experienced volatile and decelerating growth as well as high inflation, leading economists to believe that gradual easing of inflation is unlikely as central banks are set to over tighten policy. So what does 2023 have in store for investors? Wei Li, ... Show More
21m 30s
Aug 2021
BMO's Kimball: 'Everyone is talking about the Fed too much'
Scott Kimball, head of US fixed income at BMO Global Asset Management says investors need to recognize that the Federal Reserve is taking away emergency provisions, which should not threaten risk markets the way they feel threatened right now. With the Fed remaining cautious, Kim ... Show More
59m 13s
Aug 2022
Market’s Sizzling July – ETF Trends Behind the Rally 8/01/22
CNBC’s Bob Pisani spoke with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director and founding partner at WallachBeth Capital. With the economy slowing down and a Federal Reserve pivot on the horizon, how should ETF investors be positioning themse ... Show More
28m 50s